Portfolio Update

Just in case you have been wondering less blogs= more work at work. It may also be related to the lack of internet/phone/tv at home- which in case you were wondering makes for a very odd view of the world. I have no idea what the weather will be nor baseball game results... in fact a lot of nothing. Which has been good as I have been watching a lot of Blu-Ray on my new Samsung LED tv- which looks by the way out of this world.

Anyway quick update on the portfolio last posted Sept 25;

ANR was 34.87 now 39.9 up 14.3%

CGW was 17.53 now 18.09 up 3.2%

DGIT was 20.66 now 23.00 up 11.3%

ERF was 22.10 now 24.15 up 9.3%

HTE was 6.12 now 9.33 up 52.5% (Disclaimer sold today at 9.29- buyout announced at 10 CDN)

IO was 3.39 now 3.61 up 6.5%

NUAN was 14.33 now 14.74 up 2.9% (Purchased new options for Nov at 15 for .50 yesterday- hoping this pullback is temporary)

WM was 28.98 now 31.46 up 8.6%

So it was a very good month; I will be putting up some in-the-money calls up for sale on DGIT soon (remember I said I have too much? well I still have too much but I had to wait a month before I sold to clear a capital gains loss on a very small portion <100 shares) The HTE thing I'm rather bummed out about; I know that seems dumb but as oil climbs that 9.5 offer is going to look like a joke. I'll probably be investing in another Canroy soon to capitalize on rising oil but for now unless you want a 20 cent guarantee on a 9.3 investment this one is dead money. Interestingly this is another reason (outside of outstanding dividends) to invest in the Canroys- as the deadline approaches for the tax laws currently in place several more may offer themselves up for sale (like Harvest) so if you chose right you might get a pop (like we saw today) Unless the Canadian government suddenly realizes that it screwed investors a few years ago and here comes the payback as Canadian assets get bought up by Asia. Interesting.