Description:

We are more heavily invested in this pool than we have been in years. In the past, when we’ve been in this situation, the result for shareholders have been very good. Since October, we’ve added five companies to the portfolio with the most recent being CVS, a leading pharmaceutical and healthcare retailer. Its dividends are up 43 per cent since 2015 while its share price is down more than 50 per cent from the peak that year, meaning much better value for shareholders today. We have unrealized gains in eight of our businesses, are yet to realize gains in four more plus CVS. Combined, we think this creates an incredible investment opportunity. The best news? Our portfolio managers believes all of our companies are worth considerably more.

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