The quarterly review found one new stock to add. It's a very small company ($41M market cap) called Imperial Equities (ticker IEI on the TSX), which seems to do oil sands real estate as well as pharmaceuticals. Strange mix, but it fits our criteria so it is added to the portfolio.
For our existing stocks, three of them lost money last quarter but all still had positive earnings for the past 12 months, so nobody's on probation yet.
The updated portfolio is as follows:
|Detailed performance data can be seen on the Google spreadsheet.|