At the beginning of 2020, my 5 picks for the year were:
Boyd Group: 12%
Average performance (excluding the impact of US$ and dividends): 16%
My selection did OK, but it's about the performance of the S&P500. I don't look like a genius here. People who bought Shopify look much more like geniuses than I do. And while I'm still not that comfortable with Shopify, I bet that people investing on that stock will do well or very well in 2021.
Now, here's my picks for 2021:
First Isaac (FICO)
Epam Systems (EPAM)
I invite you to suggest your 5 highest conviction stocks for the year ahead. There's two conditions:
1- Propose 5 stocks, not more. Because I want only very high conviction stocks (you'll probably like it more too if it's short);
2- These stocks must be stocks you own.
3- Thank you.