Picks for 2021

At the beginning of 2020, my 5 picks for the year were:

Couche-Tard: 8%

MTY: 1%

Boyd Group: 12%

Facebook: 30%

Alphabet: 30%

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:

Square (SQ)

Facebook (FB)

First Isaac (FICO)

Epam Systems (EPAM)

Nike (NKE)

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.

4- Goodbye.