tag:blogger.com,1999:blog-9031526429482744032.post1242106146636562895..comments2024-03-27T08:05:06.228-07:00Comments on Don't fuck with Donville: Keep it simple like AC/DC but don't choke in your own vomitPenetratorhttp://www.blogger.com/profile/01670644029306203741noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-9031526429482744032.post-13328874641977331782017-09-09T05:08:21.681-07:002017-09-09T05:08:21.681-07:00Lassonde is my biggest holding. Very sleepy stock....Lassonde is my biggest holding. Very sleepy stock. No one knows about this, no single share issuance for at least last 10 years, amazing free cash flows etc... Only downside of the stock is Paul Lassonde is getting very old. He would be around 75-80 now I think? I wish I knew about the company and him earlier when he was like 60 or 65...BSRhttps://www.blogger.com/profile/01057008502945341889noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-7866822126026847062017-09-09T05:05:36.549-07:002017-09-09T05:05:36.549-07:00I totally agree with you on cash flows. I pay less...I totally agree with you on cash flows. I pay less attention to EPS growth than operating and free cash flows growth. My favorite free cash flow earners are Enghouse, MTY food group, Lassonde, Constellation software, CGI and Stella Jones... All great capital allocators, tones of insider holdings, frugal, minimal or no share issuance and of course enormous free cash flow per share.<br />http://besmartrich.com/2017/08/13/besmartrichs-portfolio-update-august-2017/BSRhttps://www.blogger.com/profile/01057008502945341889noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-30991258959841110242017-09-08T13:39:49.621-07:002017-09-08T13:39:49.621-07:00I've matured! Lassonde is a good stock but the...I've matured! Lassonde is a good stock but the ROE is similar to the market (almost).Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-651223055089241272017-09-08T12:53:52.177-07:002017-09-08T12:53:52.177-07:00I once presented a great cash flow stock to the pe...I once presented a great cash flow stock to the penetrator. His reply at the time? I don't care about cash flow. I care about ROE. Let's try this again:<br />Lassonde Industries Inc. (LAS-A.TO)Angelo Dallashttps://www.blogger.com/profile/15684479515068422912noreply@blogger.com