tag:blogger.com,1999:blog-9031526429482744032.post5752593391760394928..comments2024-03-27T08:05:06.228-07:00Comments on Don't fuck with Donville: Portfolio review (may 24th, 2017)Penetratorhttp://www.blogger.com/profile/01670644029306203741noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-9031526429482744032.post-53542839858151594152017-05-27T02:42:46.444-07:002017-05-27T02:42:46.444-07:00Great lineup.
Here is my top 10 holdings.
Linama...Great lineup.<br /><br />Here is my top 10 holdings.<br /><br />Linamar- 10.4%<br />Stella Jones-9.2%<br />CGI group-7.8%<br />Lassonde industries-7.5%<br />Enghouse-6.3%<br />Cash-5.9%<br />Couchetard-4.9%<br />Constellation Software-4.7%<br />Dollar Tree-4.5%<br />Exco Technologies-4.1%<br /><br />http://besmartrich.com/2017/05/18/besmartrichs-portfolio-update-may-2017/<br /><br />Out of 10, we co-own 6 companies and I have been closely eyeing on MTY foodgroup lately taking advantage of drop. Although I almost doubled down Lassonde which is just a bit cheaper than MTY food group in terms of cash flow perspective. As long as Stanley Ma is around, MTY foodgroup will be extremely disciplined and focused on adding shareholder values with its massive free cash flows thus deserve to be a permanent pick.<br /><br />Most of my top 10 holdings are permanent picks (probably except Linamar and Exco due to them being in cyclical but everything else about Linamar and Exco deserve to be permanent picks).<br /><br />I have been looking Biosyent as well. <br /><br /><br /> <br /><br />BSRhttps://www.blogger.com/profile/01057008502945341889noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-85729978132999684302017-05-25T18:56:52.469-07:002017-05-25T18:56:52.469-07:00No. It shows that their managers think before acti...No. It shows that their managers think before acting. Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-90627232391239911472017-05-25T08:30:02.070-07:002017-05-25T08:30:02.070-07:00Do you find yourself growing impatient with Alimen...Do you find yourself growing impatient with Alimentation Couche-Tard and CGI Group? The past 12 months haven't seen the same performance shareholders would have seen in years previously.Rileyhttps://www.blogger.com/profile/17597188396564633892noreply@blogger.com