Please, submit only stocks that you own. Because if you believe in some stocks, why the fuck wouldn't you own them? I want believers, no gamblers.
Also, please submit your picks before january 10th. If you're stupid enough to submit some picks on may 16th or some random late date, I will write a specific post to bully you.
Here are my picks:
1- Constellation Software (CSU.TO)
2- Mastercard (MA)
3- Keysight Technologies (KEYS)
4- O'Reilly (ORLY)
5- United Health (UNH)
As I've been ill for awhile now I'll keep this short...
RépondreSupprimer1- BN (tsx)
2- BAM (tsx)
3- BIP-UN (tsx)
4-OTEX (tsx)
5- TIH (tsx)
Ce commentaire a été supprimé par l'auteur.
RépondreSupprimerMy top 5 picks are:
RépondreSupprimer1. Viemed Health
2. BIP.UN
3. Microsoft
4. Goeasy
5. Fortinet
and now that will be a fee of $499.
Dean, did you end up buying Pluribus Technologies (PLRB) IPO last year? Do you still hold it? Any thoughts on the management and the dilution?
SupprimerDo you still hold Enghouse? It was both of ours top pick last year.
Since Constellation is spinning out smaller divisions, I am re-evaluating my "baby Constellation" holdings thesis - especially since they are almost always much less shareholder friendly and less disciplined in their growth / capital allocation.
I did not buy Pluribus. 52 week high 6.69, now at 1.66. There are quite a few risks in owing it now. It is a long term SPEC BUY.
SupprimerI still hold ENGH
Alimentation Couche-Tard
RépondreSupprimerBank of America
Berkshire Hathaway
Alphabet
Constellation Software
My top 5 as of current weighting
RépondreSupprimerRoyal Bank
Apple
QQQ
Google
Amazon
This is a complicated way of saying Royal Bank and QQQ.
I would still like you to write a post bullying me. Thanks.
Alphabet
RépondreSupprimerIridium
Fairfax Financial
JBSS
CME
Top Picks for 2023
RépondreSupprimer1. Markle Corp (MKL)
2. Danaher (DHR)
3. Broadridge (BR)
4. Agilent Tech (A)
5. Brookfield Corp (BN)
Small Cap for 2023: ZoomInfo Tech (ZI)
Return in 2022: -16.52%
Pls bully the bully: Meta, Evolution Gaming, Plover Bay, Best of the Best PLC, Kaspi
RépondreSupprimer