If not already familiar, consider first browsing through Alta Fox Capital’s analysis of multi-baggers over a five year period ended summer 2020. I will be using their criteria to highlight what has already been and is on track to be another impressive multi-bagger: Sangoma Technologies, currently trading on the TSX Venture (and soon to be [...]
Below is a summary of my thoughts on Q2 performance and holdings, peppered with sector and macro musings. YTD returns are on the Portfolio page. Waste Connections: Currently my largest holding, for good reason: the waste industry is the place to be right now. I wrote a piece on it a few months ago highlighting [...]
The market does not like the idea of Couche Tard buying Carrefour. A common reason is that Couche Tard is stepping away from it's roots to tackle the grocery business. Second, and the only reason that matters in my view, is that Couche Tard's target of 15% EBITDA growth moving forward might be challenged in [...]
What's to say that hasn't been said already. This week alone, Exxon Mobil and Royal Dutch Shell cut dividends. Most Canadian EPs have too. Will this be enough to save them? RBC predictions on GDP growth in Canada look less severe than Europe, but still moderate. Of course it's too early to tell what the [...]
Damn, I missed the 20% upswing. Shame. Did you also participate in the 30-50% drop down?(scroll down for stock examples: Apple, Google, Waste Connections, Royal Bank, CIBC, Enbridge, Fortis, CN Rail)A bear market is known for one thing: volatility. It’s great for trades — if you can time it right.We WILL see a lot more [...]
LC Investing 