We have similar investment styles. I truly appreciate all the extra information you freely give. I have both ARC for the dividends and hopefully some growth and BIR for the dividends and far more growth. I know some the management at BIR personally and they are absolutely the best in the business. I wouldn't consider selling unless some macro disaster forced me out of all of them. I also have TOU and PNE for gas and some Cdn oil producers. My investing focus is oil gas and nuclear since they are the basis of modern society and gold and silver because I think western governments are obliterating personal wealth and that is the only investment that I think will hold up to the destruction they create. Thanks again for all the information you give out.
If Israel is dependent on United States for its defense, it is not defending itself. Biden will cave in to the progressive left in a desperate attempt to retain power in an election year in my opinion.
"And in demanding that a democratic country conduct war to standards that have never been met by any belligerent in history—and could never be met—we will be signaling the ultimate surrender of our own democracy too." You wanted Israel to fight by only using sharp shooters and infantry to somehow kill only Hamas terrorists. That was ridiculous military advice.
Sure looks like recommendations to me. Your constant chatter about how they are undervalued. But it’s good to know your readers should not take them as recommendations.
I not only do not recommend anything to anyone, but also I am clear to my readers that my investment horizon is not a quarter, a year, or even a few years but decades. You comments on "down 30% for 1 year" just makes me hope you can succeed with your shorter term outlook and somewhat "dog in the manger" attitude to anyone else. Birchcliff is undervalued, but there is no guarantee that its underlying value will be realized.
The only way a person can invest for decades is to buy the S&P and forget about it. You comment almost daily on whether you think a stock is over valued or under valued. Not the sign of a long term investor. So I feel free to comment on your 'expertise." The best way to judge the success of an investor is their record. A year is enough time to see how your picks are doing. David Burrows would agree.
Jim Simons used the same approach I do to manage his Medallion Fund and earned an average 66% rate of return over 30 years. Peter Lynch used a buy and hold strategy in Magellan Fund and retuned 27% annually for 14 years. You are out of your depth.
You really are hilarious. Now you are equal to Simons and Lynch. Why aren't you running billions of dollars in a fund? Instead, you make all kinds of inconsistent claims about being a long or short term investor depending on the day. I doubt seriously if either Simons or Lynch would have spent their time on Twitter making claims like you. Stay in the shallow pool Michael.
I’ve made the mistake the last two years of selling stocks too late, experiencing a big dip that I have to hold for. With ARC, I sold at $23.11 in late February of this year. Kicking myself now! I do hold BIR as well, and appreciate your thoughts in this piece.
I do own BIR.to, which has been my most sluggish holding, but was surprised to see yesterday that National Bank revised their ARX target from 25 to 33 cad. https://twitter.com/emmpeethree/status/1781350140001046965/photo/1
We have similar investment styles. I truly appreciate all the extra information you freely give. I have both ARC for the dividends and hopefully some growth and BIR for the dividends and far more growth. I know some the management at BIR personally and they are absolutely the best in the business. I wouldn't consider selling unless some macro disaster forced me out of all of them. I also have TOU and PNE for gas and some Cdn oil producers. My investing focus is oil gas and nuclear since they are the basis of modern society and gold and silver because I think western governments are obliterating personal wealth and that is the only investment that I think will hold up to the destruction they create. Thanks again for all the information you give out.
Thanks for recommending Birchcliff it is down only 30% for 1 yr. Any other great picks?
I don't recommend any stocks to anyone Harry. I just publish my analysis and my holdings. You are welcome.
This is off the subject of stocks but the link is to an article about war. Anyone who values democracy should read it. https://www.wsj.com/articles/western-democracys-future-depends-on-israels-victory-gaza-hamas-iran-de7b1f73?mod=panda_wsj_author_alert
If Israel is dependent on United States for its defense, it is not defending itself. Biden will cave in to the progressive left in a desperate attempt to retain power in an election year in my opinion.
"And in demanding that a democratic country conduct war to standards that have never been met by any belligerent in history—and could never be met—we will be signaling the ultimate surrender of our own democracy too." You wanted Israel to fight by only using sharp shooters and infantry to somehow kill only Hamas terrorists. That was ridiculous military advice.
Sure looks like recommendations to me. Your constant chatter about how they are undervalued. But it’s good to know your readers should not take them as recommendations.
I not only do not recommend anything to anyone, but also I am clear to my readers that my investment horizon is not a quarter, a year, or even a few years but decades. You comments on "down 30% for 1 year" just makes me hope you can succeed with your shorter term outlook and somewhat "dog in the manger" attitude to anyone else. Birchcliff is undervalued, but there is no guarantee that its underlying value will be realized.
The only way a person can invest for decades is to buy the S&P and forget about it. You comment almost daily on whether you think a stock is over valued or under valued. Not the sign of a long term investor. So I feel free to comment on your 'expertise." The best way to judge the success of an investor is their record. A year is enough time to see how your picks are doing. David Burrows would agree.
Jim Simons used the same approach I do to manage his Medallion Fund and earned an average 66% rate of return over 30 years. Peter Lynch used a buy and hold strategy in Magellan Fund and retuned 27% annually for 14 years. You are out of your depth.
You really are hilarious. Now you are equal to Simons and Lynch. Why aren't you running billions of dollars in a fund? Instead, you make all kinds of inconsistent claims about being a long or short term investor depending on the day. I doubt seriously if either Simons or Lynch would have spent their time on Twitter making claims like you. Stay in the shallow pool Michael.
I’ve made the mistake the last two years of selling stocks too late, experiencing a big dip that I have to hold for. With ARC, I sold at $23.11 in late February of this year. Kicking myself now! I do hold BIR as well, and appreciate your thoughts in this piece.