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.
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’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.