My portfolio 21


 

My Core Holdings (Hopefully forever stocks)

Linamar

CGI Group

Stella Jones

Lassonde Industries

Couche Tard

Constellation Software

Dollar Tree

Union Pacific

Exco Technologies

Hardwood Distribution

XEF

Boardwalk

Canadian Western Bank

 

 

 

 

My Tradable Holdings (I will sell them when they reach their fair value)

Black Diamond Group

Husky Energy

Gilead Sciences

Potash

Westjet

Alliance Resources Partner

BHP Billiton

National Oilwell Varco

Home Capital Group

 

Restructuring my portfolio and changing investing style

I invest in about 20 companies so far. I see stocks as my employees and trust me I am their worst nightmare. 👿 I perform my rigorous screening process from tens of thousands applicants. I select only 30-40 employees to interview then I hire only 1 of the best at a time by paying him/her upfront payment. Once employees are hired, I pay them nothing. No pay, no benefit, no holiday… 😡 I infamously enforce 24/7 working hour policy. They cannot walk off and I only can fire them based on their performances. Strangely, 😯  they have been bringing in more and more money everyday to me and even bringing their friends to sign the employee contract for free!! I guess life is good 😀

 

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