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Joined October 3, 2016
@SASKEXPRESS
179 followers
“We are all apprentices in a craft where no one ever becomes a master.” ― Ernest Hemingway
Spend most of your time figuring out what not to invest in, in this sector. The stories you should consider then become more obvious. Timing can trump almost everything though.
Largest holding is cash, GICs and shorter dated bonds.
ADT.AX (June 2018) still stands out as largest equity holding.
FWZ, NGEX, AE, MAI (bought first piece in Feb 2018 as Corex),
Also holding/trading smaller quantities of FIL, VZLA, VGCX, FDR, RLT-P, DEC, MNO, TAR.AX, RCHR, MBL, RUG, FNM.
Baggies: DMR, KGC.V
And numerous private equity positions. 🤞
saskexplorer1 on the twitter.
Spend most of your time figuring out what not to invest in, in this sector. The stories you should consider then become more obvious. Timing can trump almost everything though.
Largest holding is cash, GICs and shorter dated bonds.
ADT.AX (June 2018) still stands out as largest equity holding.
FWZ, NGEX, AE, MAI (bought first piece in Feb 2018 as Corex),
Also holding/trading smaller quantities of FIL, VZLA, VGCX, FDR, RLT-P, DEC, MNO, TAR.AX, RCHR, MBL, RUG, FNM.
Baggies: DMR, KGC.V
And numerous private equity positions. 🤞
saskexplorer1 on the twitter.
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