Archive

Gildan Activeware: High Quality at an Attractive Price

My newest position checks off all the boxes for a long-term hold

Argan Inc. Might Be The Cheapest Dividend Stock in the Entire World

3x EV/EBIT ratio, anyone?

Recipe Corp Merger Arb: Is This 20% Annualized Return Too Good to Be True?

Why Don't More Buffett Devotees Actually Copy Him?

1960s Warren Buffett was interesting. 2020s Buffett? Not so much.

8 Investing Lessons I Had to Learn The Hard Way

They say all mistakes are good as long as you learn from them. They lied.

Has Rogers Sugar Quietly Turned Itself Into a Growth Stock?

You thought Rogers was a bond proxy? You thought wrong.

What John Goodman Taught me About Finance, Dividends, and Life

Or, in other words, the beautiful simplicity of The Position of F*ck You

Are Canadian Telecoms The Best Boring Businesses on Earth?

And, as a bonus, the one I'm buying today

Stock Analysis: Corby Spirits & Wine

A little followed business I plan to tuck away for a very long time

Oh, Canada! A Few Notes on My Canadian Centric Portfolio

Plus my top 24 stocks ranked by income generated