Steeles Royal

what stocks you buying this year?

dudeman77

Member
Oct 8, 2021
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Damn, all time highs on copx.

Maybe it can run more but my money is on silver futures.
I'm still adding (a little) at all time high prices, betting its gonna run up big by end of year. PHYS is the safer investment though. I held a silver miner from 2021 till Dec 2025, sold in the last week of Dec for tax reasons. I didn't rebuy, and its up 20% since then, so I may have missed the (recent) silver train. If it drops back to 70's I might buy, but I doubt it will.
 
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K Douglas

Half Man Half Amazing
Jan 5, 2005
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So many assets across many sectors are at, or near, all time highs. This makes it challenging because you then have to pick which sectors are primed for future growth. I still like precious metals because central banks have been buying them up in droves and they typically do well as the USD declines in value. That is happening quite a bit as international banks are selling off US debt. They are also an inflation hedge.

I just purchased 100 units of PSLV yesterday at $40.18. Its up almost 25% YTD. The run on silver will continue I reckon. And this one for me is undervalued compared to its competitors like iShares.
 

K Douglas

Half Man Half Amazing
Jan 5, 2005
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TSM Taiwan Semiconductor Manufacturing. Current stock price is expensive at US$342.40. But analyst targets are US$408 by end of 2026. That's 19% appreciation. This company has a 63% market share on semiconductors. Its margins are crazy rivaling some of the big software giants. The only risk as I see it besides a drop in the US$ is tensions arising between China and Taiwan. But if that were to happen we'd likely be heading to WW3 and all the markets would tank.
 
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K Douglas

Half Man Half Amazing
Jan 5, 2005
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already own it. I'm looking at QIMC right now as a potential buy
A year ago was trading at $0.12. It closed Friday at $0.97. Is this legit? Also can't seem to find their latest financial statement for the year ending Sept 30, 2025.
 

MatureMan

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Oct 5, 2024
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A year ago was trading at $0.12. It closed Friday at $0.97. Is this legit? Also can't seem to find their latest financial statement for the year ending Sept 30, 2025.
I tend to avoid penny stocks. Lost too much money in them over the years. today I primarily trade options.
 

K Douglas

Half Man Half Amazing
Jan 5, 2005
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I tend to avoid penny stocks. Lost too much money in them over the years. today I primarily trade options.
I don't trade options and generally avoid penny stocks as well. Although my best hit on any stock was a penny stock called Fuel Cell Technologies. They manufactured fuel cells for vehicles and signed a deal with Ford. I got the tip from a girl I was dating at the time, she was an assistant for a big wig at BMO Nesbitt Burns. IIRC bought in at $0.85 and sold at $3.30.
 
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Adam_hadam

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Feb 26, 2008
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So many assets across many sectors are at, or near, all time highs. This makes it challenging because you then have to pick which sectors are primed for future growth. I still like precious metals because central banks have been buying them up in droves and they typically do well as the USD declines in value. That is happening quite a bit as international banks are selling off US debt. They are also an inflation hedge.

I just purchased 100 units of PSLV yesterday at $40.18. Its up almost 25% YTD. The run on silver will continue I reckon. And this one for me is undervalued compared to its competitors like iShares.
Also with PSLV, its a physical silver etf which means Sprott needs to have enough silver in their vault to cover the etf. Other etf's use "paper silver" .
 

K Douglas

Half Man Half Amazing
Jan 5, 2005
31,003
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Room 112
Also with PSLV, its a physical silver etf which means Sprott needs to have enough silver in their vault to cover the etf. Other etf's use "paper silver" .
Funnily enough I was just talking about this with a client a couple of days ago. He prefers to buy 32 oz. physical bars and currently has a few which he keeps at home in a safe. He's been stockpiling for the past two years.
 
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Just_browsingg

New member
Jan 14, 2024
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Fairfax (ffh) they make money, they sell at less than 10 times earnings and pay a small dividend. The guy that runs it is considered the Warren buffet of Canada and I think there’s a lot of room to run up. Kind of a conservative play, but it’s been a good long-term holding for me.
I'll second this, FFH is the BRK of Canada and just got added to the TSX60 a month ago, I've been adding a couple shares a month for a while now just because of the faith I have in their business model and management.
 
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williammartin

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Mar 14, 2011
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I am considering buying also. Just wish it was lower.

View attachment 540749
I suffered from this same concern about FFH, way back when I bought my first 100 shares of Prem's Great Canadian Value Conglomerate back in the summer of 2010.

But remember the absolute share price isn't a measure of high or low, cheap or expensive.

For those measures, one must look at other elements about the stock, principally (but not exclusively) the P/E ratio (current and Forward). And if you do, you'll see that FFH is a unicorn, on par with Buffett's BRK:

1000045875.png

I can't think of too many other stocks that have had the price appreciation FFH has had, all while sporting a durably low P/E over the 15+ years I've had it.

With my holdings now over 700 shares and counting--yes, I still make FFH purchases despite the now 2K+ share price!--I've never regretted the decision to invest in Fairfax. Truly a buy-and-hold for life.


Wills.

PS. Would be remiss if I didn't compare FFH's performance to the usual benchmarks. Such a comparison only deepens the story on how impressive it's been, especially compared to the TSX60:

1000045876.png
 

Caspertheghost

Well-known member
Jan 27, 2005
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Miners, AI trade still has legs, financials and nat gas. Later in the year anticipating oil and industrials will start to move better. But US hitting Iran in next week or two may mean a short term trade in oil is a good risk to take early this week
 
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Butler1000

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Oct 31, 2011
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Might want to consider ammunition stocks in the USA.......
 
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