what stocks you buying this year?

williammartin

Well-known member
Mar 14, 2011
734
614
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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
1,668
753
113
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

Well-known member
Oct 31, 2011
33,743
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Might want to consider ammunition stocks in the USA.......
 

jeff2

Well-known member
Sep 11, 2004
2,167
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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:

View attachment 540803

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:

View attachment 540806
Wow. Fantastic gain! Congrats. True about the outstanding share price. Some people think a stock split means they make more money. lol
 
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Leannabanks

LeannaBanks
Sep 23, 2025
18
25
13
Barrie
Raytheon Lockheed Martin copper Canadian miners, oil, and bitcoin
 
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K Douglas

Half Man Half Amazing
Jan 5, 2005
30,436
12,044
113
Room 112
Raytheon Lockheed Martin copper Canadian minors, oil, and bitcoin
Yes I have a bit of $$ invested in RTX and Lockheed Martin. Actually just bought another 30 shares of RTX a couple weeks ago.
 
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jeff2

Well-known member
Sep 11, 2004
2,167
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For your cash position would you choose ZCS over ZST to get a little more? Thinking of switching.
 

K Douglas

Half Man Half Amazing
Jan 5, 2005
30,436
12,044
113
Room 112

Leannabanks

LeannaBanks
Sep 23, 2025
18
25
13
Barrie

dudeman77

Member
Oct 8, 2021
80
77
18
How are the IREN bros feeling now haha, dropped from $50 to $40 - time to buy?

Most of the picks here were crap (so far YTD), except for oil and copper.

My sad story is that I heard of IREN in April 2025 when it was just around $5, this dude called Andrew Wilkinson was talking about it on a podcast, thought he was just shilling his own book and didn't invest. Rip to a 10 bagger.
 
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dudeman77

Member
Oct 8, 2021
80
77
18
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
Care to DM me and trade some best picks on miners? Open anyone else who is interested.

I did a bunch of research on smaller producers and added about 10-15 names into my portfolio after the Jan 30 dip.
 

Ponderling

Lotsa things to think about
Jul 19, 2021
2,015
1,747
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Mississauga
I have been buying more CSU and TRI after their recent falls from grace to shore up my IT exposure.
WCP for more Canadian energy, after having trimmed some of my OVV. the US decendent of the old Encana.
SVV for more exposure to consumer discretionary with a hope that this one long term is mostly resistant to any recession or US down buying due to tariff tax loads they are paying.
 

jeff2

Well-known member
Sep 11, 2004
2,167
1,245
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I have been buying more CSU and TRI after their recent falls from grace to shore up my IT exposure.
WCP for more Canadian energy, after having trimmed some of my OVV. the US decendent of the old Encana.
SVV for more exposure to consumer discretionary with a hope that this one long term is mostly resistant to any recession or US down buying due to tariff tax loads they are paying.
I might buy some more TOI. I paid $ 67 a few years back. WCP I have since Crescent Point. Still underwater on that as the 2014 oil crash did it in.
 

Ponderling

Lotsa things to think about
Jul 19, 2021
2,015
1,747
113
Mississauga
I might buy some more TOI. I paid $ 67 a few years back. WCP I have since Crescent Point. Still underwater on that as the 2014 oil crash did it in.
I was lucky that my CPE from back in the early 10's was in non reg account whenh oil sold off.
So that sale at a loss was carried forward for a few years to counter other capital gains thta happened later.

Some oil service firms were in my RRSP, so those were just sour lemons to suck when I sold them and put the lesser funds to work on other holdings.
 

RustedWalleye

Active member
Jan 10, 2021
123
191
43
How are the IREN bros feeling now haha, dropped from $50 to $40 - time to buy?

Most of the picks here were crap (so far YTD), except for oil and copper.

My sad story is that I heard of IREN in April 2025 when it was just around $5, this dude called Andrew Wilkinson was talking about it on a podcast, thought he was just shilling his own book and didn't invest. Rip to a 10 bagger.
I'm feeling fine. I got in early... .im not selling. This is easily a 100 stock on a year once it fully migrates over to an AI workload.
 
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