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Martin A's avatar

Thank you for posting, always interesting to read you.

I finally jumped in LVMH last week after watching it since January. Luxury is a good investment in these troubled times and the stock was getting cheap (!) again..

The move in BBD is mindboggling to me and I still kick myself for missing it. Good catch on your part.

My best Canadian names this year have been PNG and MDA, although my best long term multi bagger is still IFC.

Good luck.

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Jaime's avatar

I’m in SPOT and NTDOY too. Spot has ballooned into my biggest position recently. I was in GOOG but politically I couldn’t stomach being a holder after I saw their reaction to Trump being elected so I sold it (and META as well for the same reason).

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