TSX:AX.P.E - Post by User
Comment by
Torontojayon Apr 10, 2024 1:49pm
43 Views
Post# 35981620
RE:RE:RE:REIT SELL OFF ONLY ACCELERATING
RE:RE:RE:REIT SELL OFF ONLY ACCELERATING
Frankie10 wrote: What are you invested in currently? Care to breakdown the portfolio TJ?
Hi Frankie, I own some stocks that are benefitting from the current environment. I'll name you a few of the stocks I own:
financials : Goeasy
Energy : Terravest
The two stocks above are my highest conviction stocks. Terravest is recession resistant and does not depend on the oil price. Goeasy is my longest holding position and originally purchased over 10 years ago. I'm very proud of these picks.
defense/military : Kraken robotics
retail : Reitmans
Gold: Dynacor
others:
Clairvest group
Information services
Redishred capital
Clarke
I usually post on the companies that I own unless I'm bad mouthing them :)
The rest is in short term cash/silver
Does Pokmon cards count? My kids have made me spend so much money on these cards that I'm literally broke.