2 contrarian stocks for March 2024 (I’m buying!) [EP. 78]
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:42) - young investors must learn to be patient (2:53) - Alimentation Couche Tard $ATD - what is ACT? Business model; what happened this quarter? Value-oriented customers; Inner Circle loyalty club; the beauty of private label products; DavidsTEA & elevating the experience; Total acquisition (13:48) - Enghouse Systems $ENGH; business model; what happened during the last 5 years, and what went wrong; their shifting revenue profile; no debt; high insider ownership; conservative investing; (20:50) - small trades - XEI; ENB; QBR; FNV; BCBN