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2 contrarian stocks for March 2024 (I’m buying!) [EP. 78]

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Content provided by Newcomer Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Newcomer Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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

  continue reading

94 episoade

Artwork
iconDistribuie
 
Manage episode 409861433 series 3449815
Content provided by Newcomer Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Newcomer Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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

  continue reading

94 episoade

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