Great podcast as usual, short and sweet 👍 Any reason why any of: FTS, CNR, WCN, MCO, CP, MA, TRI or POW not part of your top 10 or your portfolio for that matter? Also don’t you think Brookfield and Blackrock are similar as asset managers?
Hi Mike! I have been following you for a few years. Thanks for all the info you share. I am perplex about the choice of some of your positions… They are all great companies lets be clear and I know that the growth of a company is important to you but is it more important than dividend at some point? Most of the stocks in your top ten are below 1% dividend and some are more oriented towards growing the enterprise than the dividend.
Great podcast as usual, short and sweet 👍
Any reason why any of: FTS, CNR, WCN, MCO, CP, MA, TRI or POW not part of your top 10 or your portfolio for that matter?
Also don’t you think Brookfield and Blackrock are similar as asset managers?
Just answered this morning on the podcast. Thank you for the great questions!
Thanks for this!
Hi Mike! I have been following you for a few years. Thanks for all the info you share. I am perplex about the choice of some of your positions… They are all great companies lets be clear and I know that the growth of a company is important to you but is it more important than dividend at some point? Most of the stocks in your top ten are below 1% dividend and some are more oriented towards growing the enterprise than the dividend.
Very interesting question! I'll do a Moose on it for tomorrow morning. Thank you for the inspiration!