no_free_lunch Posted January 1, 2021 Share Posted January 1, 2021 What is your best idea for '21? I choose elf.to, I think the upside is significant with little chance of capital loss. Management is active and should work on the NAV discount. So boring but all the sexy stocks are at the moon already. Link to comment Share on other sites More sharing options...
deleuze68 Posted January 1, 2021 Share Posted January 1, 2021 Apollo Healthcare (AHC.TO) Rare to find a stock trading at this valuation with zero debt and exponential growth. Sure the pandemic helped fuel this growth but new customer wins aren't going to disappear when the pandemic wanes. I've done a much more extensive write-up here Link to comment Share on other sites More sharing options...
s8019 Posted January 22, 2021 Share Posted January 22, 2021 Alviva Holdings. IT distributor in South Africa. The business is not particularly growing but not dying either. Trades at 30-40% normalized FCF yield (I adjust more or less through the cycle), insignificant net debt, buying back shares. There is a country risk of course, and currency exposure, so do your own research. Link to comment Share on other sites More sharing options...
ourkid8 Posted January 22, 2021 Share Posted January 22, 2021 BB however it has gone on a massive run so far so my second option is FB. Link to comment Share on other sites More sharing options...
thepupil Posted January 22, 2021 Share Posted January 22, 2021 https://www.cornerofberkshireandfairfax.ca/forum/general-discussion/favorite-stock-for-2021/msg445805/#msg445805 this thread already exists Link to comment Share on other sites More sharing options...
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