Author Topic: Top Pick 2021  (Read 1380 times)

no_free_lunch

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Top Pick 2021
« on: December 31, 2020, 05:38:03 PM »
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.


deleuze68

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Re: Top Pick 2021
« Reply #1 on: December 31, 2020, 06:01:15 PM »
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 https://www.reddit.com/r/CanadianInvestor/comments/kcjqwh/deep_dive_into_apollo_healthcare_ahcto_the/



s8019

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Re: Top Pick 2021
« Reply #2 on: January 22, 2021, 12:29:12 AM »
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.

ourkid8

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Re: Top Pick 2021
« Reply #3 on: January 22, 2021, 06:15:19 AM »
BB however it has gone on a massive run so far so my second option is FB. 

thepupil

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