2 Quality Stocks Trading at Fair Value!

Friends! In this video, I'm going to talk about quality stocks to consider
MY PORTFOLIO & DISCORD: / patientinvestor
MY TWITTER: / patientinvestt
The Broker that I use:
www.interactivebrokers.com/mk...
The stock analysis platform that I use:
tikr.com/patientinvestor
0:00 1st Stock
7:52 2nd Stock
#valueinvesting #stockmarket

[@thepatientinvestor9580]

I use IBKR to invest in international stocks: www.interactivebrokers.com/mkt/?src=pntinvY&url=%2Fen%2Fhome.php

[@czemp85]

I'm also invested in both of them since 2 years, great business

[@Genghis-yp1gt]

It was me who said CP looks like an interesting stock and asked for your thoughts a few months ago! Glad to see you cover it.

[@Dank_Matmo]

Yup it’s my biggest position. Should be if your thesis is on shoring

[@RoTelnCheese]

No you didn’t. He said it first

[@vicvin64]

It was bill ackman before you lol

[@TheStockSaleFlyer]

I really like your thesis on Alimentation Couche-Tard. I might do my own valuation and get into that one. I'd probably have to buy the $ANCTF shares though because I'm with Fidelity.

[@Pizza-gb1ch]

Love these. Thanks.

[@Stocklove]

Amazing video thank you! 🔥

[@baffinsansterre]

2 good canadian cies: ATD is defensive, don't expect sky rocket return; CP is cyclical and part of a duopoly in Canada & cartel in US.

[@ShahidKhan-ek3mx]

Thank you! You are a legend

[@trentslayton6300]

Glad to see you talk about CP my cost basis is 71! It was in a range for 2 years I felt it would bouce but I’m just going to hold on for the ride

[@geoffreywon1706]

Keep these videos coming, appreciate your investment ideas.

[@waldBestMusics]

Thanks again for the super video, how do you find these stocks, that are buying back shares, having growing dividends, what screener do you use then ?

[@thepatientinvestor9580]

I try to share as much as I can with you guys on youtube but anything beyond that i share in my group

[@-rb_1]

haha I own both, what a coincidence. Had been waiting since a year to open position in atd finally bough last month before your first video.

[@cofsin1]

great job, I like that you don't just stick to the "popular" stocks everyone else covers... I do wish you spent a little more time on the financials

[@thepatientinvestor9580]

It would make the videos too long, most people these have a short attention span( rise of tiktok)

[@vicvin64]

These are 2 of maybe 10 stocks that are mandatory in every Canadians portfolio lol. I'm not a fan of atd their financials seem to be deteriorating declining revenues and Canada will likely mandate EVs in the near future they don't seem to have a plan on how to curb that loss of gasoline revenue.

[@TheDividendInvestorCPA]

2 of my core holdings - Great companies with great management teams and efficiencies 👍

[@camacho_67]

I bought a small position in CP at 74$ but it is just 1% of my portfolio. I will DCA if it falls. nice video😀

[@Yaw_Jr]

Excellent as always - it looks like ATD's US ticker hasn't had as much exponential growth as the Canadian ticker.
Does your thesis for ATD apply to ANCTF? Thanks.

[@thepatientinvestor9580]

Yes, look at the 5 year chart of anctf and atd, they both have close to the same performance, it's only a matter of a currency difference

[@Yaw_Jr]

@thepatientinvestor9580 thanks! I really need to join your patreon
Just need to eliminate a few other expenses

[@FinancialAmateur]

Awesome video as always, What do you think would be a fair buy price for atd?

[@thepatientinvestor9580]

I think its a fair price right now

[@knoggers_]

Can you make video on stellantis? - trading at a 3 p/e

[@bella3008]

🌹Patient Investor, is there is a website which lists the top 5 companies in different industries? Thank you.

[@thepatientinvestor9580]

I don't know any website that does that because there's nothing that can really define what a top company is, there are different variables

[@bella3008]

@@thepatientinvestor9580 I understand, you are very correct. Thank you.

[@mohamedashrafkahwash8519]

What do you think about Stone Co (stne)?

[@thepatientinvestor9580]

I don't analyze banks

[@mohamedashrafkahwash8519]

Not a bank it provides financial tech solutions

[@thepatientinvestor9580]

@@mohamedashrafkahwash8519 yes, it's still in the banking industry, I don't analyze it, and especially if it's outside the United States, regulation risk is high

[@kjell744]

Electric cars are mostly charged at home. Edit: corrected spelling.

[@Pizza-gb1ch]

Finding new stocks just to do it sounds like "deworsification". Don't do it.

[@bella3008]

That's a good word.

[@Yaw_Jr]

CP: $70 - $75 consider opening position.
MX CA
Thanks