Circle of Competence

Hi,

Am i the only one who doesn't like investing into tech? Don't get me wrong i have tech stocks but i personally tend to avoid them. I have a big issue with investing in the hottest trend. It might be quirky or cringe but something bugs me. Always seeing the same companies being posted, and magically getting fed by another company and so forth and so forth before it's a giant ring and spiderweb.

I guess that goes back to Buffet and his whole outcome on Circle of Competency - investing in what you know and investing in something you understand and are competent with. Tech (think Nvidia, ASML, Micron, Sandisk ect ect) for me is something i don't get at all, yet I've grown up with it. I believe I'm more competent in traditional sectors like finance and definitely industrial stuff.

Is anyone else like that?

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u/massaro1234 — 2 days ago

Canadian Stocks for a Non Canadian

Hello, for context I'm over the pond in the UK, I'm a big believer in my UK home market and have a boat load of UK stocks and trusts - even a Canadian focused trust called Canadian General Investments which i like because it holds CPKS railway which from what i have read is the only CA-US-MX railway.

However I've been slowly now trying to convince myself to expand to a different country - ideally not the US. So looking at similar countries Canada is interesting to me.

So far i love the looks of BMO, TD and CSU (Personal experience i saw TD everywhere in NYC and i read somewhere BMO is pushing west into the states as well. I'm also aware they are beyond kings in dividends which i like).

I did some digging and Metro looks promising too.

Now the big question is for you. The Canadian investors what would you say are some core Canadian stocks you think are important, either the safety aspect, dividend aspect or growth aspect?

I would absolutely love to see how our differing investing views are or just how similar they are?

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u/massaro1234 — 4 days ago

What's your favourite boring stock

As the title says. Whether it's making paper, cakes or something wildly obscure. If it's not AI or Tech. It's apparently boring today.

So my fellow UK stock lovers.

What's your favourite go-to UK stock/company?

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u/massaro1234 — 29 days ago

Tesco Shares

I love UK stocks.

I only hold B&M when it comes to retail.

Tesco is looking interesting to me, people who have invested in Tesco, why and how is it doing for you?

u/massaro1234 — 1 month ago