Junior R

Both nice trades ..I might put it on if stock hits $390

you can buy UNH today and sell a covered call close to the current price and make 12% if the stock is above the strike on expiry in Dec you pocket the 12% ..might do this if the stock can go under $400

Marc Rowan probably happy he didn't get or take the job lol

the bold part you could get the naked puts assigned so its a good option when you want to buy cheap shares Another good strategy to make yield ..Is buy the index like SPY JAN 1 and sell a 12 month covered call strike close to your purchase price collect 10% including dividend...risk is that ETF in Dec is under your strike price..but you can still collect 4% 12 months out on a strike 5% out...but this is a risk ..or write a naked put 12 months out on index collect 6%..you could split the % collected into 2/3 so this way you can weather the storm for 3 years..for this to work you would look to do this on the margin side and have other stocks like FFH/APO/BRK for the growth of portfolio not for everyone though lol

lol what about Peter Navarro

Trump does need to be careful if the MAG7 loose its business / moat the country will be in worse place ...Best way for him to handle this is what ever he thinks is critical get those rebuilt and the rest just have tariffs dropped to 0 on both sides...With Auto ...Free Trade with Canada and Mexico is fine as they won't wage a ware against the US ...So even if a WAR was to happen you can still import from those two countries by land

the other thing is if anything US makes more money from these countries as many tech companies sell services / ads to to other countries ..Would you rather have your people put shoes together or train them to get better jobs

the other thing XAI just bought x for 3xb so eventually rddt could be an acquisition for a major player...I think it also has 2b in cash

Thanks for write up ELF.to is undervalued..Is there a reason why you have a higher % here vs ffh

Whats eft.to

What was the cost in % on whole portfolio.... .5%

Last week was a good buy with the drop in prices

also added googl but not at the low of the day lol

easy 50% gain from here within next couple years as IPO comes out

India has alot of regulation so you need to satisfy them and I think Fairfax stated once you statisfy one a new one comes up

most likely the sell off is due to people thinking this was getting added to Index Friday...nothing to do with new Canadian government as @Xerxes also stated

more ffh

everyone is on buying rampage lol tables have turned since alot of us where stuck on what to buy lol

I think someone asked about treasury shares before

same started to add back APO

No we should create one its undervalued alternative asset management in Latin America.

Same added more PAX

FFH has really done during good during these market drawdowns