No. of Recommendations: 2
Yes, one day DG will hopefully double as long as it doesn't go under first.
Dollarama was called expansive. It was up 45% YTD vs -44% for DG. Apple was called expansive for a few years and yet it's up another 33% YTD. What % of your portfolio are you prepared to commit to "deep values" and how does the return compare to S&P long term?
I think people are following Buffett's too closely (e.g., buying OXY ; selling APPL, BYD). He's playing a difficult game given his circle of knowledge (everyone has limitations) and the size of his portfolio. People try to imitate him blindly but they often got the wrong perspectives.
palmersq replies on Occidental Petroleum 