24 STOCKS FOR 2024

1. $Alibaba(BABA.US)$ - cheap with high growth, high margins.
2. $Oaktree Specialty Lending(OCSL.US)$ - very high yield with rising earnings & high rates.
3. $Bank of America(BAC.US)$ - still pretty cheap w/ sky-high margins
4. $Brookfield(BN.US)$ - cheap, good assets, very strong revenue growth, will gain if Fed cuts
5. $PDD Holdings(PDD.US)$ - only at 20 times earnings (ish) despite triple digit growth
6. $Taiwan Semiconductor(TSM.US)$ - high moat, may sell this one if it rises much more though
7. $The Toronto-Dominion Bank(TD.US)$ - will be interesting to see if it can beat this DOJ investigation
8. $Brookfield Asset Management(BAM.US)$ - 50% net margin!
9. $Alphabet-C(GOOG.US)$ - one of the bigger moats in big tech
10. $Apple(AAPL.US)$ - ditto, ranks lower than Goog because pricey
11. $Postal Savings Bank Of China(601658.SH)$ - dirt cheap, high yield, no loans to failing Chinese real estate cos
12. $Berkshire Hathaway-B(BRK.B.US)$ - it's Berkshire Hathaway, duh!
13. $NVIDIA(NVDA.US)$ - huge moat but pricey
14. $Torm(TRMD.US)$ - small cap with high growth, would maybe buy at like $20
15. $Occidental Petroleum(OXY.US)$ - when it dips below $59 Buffett usually buys
16. $BYD Company ADR(BYDDY.US)$ - got beaten down on high growth, valuation vastly improved
17. $Adobe(ADBE.US)$ - incredible products, high moat
18. $Canadian National Railway(CNI.US)$ - I'd buy it at 15X earnings or $140, whichever came first
19. $Meta Platforms(META.US)$ - would be a great buy if it for some reason crashed again
20. $Unilever(UL.US)$ - significant discount to the big U.S. food brands, yet assets just as good.
21. $Fortis(FTS.US)$ - very reliable Canadian dividend King, 50 consecutive dividend hikes
22. $Shopify(SHOP.US)$ - has returned to high growth and is now arguably profitable. price/sales multiple coming down.
23. $ALIMENTATION COUCHE-TARD(ANCTF.US)$ - very good capital allocation strategy.
24. $FIRST NATIONAL FINANCIAL CORP(FNLIF.US)$ - non-bank lender with sky-high 6.4% yield!