First off, welcome to The Circle. Over the years, I’ve had exchanges with many of you where we’ve shared ideas, hashed out existing ones, and uncovered new ones. It’s a process that is so important when it comes to investing. Identifying quality situations and taking the time to understand them, sometimes over long periods, has been the key to our success. I’ve heard personal success stories from many of you and I enjoy each and every one of them. I’ve seen investors go from total greenhorns to real market operators, which has been rewarding to witness. My experience gives me a perspective that most investors just can’t get access to…

Building on my commentary about the anatomy of a multi-bagger, mixed with my views on some high quality assets, the companies below are all ones that I hold personally and they are all names that I have or would personally add to as indicated below. Each is rated by the number of wedges included in the circle beside it… that rating is an indicative reflection of my relative weighting/conviction level personally. I include these indicators to focus the attention of those with less bandwidth than me (I own them all), but if I’m including a name, it’s because I think it has attractive attributes. With that said, here goes:‍

I love it when I get to write about my favourite position, especially when it's up nearly 32% to yet another all-time high on the back of yet another strategic -- and highly accretive -- acquisition. This morning before the market opened, Tenaz Energy (TNZ.TO, last at $26.73)...

Everyone knows the addage, "You've got to make hay while the sun is shining" and that couldn't be more true of the resource sector right now. As the markets continue to climb the Wall of Worry, the broader indexes are at their highs and many of the stocks in the resource sector are no exception...

No one likes to wait. In this world of instant online gratification, patience is becoming an increasingly rare commodity, and yet, it can be one of an investor's greatest assets. I've sometimes thought that the characteristics that make good farmers are the same characteristics...

I'm a big believer in the idea that the universe has a way of telling you things if you're paying attention. You can call it superstition, but when you think about it, superstition can be one of the roots of optimism...

Unless you've been asleep, you've likely felt some market turbulence lately. From February 20th to March 13th, the S&P dropped about ten percent as the market worried about recessionary fears and Trump tariffs. The TSX Venture exchange also dropped about ten percent in an even shorter period, while the TSX big board fared a little better and only shed about 5 percent...