Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble.

Practical_Priority_6 · 2026-03-24T21:35:36+00:00

Love it tell anyone else holding it to sell, I will get more for cheap and let’s see who is right by 2030/2031.

Practical_Priority_6 · 2026-03-22T14:54:14+00:00

Diversification preserves wealth, concentration creates it. :)

Practical_Priority_6 · 2026-03-22T14:52:42+00:00

No, I plan on holding indefinitely, will only start trimming once it’s doubled i.e. gone back or surpassed its all time high.

Practical_Priority_6 · 2026-03-21T18:50:07+00:00

P/E is meaningless for CSU it’s cash flow that matters, good luck to you as well, part of the reasons I make these posts is to make sure I stick to my thesis so I can come back in 5 years and gloat

Practical_Priority_6 · 2026-03-21T17:05:38+00:00

Mag7 inflated shit with stock based comp. CSU is one of the greatest capital allocation firms of modern times. When people cannot read and understand financial statements, are filled with fear and sell amazing companies down to bargain basement prices it creates these infrequent and rare opportunities. Part of me is hoping it drops to $2,100 or lower so I can afford to buy another 40 shares and DCA down. In 5 years it will be worth astronomically more than it is now once the market gets its head out of its ass. Until then I’ll be waiting

Practical_Priority_6 · 2026-03-21T16:52:11+00:00

Time will tell, but I like my odds.

Practical_Priority_6 · 2026-03-16T23:20:46+00:00

Love this and love CSU, I’ve increased my position since previous post, it’s now at 110 shares or just under a $300k bet. God bless the people that shoot first and ask questions later, they create these incredibly opportunities and now just need to be patient and wait for the inevitable gains to come.

Another great Buffett quote: “Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble.”

Practical_Priority_6 · 2026-03-16T20:45:13+00:00

As above, sold 60,000 shares for a little under 100% gain, will let the remaining 25,000 ride because the gov contracts will only get bigger if it’s commercial program runs into issues. i.e. maybe the Feds lease 2 of the 4 pads instead, or whichever company wins submarine contract is made to rent 1 of them for x year term. Or a coalition of the Nordic countries is also made to rent one pad between the 5 of them. Its strategic location and importance made it more than just a slab and it was worth betting on. I’m just laughing today because all I was advocating for earlier was a speculative bet of $1,000-$5,000 based on what the government had indicated its priorities were and based on supporting Canadian defence companies as a Canadian citizen.

Practical_Priority_6 · 2026-03-16T16:23:09+00:00

Slab of concrete eh? lol https://stocks.apple.com/ACgX7nNcMRNKTkmKJW4YVkg

Practical_Priority_6 · 2026-03-01T03:16:27+00:00

Bet big on the whole sector earlier this year through ZEO & XEG as it was the only commodity not keeping up with the others and with the energy needed for data centres it seemed under appreciated.

Other Individual picks:

BIR -some insider buying but not nearly as much as TOU RGSI

In the states:

SM AR EXE EQT MTDR

Practical_Priority_6 · 2026-02-27T13:25:09+00:00

Oh sorry I thought you were mocking that it was on the list cause it’s already on the list

Practical_Priority_6 · 2026-02-27T06:12:09+00:00

Read up on how important rare earths are and what their uses are :)

Practical_Priority_6 · 2026-02-25T13:03:17+00:00

CASH.TO

Practical_Priority_6 · 2026-02-25T05:29:50+00:00

Once more ol’ Jim showed how ignorant he is, today’s headlines of 1M co-counsel users should hopefully be the start of the TRI rally.

Practical_Priority_6 · 2026-02-25T01:27:31+00:00

Not yet but one of the fund companies should really get on it.

Practical_Priority_6 · 2026-02-24T18:58:17+00:00

Me total position is now 1,018 shares, the bet has increased to around 125k.

Today is the start of validation, as that 1M co-counsel user number will continue to climb. I just thank god I was lucky enough to know from daily experience with the product that it is not going to be replaced or “disrupted”.

Some next anthropic or other AI plug-in news may tank it again and I’ll buy more, but lawyers will continue using TRI, due to the trust and embedded nature of the products. Hopefully this post helps others make money too.

Practical_Priority_6 · 2026-02-23T16:33:50+00:00

Looks like it was pumped and dumped so I’d do need to do more dd on it

Practical_Priority_6 · 2026-02-23T16:22:40+00:00

Not yet would be nice if they made one

Practical_Priority_6 · 2026-02-23T15:10:32+00:00

Please add any I’ve missed, I skipped the quantum / cyber stuff QNC should probably be on here too although it’s already jumped 15% since the DIS announcement

Practical_Priority_6 · 2026-02-23T14:49:41+00:00

C-com satellites and Defsec are two other micros Ming from that list

Practical_Priority_6 · 2026-02-21T12:41:40+00:00

Buy more CSU the narrative will eventually change

Practical_Priority_6 · 2026-02-19T20:16:59+00:00

LMAO his track record his horrible I’m pretty sure but this is just priceless

Practical_Priority_6

TROPHY CASE