Weekend Digest #234: Airports, Tech Stocks, Suncor, Washington Trust, & January IMF Portfolio Buys
Some January purchases, reiterating the bull case for Suncor & Mexican Airports, and other odds & ends.
Summary
Reminder: The next bull market won't be in tech stocks.
Suncor is a great long-term investment and is now at a relative value compared to the American oil majors.
Mexican Airports: Up a lot, but still at fine prices and the forward prospects are good. I see no reason to sell yet.
IMF January Buys, what I added to the portfolio including some industr…
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