YCG Investments
“If you buy above average businesses at below average prices, on average, we believe you should come out ahead.” — Brian Yacktman

GM Offers U.S. a Majority Stake

RECENT THOUGHTS

The Future, Innovation, and Investing Implications

Nike - Just Do It!

Brexit surprise, now bubble territory?

Wells Fargo: A Heuristic Opportunity

Richemont

What’s wrong this title? This was on the front page of the WSJ today…unbelievable!

Disclaimer: The specific securities identified and discussed should not be considered a recommendation to purchase or sell any particular security. Rather, this commentary is presented solely for the purpose of illustrating YCG’s investment approach. These commentaries contain our views and opinions at the time such commentaries were written and are subject to change thereafter. The securities discussed do not represent an account’s entire portfolio and in the aggregate may represent only a small percentage of an account’s portfolio holdings. These commentaries may include “forward looking statements” which may or may not be accurate in the long-term. It should not be assumed that any of the securities transactions or holdings discussed were or will prove to be profitable. Past performance is no guarantee of future results.

Posted by: Brian Yacktman | April 28, 2009 | Permalink

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