Lynch & Buffett Strategies Winning North of the Border

This year hasn’t been a great one for Canadian stocks, but Peter Lynch and Warren Buffett have been having quite a bit of success north of the border — at least, their strategies have.

In his Number Cruncher column, John Heinzl of Canada’s Globe and Mail has been tracking a 9-stock portfolio of stocks that got high marks from Validea Canada CEO John Reese’s Buffett- and Lynch-based models, and the result has been some strong market outperformance. “From the inception date on Jan. 18 through Oct. 2, seven of the nine stocks rose, led by a 48.5-per-cent gain in Alimentation Couche-Tard,” Heinzl writes.

Overall, the portfolio has gained 11.6%, excluding dividends. “That crushed the S&P/TSX composite index, which rose about 0.5 per cent, excluding dividends, over the same period,” Heinzl says. To see the full portfolio, click here.