💰 Three $PXT.TO insiders bought on Nov 9, days after earnings collapse.
CEO Imad Mohsen: 24,870 sh, ~C$499k
Chair Glenn McNamara: 7,500 sh, ~C$152k
Director Sigmund Cornelius: 5,000 sh, C$99k
~C$750k at ~$20.
$19.62, 7.8% yield, ~US$26k per flowing boe/d. Great R/R here.
Enbridge $ENB.TO is quietly flirting with a 52-week low:
- Owns irreplaceable energy infrastructure assets
- 6% dividend, 3-4% growth
- 31 years of consecutive dividend raises
- Next dividend raise expected in Dec
- Trades for ~11x DCF
- Utilties biz growing by ~7% per year
U.S. stocks have fallen so much. If you're looking to invest for the long term, these 6 ETFs are worth a look
The Nasdaq has fallen for 4 consecutive weeks, and plenty of tech stocks have also pulled back significantly
If you don't want to research individual stocks and pore over earnings reports every day, you might want to pay more attention to ETFs
I've put together 6 fairly representative U.S. stock ETFs covering tech growth, broad-market indexes, dividends, and short-term U.S. Treasuries. Each has its own characteristics
① $VOO|S&P 500 ETF
Covers about 500 large U.S. listed companies, including tech giants like Nvidia, Apple, and Microsoft
An annual expense ratio of just 0.03%, making it a good foundational choice for long-term U.S. stock allocations
② $QQQM|Nasdaq 100 ETF
More focused on tech and growth companies, with higher weightings in areas like AI, semiconductors, and software
An annual expense ratio of 0.15%. It offers more growth potential, but its volatility will also be more pronounced when tech stocks pull back
③ $RSP|Equal-Weight S&P 500 ETF
This one is pretty interesting
Although it also invests in S&P 500 constituents, it uses an equal-weight strategy, reducing the influence of a handful of tech giants on overall performance
An annual expense ratio of 0.20%. If you're concerned that U.S. stocks are too dependent on a few tech giants, this one is worth a look
④ $SCHD|High Dividend ETF
Primarily invests in U.S. companies with strong financials and a sustained ability to pay dividends
An annual expense ratio of 0.06%, making it a good fit for those interested in dividend income and value investing
⑤ $VIG|Dividend Growth ETF
Somewhat different from SCHD, it focuses more on high-quality companies that can keep raising their dividends
An annual expense ratio of 0.04%, suitable for investors focused on long-term dividend growth
⑥ $SGOV|Short-Term U.S. Treasury ETF
Primarily invests in U.S. Treasury securities with remaining maturities of 3 months or less
An annual expense ratio of 0.09%. Its price fluctuations are relatively small, and its returns mainly come from interest on short-term U.S. Treasuries. If you don't want to take on too much stock market volatility for now, you could also consider using it to manage idle U.S. dollar funds
These 6 ETFs each have their own characteristics. For long-term investing, you should still choose based on your risk tolerance and investment goals
I've also put the relevant data into a comparison chart for easy reference later. If you’re interested, check out the link in my bio.
Markets go up and down, so there's no need to rush to catch the bottom. Just go at your own pace. DYOR
Topaz Energy $TPZ.TO
- Owns extensive oil and natural gas reserves in Alberta, B.C, Sask
- Gets royalty income on each barrel produced
- Unique partnership with $TOU.TO
- Has grown its dividend by 75% since the 2020 IPO
- 5% yield, 60% payout ratio
- Nice balance sheet
Could be pretty interesting if oil keeps falling.
Nice results from $PPL.TO last night. $GEI.TO too. We own both - but have to wonder if Gibson is envious of Pembina's growth pipeline. I wrote about it here.
https://t.co/hUlJDr3WHU
$BIPC.TO was not a one day story and it sits in the Btsx-27 portfolio.
Beat the TSX-27, week 6:
up 2.58% on the week,
up 7.42% since inception of Sept 25.
7.21% ahead of XIC.
Full update on substack onMonday
Have a great weekend.
I studied Martin Luk's 2026 trades, and the system which won him the USIC and generated +969.8% in 2025, +844.5% through Aug 2026, and 150%+ in Oktober alone.
No 0DTEs. No Options. No futures.
This article will change your trading career. https://t.co/pNET6Jxh2z
Gold is in the gutter, and many gold #stocks are trading at 52 week lows. I took 6 of the largest in Canada and ranked them S tier to E tier. $AEM $FNV $WPM $ABX
https://t.co/wlEZB0PPkl
BNN Rick Rule: $CCO Cameco
I own a lot of Cameco, I consider it a bellwether stock.
They sold a lot of production below market.
The hedges come off mid year.
I would like to see it to decline more because I would like to buy more
I am more concerned about the decade than the quarter.
Westinghouse will be key
Energy Portfolio this week:
Reduced:
⏩ $AAV.TO (excellent report, but time to be acquired).
⏩ $KEL.TO (all going to plan, but time to be acquired).
Adds: ☑️ $PNE.TO / @PineCliffEnergy
🇨🇦 $TOU.TO remains my largest portfolio position.
🔥~$34 USD #LNG#NaturalGas#Montney
My $TQQQ model flashed a bearDip BUY signal at today's close. Entry: Monday's open. Targets oversold rebounds, with room to ride a sustained recovery and rule-based exits to manage risk.
2010-26: 41 trades
- Win rate: 68.3%
- Avg return: +10.9%
- Avg loss: 3.3%
- Max loss: 10.0%