SA_vaninvestor

Retail investor. Not investment advice.

[SA_vaninvestor @SA_VanInvestor]

@TraderPamplona Why? Energy prices?

[SA_vaninvestor @SA_VanInvestor]

@tsxman @NonObviously Voting against as well. It’s awful self dealing. Need to be called out.

[SA_vaninvestor @SA_VanInvestor]

@TSXDivStock @NonObviously Yikes. Feels like both are going to trade down for a while

[SA_vaninvestor @SA_VanInvestor]

@Investor_NICK_ $uwmc is likely higher beta on rates especially after it’s stock got crushed by massive derivative losses and distressed preferred shares equity from oak tree.

[SA_vaninvestor @SA_VanInvestor]

@MarkosAAIG @jukan05 Feels like we are in the find reasons/narratives to fit the price action.

Probably bullish for memory that people aren’t hyper bullish anymore.

[SA_vaninvestor @SA_VanInvestor]

@siyul @NuggetCapital @AssetTraveller @BubleQe @chooseyourwow Also fwiw, at full production, Goose’s ASIC is guided to be below the North American gold mine average.

[SA_vaninvestor @SA_VanInvestor]

@NuggetCapital @RazorOil @rockcreekfreak Most of the time your warnings are prescient but sometimes not.

No one bats 1000.

$prl.to is breaking out, up 60% from lows.
$csu.to is up 40% from lows.

[SA_vaninvestor @SA_VanInvestor]

@NuggetCapital @RazorOil @rockcreekfreak NCP, there are lots of ways to make $ in stocks. No point in getting triggered.

You have your way (margin of safety, insider signals, specific industry competence).

RCF has his.

RCF isn’t married to $btg. It’s a trading stock.

Both are valid.

[SA_vaninvestor @SA_VanInvestor]

@seethetrees1 Can we rename murphy’s law to btg’s law

[SA_vaninvestor @SA_VanInvestor]

@TraderPamplona @latinmines @tparsi 100% agree.

Basically, Iran has been playing Trump until the SPR is almost empty and interceptors are low.

Iran has all the leveraege now.

US can’t bomb and Iran/China can easily outlast US blockade.

[SA_vaninvestor @SA_VanInvestor]

@WisemanCap I know you are very likely right and i made $$$ on $googl, $amzn and now $msft.

But I really struggle buying $meta with its wildcard founder when $now is still just $111.

[SA_vaninvestor @SA_VanInvestor]

@janklp I’m have almost no knowledge of the insurance industry.

So take this with a grain of salt but in addition to $FFH.to having a very cyclical book.

Doesn’t insurance pricing also have cycles? So are we in for some lean pricing years?

[SA_vaninvestor @SA_VanInvestor]

@borrowed_ideas Enterprise demamd with agents is going to be huge and that will be dwarfed by enterprise demand for managing robotics.

$amzn is well positioned for physical AI automation/robotics.

If it ends up with extra compute it has lots of opportunities to put extra compute to work..

[SA_vaninvestor @SA_VanInvestor]

@qcapital2020 Being in semis all year is +60% ytd.

[SA_vaninvestor @SA_VanInvestor]

@TraderPamplona Aren’t oil prices basically up just 3% since June 11th to today and most of the days in between have been a lot lower?

[SA_vaninvestor @SA_VanInvestor]

@tsxman Mkes sense. Decent yield. Will take a look.

[SA_vaninvestor @SA_VanInvestor]

$GIB Much better earnings this quarter.

Looks business is starting to inflect for IT consulting/implementation and managed services.

Still only at 12% fcf yield

[SA_vaninvestor @SA_VanInvestor]

$gib.a (CGI inc) destroyed today, and I added to my position.

At one point -15%.

Currently at:
<10 P/E
>13% fcf

Mkt clearly is worried that CGI’s biz is in terminal decline.

My whole career has been in corporate IT and this makes no sense to me.

[SA_vaninvestor @SA_VanInvestor]

@tsxman @BobEUnlimited $spy outperformed $tlt with bond payments and dividends by +100% over the last 5 years.

So it’s not really a stretch making this prediction.

Biggest risk to bonds is inflation. Long term TIPs are probably a good investment here.

[Jamie Murray @MWG_Jamie]

Nice results out of $GEI.TO Gibson. EBITDA of $169M vs $157M est. Will benefit if more barrels start flowing through WCSB.