@sinstockpapi Oh man, not to mention the strong CAD is going to hurt too!
How is Canadian Tire going to succeed in this environment. Disposable income has to shrink, no? Only retails in Canada are CTC, Dollarama, Auto Canada, PetValu - the rest are too international to make a difference
@thecashman22@JerryCap $DND scooped up Teranet, they should have bought that. They keep hoping to buy some bigger provincial or municipal land registries, but it's slow going.
@JerryCap@thecashman22 That's the problem, mgmt way to conservative, they came from a government monopoly. The most recent deal was Paragon, which was nice but small and months ago. It's a shame, because they're sitting on a great opportunity
@BradDunkley@youngpontiff@chigrl Log prices in the South haven't moved much, been a bit better in the PNW. $WY lumber and panels business doing bananas, but they burned lots of REIT investors by suspending the divi last year. Now they put in some Norbord-like special dividend... That $WY needs to be broke up.
@LumberTrading Just caught The Fort podcast you were on @LumberTrading Great chat! Highly recommend for anyone looking for a background on the lumber market.
https://t.co/bYZKE4uTiH
@rosemontseneca@johnsbuffalo Well, there goes $MX! You guys ever looked @ $TSEM? Trailing edge foundries not in China/Taiwan? Gonna be running at full capacity in this market.
@PythiaR I'd take an ETF for logistics starting with ZBRA, CGNX, PI, Datalogics...can even get into some robotics like $TER for the cobots and Fanuc/Kuka
@PythiaR $ZBRA crushing it too. Ever been to a Amazon fulfillment center? Barcodes everywhere (they use CGNX and Honeywell). Seem like $PI finally working too.