Mike Reid

[Mike Reid @mikeereid]

@greentardscycle @sinstockpapi @NestBetter I put no stock in REIT IFRS NAV, you're aware of how that NAV is struck, right?

[Mike Reid @mikeereid]

@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

[Mike Reid @mikeereid]

@GryphonMining Congrats Rob, and keep the videos coming!

[Mike Reid @mikeereid]

@PythiaR Canada loves them a roll-up. This is a better one that BYD and MTY for sure.

[Mike Reid @mikeereid]

@thecashman22 @JerryCap Totally, amazing busineses. If the ever want a multiple, just start talking about using blockchain for registries!

[Mike Reid @mikeereid]

@thecashman22 @JerryCap My mistake, not full Teranet, just DoProcess.

[Mike Reid @mikeereid]

@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.

[Mike Reid @mikeereid]

@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

[Mike Reid @mikeereid]

@LumberTrading May Lumber Futures Rise by Exchange Limit to $1,260.70

[Mike Reid @mikeereid]

@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.

[Mike Reid @mikeereid]

@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

[Mike Reid @mikeereid]

@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.

[Mike Reid @mikeereid]

@rosemontseneca @johnsbuffalo *not as *EXPENSIVE* as it looks!

[Mike Reid @mikeereid]

@rosemontseneca Some probably still think Evolution taking it our...$GTT.V

[Mike Reid @mikeereid]

@LumberTrading What kind of prices were those last year this time?

[Mike Reid @mikeereid]

@VetTechTrader Think this can finally get some traction when this is all clear?

[Mike Reid @mikeereid]

@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

[Mike Reid @mikeereid]

@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.

[Mike Reid @mikeereid]

@VetTechTrader I see one mention of greater than 25% while back. Looks like might be close.