AND I DECIDED….TO DO NOTHING WESTSHORE TERMINALS (WTE – TSX)
What do you invest in when your largest trading partner is slapping 25% tariffs on everything crossing the border?
How about a company that is tied 100% to Canadian exports that go to everywhere BUT the United States.
That is what we've...
Donald Trump wants to right-size trade with other countries. He is hell bent on removing the trade deficit.
To Trump, a trade deficit is a sign of economic weakness. Americans are “losing” to other countries.
The losses are two-fold. American workers are losing good-paying manufacturing jobs. And money outflows are draining the national wealth.
So far,...
Elon Musk is all over the news these days for reasons that have nothing to do with investing.
But before Musk decided to go all in on DOGE (the Department of Governmental Efficiency), he made a few comments on the last Tesla (TSLA - NASDAQ) call about self-driving cars that...
YOU JUST HAVE TO DIG FOR THE REAL NUMBERS
Ahh, the good ole' days when stocks traded on simpler ideas like cash flow, not on options, or which gamma quadrant we're in.
When the monthly Consumer Price Inflation (CPI) would come out 10 or 20 years ago, I would get at least...
The residential solar market has been decimated. There are low prices and low demand. There are literally 100s of solar companies in bankruptcy right now.
As the old Warren Buffett quote goes, the tide is out and we have found out who is swimming naked.
The biggest of these bankruptcies is...
If it’s a raging bull market, where EVERYTHING is going up—sometimes it doesn’t pay to think too hard about an investment idea.
Case and point is ASP Isotopes (ASPI - NASDAQ). There are reasons to be wary of this stock (I'll list off a few shortly). But while I can quibble...
There is a growing niche in small cap stocks—ones with GOOD FINANCIAL NUMBERS are finally being rewarded with higher stock prices.
Q2 reporting just ended, and the winners in my portfolio had big improvements. I outline the numbers below. And the stocks responded!
For the last half of 2021, all of...
Gold hit US$2500/oz last week—a new all-time high. The cheapest part of the gold market is junior developers, which are trading at 0.45x price to net asset value. The average historical ratio is twice that. It’s been a long bear market for gold stocks, which means the upside potential...
