Junior R

I am hoping they don't use this to sucker in NDP and pass through the capital gains tax changes in 2024 ...If they delay that and pass it in 2025 its better as tax returns for many companies and people are going be hard...6 weeks left

a lot of stocks are over valued like COST, JPM ect but there is still undervalued/fairlyvalued stocks like our fav FFH the real question how much of the gains are front loaded on the other stocks..

I think he said all...But he did good with the SNOW buy

just listened to PAX quarterly call and I am ready to buy this stock lol will be any day now...If they can hit the estimates this should be easy 50% to 100% gain

@StevieV @dealraker @Spekulatius does look good here do we think $1.50 EPS for 2025 is reasonable? That is the estimate which is about 40% growth for 2025

What does this even mean RFK with MCDz and Coke lol

these nominees still need to get approved by Senate ...So there is big chance some of the non qualifying ones wont

Whats the elevated pitch on PAX

he doesn't realize if trump didn't win the stock would be down ...

Microsoft has investment in OpenAI...Elon has person issues with OpenAi..How do you think Trump plays a role in this?

lol Dan Ives gives any tech stock a high valuation...Anyone old enough to know if he gave similar valuations during 2000?

now with crypto flying someone on Donald Trumps team will try to figure out a way to bring it back down as this would cause more people to believe in Crypto VS Fiat....He has already got the votes so time will tell btw bitcoin just touch 86 k usd lol

Berkshire isn't buying back its own stock so that might explain at current bv Warren and team think its expensive

The only one issue with Crypto is it doesn't produce any income vs fiat currency/stocks which trades based on underlying fundamentals ..but Crypto is something people are willing to pay for so there is a market ...

Prem sold as the Liberals in Canada proposed higher Capital Gains tax rate..but it hasn't passed yet...We all can hope it doesnt lol

the one thing people are also forgetting is the deflationary trade on stuff such as Auto, Real Estate, Energy ...He would try to push those prices down as those would be key factor to bring cost down for the average person... The real question is how does he achieve bringing down prices when he wants to tariff stuff lol If he does manage to bring prices of essentials down it would really be good for the average person...Even though company profits will go down in the short term Time will tell how this plays out

Trump wants crude around $40 ...The question is are US drillers willing to drill more

Yup this would be a good idea to find companies that a ripe for M&A It might be the same play book at his last term...When he barks stocks go down buy and sell when he does nothing rinse and repeat in rrsp / 401k to get gains I think S&P 500 EPS Estimate for 2025 is $270 to $285 Lets say pe of 22 5940 for S&P at $270 estimate 6270 for S&P at $285 estimate Lets say pe of 23 6210 for S&P at $270 estimate 6555 for S&P at $285 estimate so maybe -5% to 10% gain from here in 2025 at such high PE ratio...If EPS goes down then that would be a big issue....Tariffs does cause cost to go up which might be passed to consumers/clients One thing for certain is any policy Tesla needs should get passed pretty quickly lol Economy itself should still do good This is why trump needs a 10% to 20% draw down in stocks so when he comes in and takes over the economy that's still going he can take easy credit ...this is where the story gets really tricky for him

lol or he just asks Jim Cramer to say S&P going to 7000 by end of Jan lol

the problem with the current run up in stocks is even if trump lowers taxes and implements friendly polices many stocks are still going be overvalued..It would have been easier for trump if stock market was down 20% before he takes office so he could take credits on the way back up...but not sure its going happen animal sprits are out in full force lol

whats with healthcare stocks this week such as jnj , pfe , mrk ? Seems after Trump got elected they stated to dip

I think I know why this jumped yesterday marval-capital-s-india-focused-fund-with-169-total-net-return-over-5-years-outperforms-global-competitors

52 week high today in usd

the trump trade has pushed some stocks to even higher PE ratio ...time will tell...but it has also pushed down some other stocks lol

buy chubb lol joking