Junior R

I think one has to also consider if you do nothing at work and you work from home you could continue doing both until you feel comfortable or you get actual work...Working from home kind of changes the game for people

Taiwan is the wildcard with China stocks...If that wasn't the issue those stocks above are undervalued

Yup but short term this will impact market sentiment

we might have hit a top in the short term with Trump Tariffs just announced.,,,

lol you forgot one 1929 ...China is hard to invest in until the Taiwan situation is solved...Even assets managers like APO went from really undervalued in Aug to now over valued lol in the US market health care is cheap as long as RFK doesn't do something that impacts them If NVDA continues to fall it might single other stock downturns The best thing that can happen for Trump is stocks to drop 5 to 20% before his inauguration and he can take quick win for the market going back up

https://www.apolloacademy.com/stocks-are-expensive/

If you click on 10years what does it show as AVG for WMT ...I think its around 25 to 28 last I checked...NVDA EPS would go down in the future when Hyperscale's use the own in home grown chips (which they are working on) or another vendor...Maybe 3+ Q away

the one part that's a mystery is do we give stocks a higher multiple on forward earnings just cause of Trump...Many stocks are over priced on a multiple

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

Whats the elevated pitch on PAX

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

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

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

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

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

buy chubb lol joking

This was one of the best investment opportunities for the board or those who follow Fairfax...The opportunity was driven by some mistakes Fairfax made in the past that made the market miss price this stock...it gave people the opportunity to buy a cheap stock with high margin of safety and gave Fairfax the opportunity to buy the TRS on itself, which accounted for 2b in gains far (might be wrong)...This might not be your NVDA but its one where there is not to much needed to understand how this will play out in the long run....Similar to Stelco where the CEO stated couple months before the buyout that in the future they would entertain a buyout...

Stelco Deal completed...Should see gains in Q4 results

one of these days/months the IPO for the vehicle that holds Bial will IPO and we should see this stock price double which will then add to Fairfax Financial gains

55% YTD now on TSX