york

Added a little more Blackberry today - at almost double my cost base. It seems that folks are coming to understand the quality product still on offer by the team at BB.

First big purchase of 2021 has been C3.ai (NYSE: AI) Great company who is skating to where the puck is going.

Picked up Domino's Pizza shares ~$430 and $445 October 9th calls. First time taking a position in these guys.

Wrote calls on $KOLD. I suspect the November 2020 NG gas contract to follow the October contract downwards.

New positions in Smartsheet SMAR and Teladoc Health TDOC. Smartsheet has preformed well in a crowded market and personally think it is a great product. Teladoc is a company that has aggressively cornered their circle of competence... and I love it.

Added Dundee Precious Metals - Being able to buy these guys on Friday below $10 was a treat I'm not sure we'll see again for a while.

DPM - Dundee Precious Metals - Adding KL - Kirkland Lake - Adding

DPM - Dundee Precious Metals... Adding NGD - New Gold Inc... New position

What precautions do you need to take to store/handle uranium? Uranium investments get interesting once you reach critical mass. You have to diversify to avoid the blow up. It is a regulated material so you have to protect and secure it. I would suggest putting it in your right front pocket and at night sleeping with it under you pillow. ;) I've found lead wool blankets (https://marshield.com/medical-shielding/lead-blankets/), but I can't seem to find lead pillow covers anywhere. Weird. Too bad MarsMetal wasn't publicly traded...

Gold, silver, copper, and uranium. Can I still be a value investor if these are my core holdings?

What about a career/job section?

ITP - Intertape Polymer Steady business... Should get back to the $17 range pretty easy from here ($13.50)

He is one of the best and clearest thinkers around right now. Here are two other videos that I just recelty watched. The Logica papers are also a very worthwhile read.

Anyone looking at Canadian O&G? Taking a sniff of CPG

Yeah, Major Drilling. Great outlook. The have rigs going back to work (that where shutdown do to Covid) and more contract working coming - this should lead to some real pricing premiums on their part. Miners are very antsy to get holes in the ground to increase reserves this summer - especially amongst the group that will be looking at the M&A route in the future. I am not convinced that the writedown at last earnings was really necessary but it has helped to pick up shares below $5 - I think the RBC price target of $6 is on the low side.

TSE: MDI

CPG yesterday (adding to a position that I started @ $1.90) and added $2.50 calls over a few dates to the mix today.

MDI Shares (adding to June 19 $4 Calls)

Would love to know your insights about it? Are you buying it because it's cheap on as asset basis where essentially 10% of market cap is cash or do you have any insights that their earnings will grow at a healthy clip which will rerate the stock? You're correct in saying their balance sheet is very attractive. I couple things I'm thinking about regarding BB: 1. I think they have done a great low key job in becoming the "Shopify" of online security and protection (WFH, combined with current political and economic stress are doing a great job in filling these sails.) 2. I would say Prem has done a great job in helping them find and define their circle of competence - and more importantly execute on it. 3. In the transcript of Q4 John Chen said: I think this impromptu "freemium" service is going to prove to be one of the best business decisions that BB has made in the past decade. There will be some customers sticking around on Day 61 - that is a Mark Messier guarantee. 4. Shopify is creating a vacuum which should be backfilled by smaller Canadian tech companies. April ETF data showed an increase of 25% MoM in Tech Equity AUM.

BB

Has anyone ever tried to use the questrade api in googlesheets?

This is the link that I used: https://www.gowebcasting.com/events/fairfax-financial-holdings-limited/2020/04/16/fairfax-financial-holdings-limited-annual-meeting-of-shareholders/play

The Skyscanner API might work for you... https://skyscanner.github.io/slate/

Hello folks, I'm looking for a big data set that as the Cash and Cash Equivalents on balance sheets across multiple exchanges. Could anyone help? Thank you, York

Another CFA exam fee. Why? :o