adventurer Posted April 27 Posted April 27 16 minutes ago, Junior R said: added FFH on the dip today morning got to love FFH dips lol The dips are crazy and being the idiot I am I just realized that it would be a good opportunity to average in by using a limit speculating on these dips instead of just averaging in the moment I have the money...
Marco Van Basten Posted April 27 Posted April 27 37 minutes ago, DooDiligence said: Added to DPZ Why? There are 10% of shares sold short, historically stocks with a high short interest do not do well. Do you know the short thesis?
Eldad Posted April 27 Posted April 27 2 hours ago, DooDiligence said: Added to DPZ I did too. 16.5x FCF. Great and durable business.
petec Posted April 27 Posted April 27 3 hours ago, hardcorevalue said: I'll go with MMA any day as the toughest sport. It's directly trying to end another person! Sure. Also why I hate watching it.
bizaro86 Posted April 27 Posted April 27 3 hours ago, Jaygo said: So much for this paying my bills in retirement. Arc was bought by shell this morning. I now have a very large short term gain in a taxable account. Uncle Carney and the CRA wins again. You could always take the gain and put the money into CNQ - higher current yield and they'll benefit when Shell gets bored again during the next downturn and sells the assets cheap.
Milu Posted April 27 Posted April 27 1 hour ago, Eldad said: I did too. 16.5x FCF. Great and durable business. Same here, just continuing to add to my existing stake. Very happy to be able to get some more at a good price.
Jaygo Posted April 27 Posted April 27 1 hour ago, bizaro86 said: You could always take the gain and put the money into CNQ - higher current yield and they'll benefit when Shell gets bored again during the next downturn and sells the assets cheap. Yeah of course a top 5 holding going up 20% in a day is a nice "problem" to have. My only issue is mainly with the capital gains taxes but i'm not sure how that plays out with the share and cash exchange with Shell. This stuff never seems to happen in my TFSA
EgonKuhn Posted April 27 Posted April 27 New starter position in DIM.PA (Sartorius Stedim Biotech S.A.)
ValueNation Posted April 27 Posted April 27 8 hours ago, adventurer said: The dips are crazy and being the idiot I am I just realized that it would be a good opportunity to average in by using a limit speculating on these dips instead of just averaging in the moment I have the money... 9 hours ago, Junior R said: added FFH on the dip today morning got to love FFH dips lol Added to FFH today too
John Hjorth Posted April 28 Posted April 28 15 hours ago, EgonKuhn said: New starter position in DIM.PA (Sartorius Stedim Biotech S.A.) Egon [ @EgonKuhn], What has attracked you to this company? [Honestly, I think I'm developing a 'What is Egon now up to?' syndrom. ]
WayWardCloud Posted April 28 Posted April 28 1 hour ago, Eldad said: More BRO I'd be curious to hear your thoughts on the earnings
Eldad Posted April 28 Posted April 28 4 minutes ago, WayWardCloud said: I'd be curious to hear your thoughts on the earnings Ugly. Have not listened to the call yet, but I have decided I don’t care. They issued shares at $102 to buy Accession and they are using 100% of flows to buyback stock at 65. I like it and I want to be part of it. I’ll let them do what they are good at as far as the insurance brokering goes. I don’t think they are going anywhere.
WayWardCloud Posted April 28 Posted April 28 3 minutes ago, Eldad said: Ugly. Have not listened to the call yet, but I have decided I don’t care. They issued shares at $102 to buy Accession and they are using 100% of flows to buyback stock at 65. I like it and I want to be part of it. I’ll let them do what they are good at as far as the insurance brokering goes. I don’t think they are going anywhere. Thank you. I'm curious to see what the rest of the brokers report in the next few days. The market seems to believe the issue is limited to BRO in particular since the others didn't go down too much in sympathy.
Jan Posted April 29 Posted April 29 buying more gold miners (HYMC, AEM, ORLA) and started a position in Lumine (LMN)
yesman182 Posted April 29 Posted April 29 On 4/27/2026 at 11:39 AM, bizaro86 said: You could always take the gain and put the money into CNQ - higher current yield and they'll benefit when Shell gets bored again during the next downturn and sells the assets cheap. lol, made me laugh. Are you selling any of your oil and gas? I own a lot of stuff I am happy to own for the next decade, but also suspect I will have a chance to buy lower in the next decade.
bizaro86 Posted April 29 Posted April 29 43 minutes ago, yesman182 said: lol, made me laugh. Are you selling any of your oil and gas? I own a lot of stuff I am happy to own for the next decade, but also suspect I will have a chance to buy lower in the next decade. Nah, I only have long term holds and I'm keeping them - biggest by far is CNQ. I'm not adding or anything (but would re-allocate within O&G if something got bought out). I think the international majors buy/sells are a great contra-indicator for value in the Canadian oil patch. My biggest concern for CNQ is actually the next time the super-majors decide Canada isn't for them Strathcona is big enough to bid against them for the bargains. Two bidders instead of one has a way of making the price higher.
Seoshin Posted April 30 Posted April 30 9 hours ago, dipod said: LQDA: common stock and LEAPS. Quite the compelling story here. How are you sizing this up? 5%?
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