Spekulatius Posted Thursday at 11:34 PM Posted Thursday at 11:34 PM 6 hours ago, gfp said: Is that it? I thought we were going lower! Don't people know that HURRICANE SEASON is coming ??!!! It will go lower if I start to add some shares.
gfp Posted Friday at 12:29 AM Posted Friday at 12:29 AM 54 minutes ago, Spekulatius said: It will go lower if I start to add some shares. take one for the team spek!
valueventures Posted Friday at 01:10 AM Posted Friday at 01:10 AM 25 minutes ago, NnnnotSoSmart said: I need help.. I've been buying too recently. Bargain hiding in plain sight
NnnnotSoSmart Posted Friday at 02:13 AM Posted Friday at 02:13 AM 1 hour ago, valueventures said: I've been buying too recently. Bargain hiding in plain sight Hope you're right. Can't stop my trigger finger. Fortunately, running out of cash. Can't buy much more.
gfp Posted Friday at 02:34 AM Posted Friday at 02:34 AM 20 minutes ago, NnnnotSoSmart said: Hope you're right. Can't stop my trigger finger. Fortunately, running out of cash. Can't buy much more. they say that first five trillion is the hard one to earn and the second 5 is easy
Paarslaars Posted Friday at 06:20 AM Posted Friday at 06:20 AM 5 hours ago, NnnnotSoSmart said: I need help.. Still think MU is cheaper than NVIDIA... if NVIDIA does well, MU is likely to do better.
Jaygo Posted Friday at 09:47 AM Posted Friday at 09:47 AM I've been buying Topaz energy weekly. I moved half my ARC position over already and am just waiting / hoping for a better offer than shell's but that looks unlikely. The CRA wins again! Topaz is number 6 in the portfolio now. Will be #5 once the ARC deal is concluded as I have no interest in holding Shell. I also bought some Aecon and Terravest A recent conversation with a mid size construction CEO has opened my eyes to the AI integration that I never expected. Order tracking, inventory, equipment idle analytics ect. The use cases you never hear about are very real and are creating significant efficiencies. This gentleman is an operator first kind of guy and rose from a teenage day labourer to CEO of a 100Million EV private. He claims they are saving 10% across the board two years into bringing on a voice activated AI program for their crews. A company like Aecon will likely be slower to respond but will gain huge in the end, they are also a picks and shovels play for the space as well. Virtuous cycle confirmed.
Spekulatius Posted Friday at 12:53 PM Posted Friday at 12:53 PM 12 hours ago, gfp said: take one for the team spek! Chart suggests FFH goes to ~2000 CAD on weakness. Sorry, but I don’t make the rules.
yesman182 Posted Friday at 01:23 PM Posted Friday at 01:23 PM 28 minutes ago, Spekulatius said: Chart suggests FFH goes to ~2000 CAD on weakness. Sorry, but I don’t make the rules. if only we could be so lucky
NnnnotSoSmart Posted Friday at 02:32 PM Posted Friday at 02:32 PM 8 hours ago, Paarslaars said: Still think MU is cheaper than NVIDIA... if NVIDIA does well, MU is likely to do better. No doubt. MU is cheaper than NVDA. I own both. NVDA arguably has a stronger moat than MU. I wouldn't be surprised to see someone (NVDA?) develop a HBM "work around" where suddenly memory needs are dramatically reduced. Folks are working on it. GPUs and CPUs will remain core to the AI story and NVDA will continue to dominate that space.
Whensthepaintdry? Posted Friday at 04:06 PM Posted Friday at 04:06 PM I added to Fairfax. I feel like a broken record this year.
roundball100 Posted Friday at 04:09 PM Posted Friday at 04:09 PM 3 hours ago, Spekulatius said: Chart suggests FFH goes to ~2000 CAD on weakness. Sorry, but I don’t make the rules. How do I get access to such reliable charts? And all this time, I thought that stocks were unpredictable!!
Spekulatius Posted Saturday at 12:19 AM Posted Saturday at 12:19 AM (edited) 9 hours ago, roundball100 said: How do I get access to such reliable charts? And all this time, I thought that stocks were unpredictable!! The charts are not reliable, I am just making fun off @gfp here. Looks to me like this sucker is going down based on how the tea leaves and chicken bones lay out here. Stops has topped out and has been knocking at the 2150 CAD level again and again. If it breaches, it goes probably straight to 2000 CAD. If this breaches the next support level is 1500 CAD. Of course I am only Spekulating here. The sector is weak due to the insurance market softening , so I think there is a weak undercurrent in all things insurance right now. Edited Saturday at 01:40 AM by Spekulatius
LC Posted Saturday at 12:52 AM Posted Saturday at 12:52 AM 30 minutes ago, Spekulatius said: The sector is weak due to the insurance market softening , so I think there is a weak undercurrent in all things insurance right now. Yeah I think this is the reason for share price action. They are monetizing other assets (Poseidon recently), and it will be curious to see how they continue to allocate capital in this environment. This will be a good test period for management.
NnnnotSoSmart Posted Saturday at 01:00 AM Posted Saturday at 01:00 AM There went the money for next year's Australia/New Zealand cruise...
yesman182 Posted Saturday at 01:09 AM Posted Saturday at 01:09 AM 8 hours ago, KPO said: More TAP and PGR Same! Plus FFH
hardcorevalue Posted Saturday at 08:23 AM Posted Saturday at 08:23 AM On 5/27/2026 at 8:09 AM, Lazarus said: I'm rolling the dice on SpaceX and AI hype with DXYZ. It's a closed end fund with 7% of its money in SpaceX, and similar positions in other hyped AI companies. It's already overpriced by 2x the value of the underlying positions, but I'm hoping for SpaceX mania. I'll sell a few days before the IPO, win or lose. Wish me luck. 2026 is wild! Good luck!
frommi Posted Monday at 03:12 PM Posted Monday at 03:12 PM reduced MDLZ and Greggs to buy more Autotrader plc. Sold some puts on SOXS.
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