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Really difficult to put a price target on it, so he considers it more of a trading stock. At today's $193, already through his price target. He'd buy it if it went more toward $165-175.

Very fairly priced. Wait until they report. Last earnings report EPS was $10.45, beat on top and bottom and gave better guidance. Wait until the $600 level, and try for $575.

A good idea a year ago, as the CAD was stronger. A year ago, CAD was $1.27, but now it's at $1.36. CAD is going to work its way back up, and the USD down, though CAD probably won't go beyond $1.38. If you're going to add, just add to the straight QQQ.

A year ago, CAD was $1.27, but now it's at $1.36. CAD is going to work its way back up, and the USD down, though CAD probably won't go beyond $1.38. If you're going to add, just add to the straight QQQ instead of the hedged version. Buy in thirds on the way in and on the way out.

Semiconductors run everything around us. When he participates in these ETFs, he always does it by thirds, both on the way in and on the way out.

King of all data centre REITs. Phenomenal company. Great scale. Picks and shovels in AI, and AI is all about data. Biggest data centre in the world, as all the big cloud companies use it. Relentless growth in cloud, secular growth still in early innings. Yield is 1.98%.

Last earnings beat on top and bottom, extended guidance. 12-month price target of $60.50, decent runway. Hardware infrastructure. Yield is 3.07%.

IT security solutions provider. Last year, rested on their laurels. Change in management, upped game. His 12-month price target is $151.50. No dividend.

He uses it at least half a dozen times a day. Phenomenal product that will change our world. He still thinks GOOG will be the winner, despite MSFT's entry in the space.

Considering the earnings impact of the new loan rates should be in the 7% to 11% range, the 20% drop (two days) to us seems a bit much. 
But the loss on Canada Drives is also a factor. GSY still expects growth, and we largely expect to still meet its three-year growth plans. But, there is still macro risk, and sentiment may take a while to recover here. 
Based on the company's adaptability in other challenges of the past 15 years, we are confident they will steer out of this. 
GSY's comments on the move hurting smaller competitors 'more' are valid, in our view. It could pick up some market share. 
At 6X earnings now and with a 4.2% yield that likely is not in any jeopardy, we think it is worth staying the course for now. We have not heard back yet with a specific response from the company. 
The company is the one that determines whether an event is material.  
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Dividend Explanation:
When looking at dividends, it is usually better to look at cash flow rather than earnings. 
Earnings have lots of non-cash expenses that impact results, such as depreciation and stock-based compensation, but have no impact on cash. But companies need cash to pay dividends so we prefer to look at operating cash flow. 
On that basis, in 2022 TRP had $6.4B in cash flow, and paid out $3.2B in dividends, for a payout ratio of 50%.  
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SD is a $520.5M company with a revenue base of $254M, almost no debt, strong free cash flows over the past few years, and has been building up its cash balance to now $255.7M. The stock is cheap, it does not pay a dividend, and insiders own 1%. 
Fundamentally, it looks good here, although a lot will depend on the oil market, and any downside shock in the price of oil can cause its cash flows to turn negative. 
Its balance sheet and cash position are strong enough to withstand a bad market, and so we would consider it a good value play. 
Investors should be mindful of position sizing and the risks due to its smaller size.
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Are My Canadian Bank Deposits and Brokerage Accounts Safe? This is by far the most popular question asked by investors over the past two weeks. Having multiple bank failures in the United States has certainly raised concerns with savers and depositors. The short answer is … probably.

The Canadian financial system has a different regulatory system than the U.S., and it is far less competitive, meaning banks don’t need to take as many risks. Canadian deposit insurance is $100,000, and there are discussions right now about raising this limit. Broker accounts have $1 million in insurance under the Canadian Investor Protection Fund. The Canadian record of protecting investors is solid, and our banks fared much better in the 2008 financial crisis than their U.S. counterparts.

Could a bank run happen on a Canadian bank? Sure, anything is possible, and confidence is still the key to the banking system. But as in the U.S., we would expect governments to step in and protect investors, to prevent an entire financial system collapse. Thus, we would not lose much sleep over the safety of our Canadian banks.
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Yesterday, they launched their buy-now, pay-later service, and shares rallied. Apple is cash-rich. The bears have run out of reasons to sell this, and shares rallied today. All big tech has benefitted from the First National Bank of doofuses (the regional bank meltdown earlier this month).

Hated CEO Zuckerberg has been beefing up Reels on Facebook to battle TikTok--and it's working. Also, he's laying off a lot of staff. That's why Meta has been rallying.