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TOP PICK

 Snowflake Inc. provides a cloud-based data platform in the United States and internationally. The company's platform offers Data Cloud, which enables customers to consolidate data into a single source of truth to drive meaningful business insights, build data-driven applications, and share data. Its platform is used by various organizations of sizes in a range of industries. The company was formerly known as Snowflake Computing, Inc. and changed its name to Snowflake Inc. in April 2019. Snowflake Inc. was incorporated in 2012 and is based in Bozeman, Montana. Social media mentions are up 106% in the past 24h. 

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🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Premium members

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK

 Sofi is a new kind of finance company. from unprecedented products and tools to faster service and open conversations, we’re all about helping our members get ahead and find success. whether they’re looking to buy a home, pay off their student loans, ascend in their careers, or invest in the future, the sofi community works to empower our members to accomplish the goals they set and achieve financial greatness as a result. nmls #1121636. Social media mentions are up 550% in the past 24h. 

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🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Premium members

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK

Clover health (nasdaq: clov) is a physician enablement company focused on seniors who have historically lacked access to affordable, high-quality healthcarewe aim to provide great care, in a sustainable way, by having a business model built around improving medical outcomes while lowering avoidable costs. we do this while taking a holistic approach to understanding the health needs and social risk factors of those under our care. this strategy is underpinned by our proprietary software platform, the clover assistant, which is designed to aggregate patient data from across the health ecosystem to support clinical decision-making by presenting physicians and other providers with real-time, personalized recommendations at the point of care.making care more accessible is at the heart of our business, and we believe patients should have the freedom to choose their doctors. Social media mentions are up 109% in the past 24h. 

COMMENT
Broader leadership in markets now.

Silver lining in a rather tumultuous day of trading in the US on our August civic holiday. Started to unfold from about July 10-11, with a pretty benign inflation print in the US. Market was speculating about more aggressive US rate cuts, prompting a rotation out of large, secular growth leadership of the Magnificent 7 and into value, cyclical, and interest sensitives.

Mag 7 have reasserted some leadership since the lows, but still being outperformed by the rest of the market. A healthy development. A rally where only the generals are advancing is not sustainable; you need the foot soldiers to advance as well to be able to hold ground.

COMMENT
Russell 2000. Rose, plunged, and has now climbed partially back.

Shows that sentiment changes quickly. Less liquidity in that market, and people are slow to put a lot of $$ and conviction behind a nascent theme. Tug-of-war between what's a demonstrably established 1.5+ years of entrenched leadership and the broadening rally. Tentative signs after a month and a bit.

COMMENT
Message to investors during big moves down and up.

It's part and parcel of investing. A summer analogy is that the potential of unexpected storms doesn't deter us from enjoying summer activities or time at the cottage. Likewise, don't let prospect of sharp and dramatic bouts of market volatility, domestically or overseas, undermine a well-constructed and well-diversified investment portfolio. Keep calm and carry on.

DON'T BUY

Both of the primary upstream manufacturing units are incurring operating losses. Technical issues are troubling. Labour issues. Fixed-price contracts at a time of rising inflation. Covid really hurt. Order backlog starting to rebuild. Still no dividend. Lots of debt. New CEO will take a while to settle in.

TRADE

Storage solutions in the tech space. A smaller company compared to the biggies in the semiconductor space. No dividend. Wildly cyclical and volatile. A trade, not something his firm typically does.

HOLD

Highly regards management, company, and disciplined return of capital to shareholders. If he were looking to add Canadian oil sands, this would certainly be #1, 2 or 3. Great assets. Own it, sleep well. He added XOM recently.

BUY

Nice valuation. Likes LNG exposure.

WATCH

Everyone's watching with bated breath for next week's earnings. Habit of issuing guidance they can easily surpass. Focus on capex, use that to make inferences about other companies in the ecosystem. Big thing will be guidance for the next quarter.

Momentum is great now, but what it does after will hinge closely on guidance.

BUY

Excellent retailer in a notoriously difficult sector. Doing really well. A good name to consider adding for consumer discretionary exposure. Be mindful of headwinds such as Canadian consumer retrenching; some retailers navigate those macro headwinds easily.

BUY

Great growth stalwart and compounder. Leader in what's essentially an oligopoly. Earnings miss last quarter, margin pressure. Sales headwinds, partly due to plateauing demand for GLP-1 obesity drugs. Revenue pressure in pharmacy technology solutions.

None of that derails long-run growth thesis. Healthcare addresses a need, not a want. Demographic play. Compelling entry point. Will be higher 1 and 5 years from now, secular backdrop is just that good.

RISKY

Largest undeveloped uranium deposit in the world. The bet is that the deposit is as good as test results say, and he thinks it is. Bullish on uranium. Real question is does the world need that much new uranium, or will we get a resolution for other global producers? Nuclear renaissance, contributing to increasing demand. Higher risk, since it doesn't produce either commodity or revenue yet.

Mine will probably get built. If you have the risk appetite, good entry point with the pullback. He owns CCO, bigger and actually producing.