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In the space, he owns GE (it's now purely jet engines after the spinoff). Also owns ERJ, which has an opportunity to win significant market share. 

In the space, he owns GE (it's now purely jet engines after the spinoff). Also owns ERJ, which has an opportunity to win significant market share. 

Builds and runs small nuclear reactors for the US Navy since 1958. 75% of revenue comes from US government, very stable. Big demand for nuclear power, and they're working through the commercialization process. Hyperscalers need energy. Working with Ontario Power Generation. Recently broke out to new highs. Yield is 0.8%.

It will be a leader in small, modular nuclear reactors over 5-10 years.

Demand coming for power, but only so much copper being produced. New mine is operating on track with room to grow capacity. (Chile produces 30% of world's copper, but has little new capacity coming on.) Generates cash and will pay shareholders over time. Copper prices likely to be firm over the next 5 years, and both earnings and the multiple can double. Yield is 0.7%.

A multi-bagger during last commodity cycle. Stocks should start to behave better under the current easing cycle.

A secular grower, will grow whether the economy's good or not. Really likes the technical setup, has a big base that's built over the last 10-12 months. In-app advertising is closing in on $1B revenue. Opportunity in autonomous vehicles and alternate types of delivery. Will grow cashflow and earnings significantly over the next 2-5 years. Market-share leader. No dividend.

TFII had two price target cuts on Tuesday. CIBC's analyst suggested that this was to reflect, "mid-quarter updates provided by a number of US LTL companies, which pointed to a weaker-than-expected August." It seems that there are some near term headwinds related to softer volumes. The business is sensitive to the macroeconomy and can also be cyclical. We still view TFII very positively but would keep a close eye on upcoming quarterly results. 
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INTU has responded to the report, highlighting its strong growth and outlook. The short report attacked INTU's acquisitions and expressed concerned on competition, among other issues. But INTU has a very strong history of growth and performance and a very good growth outlook. We think Spruce is really just focusing on valuation: at 31X INTU is not cheap, but its premium is due to its size, market share, and consistency. We would not see the short report as a reason to really worry here. 
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The stock is not really down much today. Today is the spin off date for South Bow Corp. and TRP receive shares in SOBO as part of the company's reorganization. We would continue to see TRP as decent for income investors.
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Investment Theme to Consider: Urbanization and Digital Infrastructure

People continue to leave their rural lives behind and flock to cities in nearly every country on the planet. This means better jobs, more excitement and more service for them. Thus, this trend is likely going to continue for decades.

Investment opportunities abound from this shift. Companies can establish the necessary infrastructure to cater to both people’s move to cities and their rapidly growing and changing digital needs. As the citizens of developing countries become wealthier, they are going to want to buy cars, smartphones, digital TVs and everything else that can make their lives better and easier.

New technologies are bound to emerge and the companies that can capture market share of this new trend could do very well.
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Both are good. RCL is s good play on the consumers. Shares are up 35% this year. NVDA: he just heard from demand for their Blackwell is insane.

Both are good. RCL is s good play on the consumers. Shares are up 35% this year. NVDA: he just heard from demand for their Blackwell is insane.

On their 14th birthday, the cloud connectivity company announced new products, including AI Audit which allows users to be compensated when their content gets used to train gen-AI models, a big problem.

Their decision to extend their $5 meal beyond the summer was applauded by consumers and Wall Street alike as consumers are pushing back against higher prices. Smart.

In a time of high inflation (easing now), Wingstop kept their menu prices the same while retailers around them raised theirs. This is why Wingstop has enjoyed double-digit gains in its stock, up 65% this year.

The consumer is biting back after all these rising prices. Nike is one company this because they raised sneaker prices too far, so sales have fallen by almost 24% this year.