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Canada's largest provider of frac sand. Demand for frac sand is quite high, especially with LNG coming on. Executing very well. Refinanced debt at lower rate, pushing it out to 2029. Easily an $18-20 stock in the next year. US and potential Canadian governments are much more pro-energy. No dividend.

(Analysts’ price target is $18.00)

SJ saw its price decline recently on weak earnings, and it has also been seeing some weakness alongside the broader markets. It trades at a decent valuation of 12.9X forward earnings, but forward growth estimates are in the low single digits, and analyst estimates have been trending lower. Regardless, it generates good free cash flow, has a decent debt profile, a growing balance sheet, and historical growth rates have been strong. While it could see further weakness based on tariffs and a weaker growth profile, we would be comfortable slowly averaging in here given its solid valuation, high drawdown (30% in the past few months), and long-term strength in management and fundamentals.
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ADN may be better positioned to navigate trade tensions between Canada and the US. It mostly focuses on timberland ownership, and it does not own processing facilities. We could see the name being slightly negatively impacted by any tariffs, but overall, we continue to focus on individual management and company fundamentals for each name.
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MUX is a 'love it or hate it' stock. Mr. McEwen has his fans, and his not fans. He is an aggressive CEO, and has grown via acquisition. He had good success decades ago, not so much since. He owns 15% of the stock. But, the stock is down 34% in the past 10 years. It is small at $626M. It has $12M net debt. Cash flow was negative for the past four years, but positive $47M in the most recent rolling 12 month period. It has lost money every year since 2016. It needs lots of capital for its Argentina copper mine, and of course the country carries some risks as well. It produced 35,000 ounces of gold last quarter. All-in per ounce production costs are still fairly high, and we would like to see some improvements in this metric. All in, we would consider it one of the riskier mid-cap producers, and not hugely attractive. 
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What Type of Investor Are You?

Willingness to accept risk

An investor's willingness to accept risk relates to whether they are a risk-seeking individual or not. This piece caters more to the psychological side of things such as how much volatility they can withstand and what kind of returns they expect. It also looks at what an investor wants to get out of their portfolio.

Ability to accept risk

This piece focuses more on the facts of one's financial situation and less on the qualitative side. This looks at items like age, knowledge/experience, portfolio size, employment status and salary. Someone who is more able to accept risk is someone who is young, gainfully employed, understands investing and has a large portfolio to begin with. 

Willing versus Able

Of course, just because someone is able to accept risk does not mean they are willing. You could be a conservative natured person but have a large portfolio. So the two items do not always align and this can cause problems. 

Typically, the more conservative outcome of willingness or ability trumps the other. A lot of investing comes down to psychology and if you are not comfortable with your asset allocation (i.e. willing), you will make the wrong decisions at the wrong time no matter how wealthy or young you are. However, just because you may think you are willing to take on a lot of risk, if your portfolio is too small, you literally might not be able to take those risks that you want to! So again, generally, the more conservative result of risk willingness and ability wins out.

Once an investor has an understanding of these factors, they can then determine what investor type they are (balanced, income, conservative, etc.). From here, you can then determine how to actually structure a portfolio that matches your investment style.

Understanding yourself and your goals should really be the first step when building a portfolio. While we cannot know the ins and outs of your situation like an advisor can, this questionnaire offers a good starting point for an investor to think deeper about their investor type. Finally, if your advisor has not done some kind of questionnaire that is at least as rigorous as the one we provide, they are probably not doing their job!
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Many companies could drill which may drive energy prices down. However, shares are sitting a 52-week high now.

Has tumbled 15% since the LA fires started. Is a buying opportunity.

A great performer but was sideways most of last year. This month already, though, it has jumped nearly 20%. Not merely a cell phone provider, but pervasive in many areas.

A good spec. They focus on the brain. Shares are at $11, but it's a spec.

The RNA-based therapeutic companies are not doing well. Maybe it's a reverse-halo effect of the Moderna report. It's troubling.

Doesn't like SLB either, and RIG isn't as good as SLB.

They announced after today's close that they're accelerating the spin-off of a division and keeping the other. This will bring out more value. Worth holding onto.