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Betwixt and between, which makes it hard to call. Right up against quite strong technical resistance, and right at FMV. Good things have to happen, such as earnings and visibility of earnings. Unless you can see those, be very cautious about taking a position.

If it could bust through $46, that would be good, particularly if the price of energy also moves up to support it.

Some upside potential as measured by FMV, perhaps 28%. Has set back to technical support. Overall chart for 10 years shows a company whose balance sheet is slowly, slowly eroding. Balance sheet quality is OK, but doesn't make his socks roll up and down. Nice dividend, but not covered for the next 12 months.

"A day late and a dollar short." Missed the boat, hard to catch up. Got into AI belatedly. Not much is happening. All the chip producers are coming down. Not even a trade anymore.

Quality of US balance sheet is very poor, and not getting any better. 10-year forecast for the US deficit is $5T a year. Global debt to GDP isn't a lot better. And if balance sheets doesn't get any better, what's going to? You need an alternate to currencies.

He's very bullish on this area. Acquisition in the Ivory Coast, and one analyst has come down hard on the company as a result. Shares have been pushed down almost down to book value. Don't wring your hands and moan; instead, use this as an opportunity to buy a cheap stock. This name has one of the highest intrinsic value targets of all the gold stocks, over 120% higher. No dividend.

Terrific FMV. Stock's at a point where it has to break out technically, but it's a story unfolding on the back of more engaged management. Big discount to book value, lots of upside. Could probably survive a Trump walloping. Nice dividend of 4.5%.

Likes gold companies operating in stable countries. Australia, Canada, Philippines. Really, really strong balance sheet. Trading at book value. Attractive as a potential takeover by a senior producer due to its low valuation and great balance sheet. Yield is 0.7%.

Yes; we would be comfortable buying LULU today for a 3+ year holding period (suggested).
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HOLD; CRWD reported earnings yesterday. Q4 results were solid but the guidance was less than expected. The company is likely being conservative, but operating expenses rose and we would like to see this settle in. We will have more quarterly comments to be posted before the opening tomorrow.
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We would be fine buying, though we do not think it would need to be all at once. We would focus on CNQ, SU, TOU for producers. 
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Canadian Financial Companies Well Positioned for Tariffs:

Canadian banks and insurance companies that have high exposure to the domestic market. These companies are not dependent on importing/exporting physical goods. Although sustained tariffs could lead to an economic slowdown and weaken consumer health over time, this scenario is unlikely to happen overnight.

Sun Life Financial (SLF, Market Cap: $45 billion): A well-established Canadian insurance company with a decent track record of profitability and dividend growth.

The Bank of Nova Scotia (BNS, Market Cap: $87 billion): An international bank with main exposure in Latin America and the domestic market.

Goeasy (GSY, Market Cap: $ 2.6 billion): a small-cap consumer lending business with superior growth and return on capital profile.
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Ford and GM have some of the lowest PEs around (7.3x and 4.3x) vs. the 22x S&P average. Ford pays a 6.2% dividend yield, while GM has a huge buyback plan. Incredibly cheap--until the tariffs started. Remember: the car-makers were a huge reason why Trump used tariffs in his first term which lead to the USMCA trade deal. But now Trump wants to take away the qualities that made US cars competitive and affordable. Today, the car-makers got a one-month reprieve from Trump's tariffs and shares jumped. But if the car-makers wind up paying these tariffs, are we okay with the U.S. replacing cheap Mexican labour with expensive U.S. union labour? That's why these stocks are so cheap--their earnings are in grave danger. Value traps. A 25% tariff on Mexican imports is a subsidy for foreign car companies like Kia.

Ford and GM have some of the lowest PEs around (7.3x and 4.3x) vs. the 22x S&P average. Ford pays a 6.2% dividend yield, while GM has a huge buyback plan. Incredibly cheap--until the tariffs started. Remember: the car-makers were a huge reason why Trump used tariffs in his first term which lead to the USMCA trade deal. But now Trump wants to take away the qualities that made US cars competitive and affordable. Today, the car-makers got a one-month reprieve from Trump's tariffs and shares jumped. But if the car-makers wind up paying these tariffs, are we okay with the U.S. replacing cheap Mexican labour with expensive U.S. union labour? That's why these stocks are so cheap--their earnings are in grave danger. Value traps. A 25% tariff on Mexican imports is a subsidy for foreign car companies like Kia.

It's been a dog, doing nothing and trying to crack into infrastructure. Trump wants the Panama Canal back. Blackrock bought it, which could become an amazing return. But shares are still -5.56% this year. Ridiculous.

It might have been the biggest winner of the last president's chips act to stimulate U.S. semi manufacturing by getting part of a $7.86 billion grant. Will Intel get more money from Washington? Intel carries $46 billion in long-term loans, so Intel needs the money badly. It's shocking that Intel shares aren't even lower.

Today, they reported a terrific quarter. The CEO's turnaround plan is taking hold as Nike repairs relations with shoe stores. So are Deckers, New Balance and Adidas. Though shares jumped 5.12% today, FL remains undervalued.