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A play on natural resources. Believes we're in a precious metals bull market. This name is a financial services brand name for gold and silver (as well as for uranium). Also active in many other materials, including the Sprott Physical Uranium Trust. Expanding from precious metals to the whole natural resources complex.

Assets under management now ~$40B USD and growing fairly rapidly. As assets grow, FCF from management fees will be enormous. Yield is 1.79%.

(Disclaimer:  He's a former employee and a former director of Sprott. Also the current largest shareholder at almost 10% of the company.)

Yesterday, Bloomberg posted an article noting it may ultimately cost more to address a high-temperature event at WCN's Chiquita Canyon Landfill than previously thought. The company has budgeted for $100M to $150M in remediation costs this year but Bloomberg said it may be more. Overall, we likely the company, and such events do come with the industry, and WCN has a solid long term operating record. We would be fine holding, and would be buyers into further weakness. We would consider among the best in the sector. 
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The stock is exceptionally cheap at 4X earnings but that has not prevented a 13% YTD decline. The balance sheet is a bit levered but nothing too concerning. Insiders own 14% and have been net buyers in 2025. It's interesting, but very small and cyclical. Certainly at its valuation some other companies might be interested but we doubt management would be. EPS is expected to surge this year, and rise 10% in 2026. Still, it has a mixed history of volatile earnings, including losses. Its small size is a drawback, but the stock is picking up steam, up more than 100% since the market's April lows. We would consider it OK, mainly because of the very low valuation, offsetting its other risks. 
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We continue to like CPRX for good growth and an attractive valuation. We don't think a whole lot has changed here and management continues to execute. The growth rate will likely moderate as some past drugs start to plateau but we think the valuation accounts for a lot of this while the company seeks out another acquisition to drive further growth.
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Two Types of Behavioral Biases: Cognitive and Emotional

To simplify the classifications, a cognitive error can be defined as an information processing error (statistical and/or memory). It is often the result of faulty reasoning. Many times an investor will "think" they are using a rational process in their decision making but fail due to these errors. Conversely, emotional biases are much harder to correct because they stem from impulse and/or intuition. Often an investor needs to first recognize these issues, then find a way to minimize the effects. 
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Its balance sheet makes it dicey, but could be a nice short squeeze.

They just bought Helly Hansen. Vietnam (just struck a trade deal with the US) is a major manufacturing hub for KTB.

Has slumped a long time. WHR is the only real American manufacturer in this industry. However, peers now face serious steel tariffs, so WHR is in the driver's seat, could benefit. Rallied 5% today.

Have suffered from a strong dollar when they return their overseas profits back home, but going forward will benefit from a weaker USD.

They face execution problems, but there's a core belief that there is a lot of value in the company. Hold, though buy if this retraces lows.

The U.S. banks just passed the annual stress tests with strong results. All the 6 big banks raised dividends and some have announced share buybacks which will support the stocks. He owns many banks and expects the good times to continue. Bank valuations are favourable compared to the overall market.

Tanked over 40% today because yesterday they withdrew their full-year forecast due to low sales on ACA (Obamacare) plans. Market growth in 22 states is lower than expected; expects a $1.8 billion reduction in expected risk-adjustment revenue transfers from Washington. Also expects a $2.75 hit to EPS this year. No wonder shares were hammered. Them and these are peers are paying out a lot more than they had expected.  A major problem are fraudulent claims in ACA.

He never sold it. Is sticking by it. Expects a comeback. Their China business isn't that bad.

Is up 400% this year due to an executive order from Washington that gave this a regulatory framework. Is risky to some investors, not to others who embrace risk.

It's done nothing for ages, but suddenly shot up. Can't buy it after this big move.