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Tesla reported a revenue of 28.1B, which is a 24.9% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. This positive change in revenue is a good sign, suggesting that the company's sales are moving in the right direction. Gross Profit stood at 5.05B, marking a 30.3% change since the last quarter. Gross profit showcases the efficiency in production and sales processes. Social media mentions are up 8.5% in the past 24h.
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Tilray reported a revenue of 288M, which is a -6.6% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. A decline in revenue can be concerning, as it might indicate reduced sales or challenges in the market. It's important to investigate further to understand the underlying causes. Gross Profit stood at 79M, marking a -14.9% change since the last quarter. Gross profit showcases the efficiency in production and sales processes. Social media mentions are up 28.2% in the past 24h.
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Oracle reported a revenue of 16.1B, which is a 7.6% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. This positive change in revenue is a good sign, suggesting that the company's sales are moving in the right direction. Gross Profit stood at 20.1B, marking a 100.3% change since the last quarter. Gross profit showcases the efficiency in production and sales processes. Social media mentions are up 9.3% in the past 24h.
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VXC is a low-MER ETF (0.22%) which holds over 11,500 individual holdings from around the world - excluding Canada. It provides instant diversification and broad market coverage. The portfolio average PE is 22, has a ROE of 18%, and seen average earnings growth over 20% for the past 5 years. We recommend setting a stop-loss at $63, looking to achieve $87 -- upside potential of 18%. Yield 1.4%
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VDY is a low-MER ETF (0.22%) which holds 56 100% Canadian dividend paying companies. The portfolio average PE is 15, is under 2x book value, supports a 12% ROE and has average annual earnings growth of 13% over the past five years. It is tax efficient for holding in Canadian non-registered accounts as dividends are eligible for tax credits. A one-stop holding for Canadian income generation. We recommend setting a stop-loss at $54, looking to achieve $73 -- upside potential of 18%. Yield 3.3%
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ZGI manages a portfolio of 49 utilities, energy processing and other infrastructure companies of $500 million market cap and higher. Holdings are worldwide, but company shares trade in the US and Canada. Since inception, it has achieved an annual return over 11%. We recommend setting a stop-loss at $46, looking to achieve $61 -- upside potential of 18%. Yield 2.6%
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Our PAST TOP PICK with ASC has triggered its stop at $11. To remain disciplined, we recommend covering the position at this time. When combined with previous guidance, this will result in a net investment gain of 9%.
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No. He'd characterize what's going on as kind of a tug-of-war. You have your dyed-in-the-wool, true believers, "AI to infinity" crowd, and then the skeptics or pragmatists who are coming out of the woodwork. That's causing a bit of churn and rotation in both sector and style in the marketplace.
It's been very much an AI theme-driven rally since ChatGPT was born just over 3 years ago, but with fits and starts. Over the last 3-4 weeks, it's been in one of those "fits" with a bit of resurgence today. The probable cause is that MU reported better-than-expected earnings yesterday after the close.
We also got a little bit more rocket fuel to pour on the fire of the Santa Clause rally with the CPI numbers coming in a bit lower in the US. So we have a pretty strong tape out there today.
His firm are fervent believers in the transformative potential of AI. It's a generational event in technology. So they've been invested in it and remain invested throughout the value chain. That chain spans foundries that make the chips to designers to switches/routers. And upstream of those they're positioned in power producers. And even above that, natural gas and uranium producers.
They have partially trimmed some exposure in the last month or so, but only very lightly. Proceeds have been invested in more mundane businesses -- not hyperscalers per se, but companies that are realizing major efficiency gains for the end user.
Doesn't own now, but no qualms about taking a position, given the constructive view on natural gas.
A somewhat smaller producer of nat gas, with ~$4.5B market cap. Operates in Western Canada, but in the Deep Basin. Produces close to 90% natural gas, so almost a pure play. Production has grown ~4% compounded pace over the last decade. Company has had ups and downs; enjoying an "up" now. Had to cut dividend 3 times (2018, 2019, and 2020), cumulatively 95%. Incredibly, under new management it's grown all the way back.
Keeps costs low. Diversifying end markets away from low price points. Catalysts on horizon for whole nat gas sector -- LNG Canada plus "major projects". Yield now ~5.9%.
His preferred exposure to nat gas is via TOU.
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