CDN Value Investors

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CDN Value Investors

CDN Value Investors

@CDNValueInvestr

95% value investing, 5% memes, and no financial advice.

Canada Katılım Nisan 2016
229 Takip Edilen1.8K Takipçiler
CDN Value Investors
CDN Value Investors@CDNValueInvestr·
New post - Goodbye GameHost TSX:GH and the NFI Group TSX:NFI Turnaround Continues Today we say goodbye to GameHost. Earlier this week they agreed to be bought out, and while it is still subject to shareholder approval, it appears like it will go through given insider support, and the buyer appears to be the kind a regulator will approve. We first covered GameHost in January 2025 and, including dividends, it has provided us a ~25% IRR. While we view this as a success, we also just really enjoyed writing about them. As we said back in our initial article, "What do you get when you combine a conservative management team and a few casino licenses in a growing jurisdiction that limits them? It turns out you get pretty good returns on capital and trading today for ~10x FCF. Why gamble when you can bet on the house?" It turns out you get a lot of shareholder value creation.
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CDN Value Investors@CDNValueInvestr·
Canada’s energy and transportation systems should never be used as a benchmark of resiliency. They’re a few straight lines across a very long map.
Michael Spyker@ShaleTier7

I am just a guy that likes making my maps but I do feel somewhat compelled to say that Iran has a particularly good power grid, and gas distribution network. Like nearly impossible to destroy. I mean, I think Iran has a better gas transmission footprint than Canada. I know know who this tweet is for, but maybe these maps are helpful. In 2017, Iran exported 7,871 GWh and imported ~4 kWh, mainly exporting to Pakistan, Afghanistan, and Iraq. Iran's 4.3MWh per capita of annual electricity consumption is actually in-line with the UK at 4.6MWh per capita, and ~25% ahead of countries like Brazil and South Africa. Attacking a very hardened system like this, and opening the Gulf up to attacks on far more single-failure-point assets -- seems wildly, WILDLY stupid.

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CDN Value Investors
CDN Value Investors@CDNValueInvestr·
Cineplex $CGX.TO promoting $DBO.TO D-Box seats. Seems like D-Box really is a win-win-win relationship. Maybe it's time to see another movie. Still long DBO.
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CDN Value Investors@CDNValueInvestr·
@maxwellhouse99 Woah woah woah. Smithfield will own Nathan’s world famous hotdogs soon (former long that was waiting for the buyout). That’s worth at least half a turn premium over Maple. 😂😂😂🤔
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Maxwell House
Maxwell House@maxwellhouse99·
$CPKR.TO Canadian Packers $MFI.TO Maple Leaf Foods spin off still trading at a discount to its closest competitor Smithfield Foods $SFC 15% FCF Yield. 5.2x EV/EBITDA and a dividend yield ~%5. Get paid while you wait. RBC upgrade PT to $22 from $20 TD upgrade PT to 24$ from $20
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Stocks & Stones | Mathieu Martin
Stocks & Stones | Mathieu Martin@Stocks_Stones·
REMINDER: Our upcoming cocktail with @Atrium_Research is 3 weeks away! Over a third of the tickets have already been taken. Book yours now 👇
Stocks & Stones | Mathieu Martin@Stocks_Stones

I am excited to announce our next Rivemont MicroCap cocktail in partnership with @Atrium_Research! Join us for drinks, appetizers and microcap presentations on March 25 at 5pm in Montreal! We have a solid speaker lineup: 🎙️ Keynote speech: Nicholas Cortellucci, Atrium Research Co-Founder @NickCortellucci Presenting companies: ➡️ BQE Water $BQE.V ➡️ Amerigo Resources $ARG.TO Given the spectacular bull market in natural resources over the past year, we have begun to identify more opportunities in this sector. We are particularly interested in service providers or profitable producers, and this is exactly what we're going to showcase during this event. In addition, you can find Atrium Research's excellent research coverage of these two opportunities by visiting their website. Registration for the event is now OPEN! 👇 eventbrite.ca/e/billets-cock…

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CDN Value Investors
CDN Value Investors@CDNValueInvestr·
New post - Updates on Cannara, ALUULA, and Goldmoney minting more gold -ALUULA (TSXV: $AUUA.V) Unlocked, Capital Raise Complete -Cannara Biotech Inc. (TSX: $LOVE.TO) Moving on Up -Goldmoney (TSX: $XAU.TO) keeps minting more gold Disclosure: We have long positions in all companies profiled.
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Maxwell House
Maxwell House@maxwellhouse99·
Canada Draws the Most Foreign Investment Since 2007 US investments account for more than half of inflows bloomberg.com/news/articles/…
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Ian Cassel
Ian Cassel@iancassel·
The Canadian junior mining machine is so back.... spending $600k per month on IR 😲
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Stocks & Stones | Mathieu Martin
Stocks & Stones | Mathieu Martin@Stocks_Stones·
$DBO.TO $DBOXF Here's the replay of the Business Breakdown I co-hosted last Friday with D-BOX Technologies. Believe it or not, it was the CEO's first public appearance to present the D-BOX story. This one still feels so early in the discovery process! youtube.com/watch?v=rRQW7E…
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CDN Value Investors@CDNValueInvestr·
Well, for us it’s not really a process of screening these apart. It’s about understanding what is happening with the company and where it might go. Assuming they are the “same” valuations on a screen, the additional question is what are management/decision makers doing with the business. A declining business bought at a cheap price with an excellent capital allocation strategy can work out very well.
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Small Cap Compass
Small Cap Compass@SmallCapCompass·
@TreyHenninger @CDNValueInvestr Separating value traps from treasures: Traps have declining ROIC + declining margins + declining growth. Treasures have stable/improving ROIC + margins + slowing (not negative) growth. Same valuation metric, opposite outcomes. How do you actually screen these apart?
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CDN Value Investors@CDNValueInvestr·
🔥💯 See archives for full overview of what $SODI Solitron is and its history. So long solitron?
Alex Bossert@alexbossert

What a week for Solitron Devices $SODI! Two major catalysts are converging: 1. $SODI just confirmed inbound acquisition interest + an ALL-TIME HIGH backlog. 2. Largest customer $RTX just signed a landmark 7-year agreement with the DOD. The downstream impact for $SODI is huge: Standard Missile-6 (SM-6): - Production target: 4x INCREASE (125 to 500+ /yr) - This is a Top 3 Program for Solitron. AMRAAM: - Target: 1,900+ /yr (Historically high levels) - Production has already doubled since 2024. - This is Solitron's largest program Demand for 2 of Solitron's 3 top programs is locked in for years.

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CDN Value Investors@CDNValueInvestr·
Bullish microcap investors after their stock releases surprisingly bad news:
GIF
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CDN Value Investors@CDNValueInvestr·
Illiquid FTW. I hounded a CFO once for a few months. Terrible disclosures. Only got through after he accidentally answered the phone as he thought I was someone else. Turned out to be very nice and chatted for an hour. Just wasn’t interested in anything but managing the business. Ended up buying a position.
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Tim Eriksen
Tim Eriksen@eriksen_tim·
Solitron Devices $SODI Announces Exploration of Potential Merger or Sale Opportunities sec.gov/Archives/edgar…
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CDN Value Investors@CDNValueInvestr·
Portfolio update: We are long stocks that are only going to go up and are bearish on bad ideas. Follow for more great advice.
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Keşfet

@dismissedeurope @justinsherfield @KawzInvests @mvcinvesting @stockoholics @joinyellowbrick @DismissedEurope @JustinSherfield