$NVO When does the Novo dividend hit the Canadian Accounts, was sure it was yesterday, anyone ? Thank you
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Tradethebell 📈🚀
1.9K posts
Tradethebell 📈🚀
@JoffTurner
Stock investor. Not a financial advisor.
Katılım Mart 2011
271 Takip Edilen91 Takipçiler
#NFLX no surprise really, just how quick they made the decision. Back to $115 in no time !!
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@squawksquare #NFLX no surprise really, just how quick they made the decision. Back to $115 in no time !!
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$NFLX should walk away, collect the $2.8B breakup fee, and save $80B rather than battle regulatory uncertainty. With the Donald Trump administration and the U.S. Department of Justice unlikely to give Netflix a clear path to close, Take the cash and focus on growth elsewhere !
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$DND.TO Ai is going to eat their lunch. Biggest risk here is the huge amount of debt and declining sales and possible bankruptcy. Much better plays else where !
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$NFLX Netflix CEO Sarandos visiting White House Thursday to discuss Warner Bros. bid.
Its Heating up !! Stock is showing some serious volume.
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How many people you think would seriously buy an Optimus robot? Okay, so it can fold your laundry and maybe pick up a few toys laying around the house for you. At the speed it works, it takes about 10 times longer for that activity. Meanwhile, you think people will justify $30,000 for saving them 20 min a day? Not happening. $TSLA
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$MA $V Have we finally found the bottom after the #TACO 10% Cap rederick ?
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$NFLX The recent low and sell off is nearly done. Just wish they were not buying WBD please let $PSKY have it !! When this one bounces it will be fast and hard hopefully into earnings next week.
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$NFLX added more here, waiting for the pop !! Earnings soon, should be fun... $$.
Bottom line over sold, leader in its industry and will recover soon after earnings and get above the $100 !!
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@commonsenseplay Don't fight the tape ! Especially trying to short these stocks, don't let a winning position become a nightmare ! GL
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$RGTI Rigetti Ridiculousness!
No news - but yet the stock is casually up 15%!
This is not an investable stock, this is a meme stock and a meme sector.
I am not covering I have been short since Rigetti was in the $50's.
I will cover only when it retraces back to $10 and into single digits.
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@commonsenseplay Howard Marks has been wrong for a long time, the key is diversification and picking best in class stocks !
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WHY YOU’RE GOING TO LOSE MONEY ON STOCKS THIS DECADE! THE ROTATION IS STARTING NOW!
$IONQ, $RGTI, $OKLO, $JOBY, $IREN , $LAES , $BTC , $BTQ , $JOBY , $OPEN , $META , $NVDA , $GOOG , $TLT, $GME , $PLTR
Legendary investor Howard Marks puts it bluntly:
“When you buy the S&P 500 at a 23x P/E, your 10-yr annualized return has always fallen between +2% and –2%, IN EVERY CASE, EVERY CASE.”
Today the market sits at a 25x P/E. Add inflation… and your “returns” are negative.
So what’s Marks doing? Buying bonds! During the 2000–2002 crash:
- Long-term Treasuries: +40–45%
- NASDAQ: –78%
History doesn’t repeat perfectly, but it rhymes. We might only be in the first inning of the next pullback. I’m already reallocating heavily into long-term bond ETFs like $TLT and $ZFL.TO, and I think they’ll outperform for years.
Common Sense Investor (CSI)@commonsenseplay
WHY YOU’RE GOING TO LOSE MONEY ON STOCKS THIS DECADE! Legendary investor Howard Marks puts it bluntly: “When you buy the S&P 500 at a 23x P/E, your 10-yr annualized return has always fallen between +2% and –2%, IN EVERY CASE, EVERY CASE.” Today the market sits at a 25x P/E. Add inflation… and your “returns” are negative. So what’s Marks doing? Buying bonds! During the 2000–2002 crash: - Long-term Treasuries: +40–45% - NASDAQ: –78% History doesn’t repeat perfectly, but it rhymes. We might only be in the first inning of the next pullback. I’m already reallocating heavily into long-term bond ETFs like $TLT and $ZFL.TO, and I think they’ll outperform for years.
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$dnd.to trading halted and not for any good news. Who knows where this will now open when it does. Always be careful when trading trash !
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@commonsenseplay $DND.TO Took profits, if it pulls back next week will rinse and repeat. So many great plays in the Mkt right now.
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Subscribers only:
Who else is crushing it on Dye and Durham?
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@commonsenseplay $TLT To early in my opinion. Has been a terrible hold.
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$TLT is at a very attractive entry price now.
Down 5 years in a row - short interest at a record high.
When this flips it will flip quickly and hard!
Subu Trade@SubuTrade
$TLT is down 5 years in a row. Meanwhile, $TLT Short Interest just made a new Record High.
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$DND.TO $DYNDF finally some good news, i believe the uniting of the board was the biggest hurdle. Lets see where it goes from here. Up 30% on heavy volume ! 🚀
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$DND.TO why the sudden drop from $3 to $2.87. Awful action !
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@commonsenseplay $DND.TO Needs to break above the $3.20 area. $2.97 is just a bounce and nothing more.
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Nice bounce back form $DND.TO / $DYNDF.
My biggest long along with Sarepta.
Common Sense Investor (CSI)@commonsenseplay
MY BIGGEST, HIGHEST CONVICTION STOCK POSITION! Dye & Durham $DND.TO (Canada) $DYNDF (US) - The Forced Takeover Story Nobody Is Talking About! Dye & Durham - is one of the most explosive special situations in Canada and the endgame is almost certainly a buyout! Here’s the real sequence: 1. Just over 7 months ago, Advent International (a top-tier global PE fund) made an ~$825M offer (~$12/share). - D&D’s board rejected it. - This decision set off the chain reaction. 2. Ex-CEO Matt Proud (Plantro) started trying to take the company private, he made multipe buyout offers: - Feb 2025: Bid #1 - $20/share - Fall 2025: Bid #2 - $10.25/share - Nov 2025 (just last week): Bid #3 - $5.72/share ($3.50 cash + $2.22 notes, ready to sign immediately, no further diligence) His offers dropped as the company deteriorated - filings missed, downgrades hit, strategic review collapsed! 3. Fast-forward to this month: - Stock hits an all-time low of $2.71 - D&D faces OSC scrutiny, delayed filings, lender cure periods - CIBC backs out of the strategic review - Credit downgraded by S&P & Moody’s 4. Then everything blows up: - Three directors resign. - A new Chair + new CEO installed. - Tyler Proud (ex-Chairman) and brother of Matt launches a proxy fight with his own board slate. - Plantro fires in its 3rd offer and says it can “sign immediately.” This is not a normal company. This is a forced resolution. Buyout Probability: ~90% once filings land (within next month) Why? • Board weakened • Two Proud brothers pushing from opposite sides, one to control the board, one to buy the company. • No credible public path • No bank-led strategic review • Lenders want stability • Governance vacuum • Advent previously saw $12/share value in value This ends in a transaction - the only question is at what price. Upside from today’s ~$3.20 share price - $5.72 current offer = +79% - Likely revised bid ($6–$6.50) = +87% to +103% - Advent valuation anchor ($10–$12) = +212% to +275% The key risk window: - D&D must file its Annual + Q1 statements by mid-December and secure lender waivers. - If they do - catastrophic downside disappears and this becomes a pure negotiation! Their latest update on this from 2 days ago is that they will meet that timeline. Bottom line: The Proud brothers aren’t fighting for a $3 stock. They’re fighting because privately, D&D is worth far more than the market is pricing. The buyout probability is extremely high 90%+ The only real debate now is the final price. Dye and Durham is now my biggest highest conviction long!
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