
Liberals seeing record-high support on first anniversary of Carney becoming PM: Nanos ctvnews.ca/politics/artic…
Keith Lambert
7.2K posts

@KeithMLambert2
20 years investing own💲📈:🚶♂️🚴♂️ 🍷 ⛳ ⛷️ 🏋️♂️ Opinions are my own

Liberals seeing record-high support on first anniversary of Carney becoming PM: Nanos ctvnews.ca/politics/artic…



BREAKING: Massive BLOW to Mark Carney's Low RISK Low Carbon OIL. Japan REJECTS Mark Carney's LOW RISK BS and signs $56B Oil & Gas contract with U.S. Canada is being REPLACED CHEAPER SUPPLY WINS EVERYTIME




Not even 24 hours after landing in Canada Sharia Cleric Hojjatoleslam Morteza Tayyeb leads the IRGC Al Quds march in plain sight of law enforcement They are flaunting it in our face 🇨🇦





CSU: down 7% today on no news is a bit of a head scratcher following Monday's very satisfactory full year results. Unlikely the NVDA/NBIS announcement has much to do with it. Obviously sellers wanting out still abound but the stock was looking better off the lows. This stock is dirt cheap. Two years out has the P/CF at less than 13X for such strong growth and 50% ROE returns. And there is no reason to doubt the company can make these operating numbers; VMS acquisitions continue apace and there no evidence of AI disrupting the biz as organic growth continues. The newly announced capital deployment strategy, PEMS, may cause some indigestion as we don't know if management has a core competency taking minority interests in public and private companies or if appointing board reps doesn't turn out to be a distraction, and then too, holding forever. Gerry Schwartz at Onex taught us decades you can't fall in love with your investments. I would have been happier with a policy to distribute excess cash after exhausting VMS acquisitions, which clearly is a competency. Bought the dip today. We'll see.




I spoke with Prime Minister Nawaf Salam today. Canada is a long-time partner of Lebanon, and stands in solidarity with its government and people as Lebanon has unwillingly been drawn into the current conflict in the Middle East. We call for all parties to de-escalate and respect Lebanese sovereignty and territorial integrity.