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@cdnvaluestocks

Write very occasionally at https://t.co/ZjqjynvPT8

Ontario, Canada Katılım Ocak 2014
244 Takip Edilen6.7K Takipçiler
Tyler
Tyler@cdnvaluestocks·
@deepvalueco I looked at it in mid 2024 and didn't like it much, but Divestor (also very smart, his quote below) was a big fan of it at roughly these prices, and so now with Connor that makes two investors whom I respect liking it - where there's this much smoke there's probably fire
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IRResistible CAGRs🍁
IRResistible CAGRs🍁@deepvalueco·
I'm surprised AltaFox (smart) likes this, looked pretty awful on my screens, had been ok in 4 of the last 20 years. Mostly seemed like junk (and declining) ROE.
Connor Haley@AltaFoxCapital

This morning, Alta Fox published a press release and full thesis deck on $PBH CN (Premium Brands Holdings), a business we believe is significantly undervalued with 75%+ upside in our base case. The materials outline our investment thesis and highlight specific steps management can take to help close the discount to intrinsic value. Press release: tinyurl.com/z5defu6u Full deck: altafoxcapital.com/research

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nick@lol_kikko·
@cdnvaluestocks @310Value You still large into dream? $DRM.TO shares have done nothing for a hot minute
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3:10 Value
3:10 Value@310Value·
$gfl. $ses.to
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Tyler
Tyler@cdnvaluestocks·
@lol_kikko @310Value Hate to see Secure go, particularly at this price, but I guess this is one way of getting back into GFL
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Tyler@cdnvaluestocks·
@HJB2_0 @StockTalk416 Trying it. I had like 6 accounts at TD that couldn't consolidate for performance, or allocations or even just shares I owned. Could definitely be done with a manual spreadsheet but Portseido has some features I like + I'm lazy
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Tyler
Tyler@cdnvaluestocks·
@StockTalk416 Doesn't look like it. I use Portseido for all my public assets, and have a spreadsheet I use for the rest of my finances
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Tyler@cdnvaluestocks·
@Tdbex22 @CDInewsletter Sorry I never saw this comment - obviously pretty late at this point. I liked TD UI better. It was easier to get quotes, it seemed to load faster, I liked TD's quotes/watchlist feature, and it's research/market overview. That said Questrade is very usable and free, so it wins out
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TDB
TDB@Tdbex22·
@cdnvaluestocks @CDInewsletter How is the UI on questrade? I’ve also been using TD for way too long. Any downsides you’ve noticed that make you wish you didn’t switch?
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Canadian Dividend Investing
Canadian Dividend Investing@CDInewsletter·
After 20+ years with Qtrade, I'm moving to Wealthsimple. QT gave awful service on an account transfer (in), so I'm leaving. I'll get a $10,000+ bonus, far better UI, and tons of other perks. Suggest y'all do the same, especially if you're unhappy with your current broker.
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Tyler
Tyler@cdnvaluestocks·
@CDNValueInvestr I have no idea if George Armoyan has done this at other companies he has taken over but it's quite amusing if this is part of what he usually does. Clarke $CKI.TO uses PricewaterhouseCoopers, so I'd expect that is who he'll hire next
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CDN Value Investors
CDN Value Investors@CDNValueInvestr·
How often do you see an auditor not make the cut at the AGM vote? From this year at Ravelin $RPR.UN
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Tyler
Tyler@cdnvaluestocks·
@beenthread Happy to be here, glad the club stayed open (ie. the stocks stayed somewhat cheap) long enough for me to join
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Tyler@cdnvaluestocks·
I take this as the top indicator you were looking for, but after seeing them discussed by smart folks for years, I finally wrote about and bought Mako Mining $MKO.V and Sailfish Royalties $FISH.V. The link to my write up is in my bio and below
Brown@BrownMarubozu

Write up by @cdnvaluestocks on $MKO.V and $FISH.V If you are not following his substack you should. It’s a must read for Canadian value investors. open.substack.com/pub/canadianva…

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Tyler
Tyler@cdnvaluestocks·
@maxwellhouse99 I'm not sure I'd do it to explicitly increase exposure to O&G, but there are high quality companies that are decently valued that would definitely fit your Canadian dividend growth portfolio - talking my book but $SCR.TO, $PSK.TO, $TOU.TO fit the bill
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Maxwell House
Maxwell House@maxwellhouse99·
Debating if increase my exposure to oil n gas?
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Tyler@cdnvaluestocks·
@BrownMarubozu Thanks @BrownMarubozu. Really wish I had paid more attention to your tweets about them earlier. I appreciate all of your discussion, it was a big help
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Tyler
Tyler@cdnvaluestocks·
@scalphunter_ @tsxman To add to what Chris said, this is such a small vehicle and has more or less missed any opportunity to earn significant fees. The goodwill earned from doing right by investors, and salvaging a half decent exit will benefit the franchise more than the minor fees $DRR.U will pay
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TRIGGERED LANDLORD
TRIGGERED LANDLORD@scalphunter_·
@tsxman How do you get conviction that Cooper will do the right thing and return capital? My sense is he understands the value of permanent capital and raised all these vehicles knowing there is value to him. Will he really sell and send $ to investors?
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Chris in Canada 🍁
Chris in Canada 🍁@tsxman·
$DRR.U / $DRR.UN 🇺🇸 out w/ a 52-wk high today. Up 31% YTD which is best in the #REIT space. Still trading at mid 8% implied cap rate despite recent transactions taking place in lowest 5% range. Currently at a 37% NAV discount as strategic review unfolds. Everything is for sale.
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Chris in Canada 🍁@tsxman

$DRR.U / $DRR.UN Dream Residential 🇺🇸 initiates a strategic review process to correct the persistent NAV gap in trading valuation. I have bene loading this one heavily in the past couple months. Would be nice if they sell it all. Internal NAV $13.39, trading price $6.70.

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Sportello_spreadsheets
Sportello_spreadsheets@Sportellosprea1·
Anyone got industry exp/PE expertise in metal scrap recycling? Assume unlevere op margins pretty decent -> control direct costs via cash for cust scrap (subject to spot scrap). Need good industrial base for supply (YEG) $ses.to
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Tyler
Tyler@cdnvaluestocks·
@finphysnerd In a very bad oil environment, Secure likely wouldn’t thrive, but its cash flows are much more durable and removed from oil prices than an oil field services company
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Tyler@cdnvaluestocks·
@finphysnerd No problem. The service Secure provides is mostly tied oil production, vs new drilling, and the long lives of the wells Secure’s customers have means production isn’t very tied to oil prices.
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Tyler
Tyler@cdnvaluestocks·
$SES.TO Secure Energy Services (or shortly Secure Waste Infrastructure) operates two distinct business segments. 1) Energy infrastructure (30% of EBITDA) which includes some oil pipelines, terminals, and storage....
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Keşfet

@deepvalueco @lol_kikko @310Value @LaughingH20Cap @HJB2_0 @StockTalk416 @SultanAmeerali @Tdbex22