Steve Bromann

@MikeFontaine23 @HeresyYyc You're one of the good guys Mike

@SteveWps @HeresyYyc I’m a boomer, it’s the maritimes and quebec who keep voting liberal

Trudeau was forced to resign because he lost support due to: - Cost-of-living crisis: rampant inflation, skyrocketing housing costs, and unaffordable groceries. - Housing affordability crisis: failure to address supply shortages, exacerbated by high immigration levels. - Immigration policy: rapid increases overwhelming housing, infrastructure, and health services. - Economic underperformance: stagnant or declining GDP per capita, high public debt and lack of focus on productivity or core federal responsibilities. - Scandals and accumulated ethics violations: SNC-Lavalin, WE Charity, Aga Khan. DIVISIVE handling of events like the Freedom Convoy and invoking the Emergencies Act. ***Under Mark Carney, It’s only gotten worse.*** CANADA WTF IS WRONG WITH YOU?

@thatmarketsguy No worries I was just curious if it was making some mistakes and I could try to figure out what the hallucination was. Thanks for your feedback though I appreciate it

@SteveWps LOL. My bad, was a positive review…was meant to say “knows its shit” not “knows it’s shit”

I am building an AI agent screener based on peter lynch, bit of graham, bit of warren, pretty fun night going through different exchanges, found some cool 10 baggers on the tsxv ive added to my watchlist, Anyways, here its lynchish run through on $BN feedback welcomed. Custom Hunter 1.0 Alpha Hunter 1.0 said As "Alpha Hunter," I have dissected Brookfield Corporation (TSX:BN). This is a complex beast—a global asset management and insurance powerhouse that acts as the "mother ship" for the entire Brookfield ecosystem. My assessment is ruthless: you are buying a compounding machine, but the current technicals suggest a temporary loss of momentum. Phase 0: The Category Engine – [STALWART] EPS Growth Rate: ~15.2% (Historical 5-yr avg). [PASS] Fits the top end of the Stalwart profile. PEGY Ratio: ~0.86. (P/E 12.5 / (Growth 13.8% + Yield 0.72%)). [PASS] Indicates the market is underpricing its steady growth. Current P/E vs 5-Yr Avg: 12.5x. [PASS] Trading significantly below its historical average of ~18x-20x. Share Count: Decreasing. [PASS] Outstanding shares dropped from ~2.38B in 2023 to ~2.25B in 2025 (a ~5.5% reduction). Management is aggressively cannibalizing the float. Phase 1: The "Tenbagger" Engine (General Growth & Value) PEG Ratio & Growth: 0.18 (Forward). [PASS] This is a screaming buy on a PEG basis, though Lynch warns that financial "black boxes" often have distorted PEGs. Institutional Squeeze: ~74%. [FAIL] This is a Wall Street darling. There is no "hidden" discovery here; you are fighting the giants. Insider Conviction: High. Insiders hold ~11.2% of the company. CEO Bruce Flatt is famously aligned with shareholders. Recent filings show major institutional adds from CIBC and Royal Bank. [PASS] The Story & Moat: A global monopoly on "Real Assets" (Infrastructure, Renewables, Real Estate). Their moat is the "Brookfield Ecosystem"—the ability to shift capital between insurance float and high-yield infrastructure projects. [PASS] Phase 2: Trap Detection (Survival Metrics) The "Cash Bleed" Trap: N/A for this scale. Cash on hand is $16.24B. [PASS] Value Trap & AI Disruption: Low risk. Physical assets (pipelines, buildings) are AI-resistant. However, their office real estate portfolio remains a "melting ice cube" risk. [TRAP WARNING] Share Count Trend: Strongly Decreasing. 3-year trend is clearly downward. [PASS] The "Debt Spiral" Trap: Total debt is massive at $263B. [FAIL] While mostly non-recourse and tied to specific assets, the absolute leverage is enough to make a conservative manager vomit. Phase 3: Tactical Entry (Technicals) Volume Expansion: Average volume ~6.8M. Trading has been heavy on down-days recently. RSI (14-Day): ~38. [OVERSOLD WATCH] Approaching the buy zone. Moving Averages: Currently CA$54.74. It is trading -14.1% below its 200-day SMA. This is a classic "broken chart, healthy company" scenario. Phase 4: Lifecycle Timing & Action Triggers Action: BUY ON PULLBACK. * Trigger: The stock is currently in a technical downtrend but fundamentally robust. The 17% dividend hike announced in February is a signal of management confidence. Look to enter if it touches CA$52.00, which aligns with historical valuation floors. Phase 5: The Manager's Verdict Exchange Context: TSX (Large Cap). Highest liquidity on the exchange, but sensitive to global interest rate shocks. The Alpha Case: You are buying a portfolio of the world's best infrastructure at a 22% discount to NAV. As interest rates stabilize, the re-rating of their insurance and wealth segments (projected 28% CAGR) will crush the TSX 60. The Kill Shot: A systemic collapse in commercial real estate that forces Brookfield to upstream cash from its healthy subsidiaries to cover office debt defaults. Final Action: [STRONG BUY ON PULLBACK]

@joxley @KirkLubimov @ronmortgageguy @garquake Very cool

@KirkLubimov @ronmortgageguy @garquake @SteveWps Had a lazy week in retirement and decided to write a portfolio app. Have a look if you are interested. It's all in fun and for my personal use, yet thought I'd share.

@ysteve747 Yeah, it's probably the most hated name around so me being the country and I am...

@SteveWps What about Petrodude and Shubham? They fell out of love after Covid?

Can someone tell peter to pump $sgy for me?

@MiddleOfMayhem @Mente_Sabiaa "chemtrail"

@Mente_Sabiaa That is a contrail lined up perfectly with the chimney. How tf did almost 3K people "like" this?!

Cuando el humo sube directamente desde una chimenea en una línea delgada e ininterrumpida, generalmente indica que hay aire muy tranquilo y estable con poco o ningún viento presente. 🌬️🏠

@ericnuttall Am I the only one zooming in on the faded bottom bar and doing some straight up detective work? tve, wcp, cnq, and... squints arx? (ya im talking my bag,)

The 2026/2027 WTI strip is now ~$80, a price level where we see very compelling upside in select energy stocks:

@ShaleTier7 Im sure there a joke in here about being a top 4 oil reserves country in the world and can't get it to tidewater

Imagine going back in time and telling an 11th century European monk that 1,000 years in the future we'll have airplanes, electricity, the internet, GPS, motor cars, space travel... But people in Europe will still be burning wood for heat in 2026.

@FIREDUpWealth $cve

What are the top stocks on your watchlist to buy? 👇

imagine wasting countless hours trying to learn this useless trick? ok, I got to get back to checking candles and 200 day moving averages

@HeroDividend they literally have a line item for oil/gas so they actually really do care,

Waste Management does not care about the price of oil, the latest AI tool, or what interest rates are doing They simply come pick up your trash every week

@acorn_capital for energy>?

@SteveWps Did you buy back some exposure or nah?

So many good ones today, man i should be sleeping but i can't, too many bangers

@neildecrypt @LumberTrading in my heart?

@SteveWps @LumberTrading doubt

Pam Bondi literally top ticked the stock market.

European industrials that just finished recovering from the last generational energy crisis in 2022 seeing Qatar declare force majeure on their gas supply sending TTF up to €70/MWh

@elerianm so hold cash?

Despite the continued escalation in the Middle East War--particularly the latest attacks on energy infrastructure by both Iran and Israel -- quite a few market participants are holding on to the view that the global economy is still in a "mean reversion" paradigm: the view that the genie of energy damage and economic financial disruption can be put quickly back in the lamp. What is in play here is not a narrow "transitory "dynamic when it comes to the disruptive economic and financial effects. We are more in the world of "multiple equilibrium,” with each tipping point fueling this dynamic. #economy #middleeastwar #markets

@Mindset4Money_X this is a banger

Zuck realizing $META investors don't care about the $90B as long as they never have to see that retarded avatar again

@Mindset4Money_X You know its bad when Ben looks that way

@SteveWps So grateful he has X 😂

God help us…

@Tekeee Im 47, get a dog dude,

I’m 40 years old Lonely Childless But I’m a millionaire Unfortunately money doesn’t fill the spot in the heart that a family would :/