More than 1M people in Alberta alone are visible minorities, with that part of the population growing faster than any other part.
This outdated stereotype just isn’t true
The Canadian prairies are the best value in the country, and it's not even close:
- Cheap real estate
- Very reasonable taxes (esp. Alberta)
- Lots of jobs
- Better weather than you think (esp. the summer)
- Nicest people in the country
- Tons of golf/outdoor rec. opportunities
Anyone else think it would be absolutely hilarious if China added export duties to all the U.S. tariff-exempt electronics?
This whole tariff fiasco is America’s worst self-inflicted mistake in at least a century.
And we get to watch it play out in real time knowing we can do nothing about it.
Yay?
Weird how I’m no longer hearing any comments on how Canada is uninvestable.
My thinking is that tariffs hurt everybody, not just Target. They tend to attract a more affluent shopper, so the impact might not be as bad as others.
But also yeah, lots of potential to be wrong in the short-term.
Canadian bank forward P/E ratios based on 2025 estimates:
$BNS.to: 9.1x
$CM.to: 9.8x
$TD.to: 10.2x
$NA.to: 10.5x
$BMO.to: 11x
$RY.to: 11.6x
And...
$EQB.to: 7.6x
Better growth, plus a cheaper valuation. And nice ROEs. EQB is a stud. A few of the other banks aren't bad either.
I’m beginning to think that tariffs might be a little bit unpopular, guys.
lol, just a tad bit aggressive.
Target Corp $TGT
- Nearly 2,000 U.S. stores
- 230 consecutive dividend payments
- Terrific history of divided growth
- Repurchased ~10% of shares since 2019
- Trades at ~10x fwd. earnings, lowest valuation in a decade
- 4.8% dividend yield
Stop it, I can only get so erect
Enghouse Systems $ENGH.to
- No debt, cash balance of 20% of current market cap
- Strong gross margins, ROE, ROIC
- Using cash to make acquisitions
- Large insider ownership
- Trades at ~9x EV/FCF
- 5% dividend
Goeasy $GSY.to
- Canada's largest alternative finance company
- Has grown EPS by 1,000% since 2015
- Dividend growth is about 1,100% in that same period
- 4%+ dividend yield, highest yield in years
- Trades at 7x 2025's est. EPS
- Still loads of expansion potential
Scott's Miracle-Gro $SMG
- Down ~50% over the last 10 years
- FCF up 215% in the same period, $3.03/share to $10.26/share
- Strong relationships with retailers
- Dominates its niche
- 5% dividend yield
- History of dividend growth (although not so much lately)
Stock is down ~20% since Geoff took over as CEO. No idea about anything else other than that, I don't follow the situation very closely.
Only 1,314 days left until Election Day, 2028.
Not that I'm counting, or anything.
Geoff. And whom, for the record, I quite like as an investor. I like the way he thinks. Just don't understand the desire to run the company.
Yeah, that's fair. The list doesn't even have a coherent order
How come only some of the countries are being charged half on their reciprocal tariffs?
If I was invested with that hedge fund manager I would’ve asked for all my money back the minute he started cosplaying as a CEO.
Jack in the Box $JACK
- Trades at <6x 2025's projected EPS, lowest valuation in at least a decade
- Is expanding nationwide
- Digital sales improvements
- Has an impressive real estate portfolio, which is worth almost as much as the current market cap
- 6%+ yield
CN Rail $CNR.to $CNI
- 19,000 route mile network
- Network connects three N.A. coasts
- Strong balance sheet
- Projected 10%+ EPS growth in 2025, 2026
- 29 consecutive dividend raises
- $37B worth of buybacks since 2000
These guys are a literal toll road on the economy. They'll be back.
Cargojet $CJT.to
- Offers next day air cargo service reaching > 90% of Canada's population
- Long-term customer contracts
- Projected 10%+ revenue growth in 2025
- Highest dividend yield in the past 5 years (1.7%)
- Repurchased > 20% of shares outstanding since 2022
Love TMX Group as a long-term investment, but I won't be buying at a 10-year valuation high.
Happy to hold, however.
$X.to
Thanks man! Appreciate it, and thanks for the reminder to put more effort into this place.
Here are 10 stocks trading at 52-week lows that I think are interesting today:
1. Cargojet
2. CN Rail
3. Jack in the Box
4. Scott's Miracle Gro
5. Goeasy
6. Enghouse Systems
7. Target Corp
8. T. Rowe Price Group
9. Gentex
10. Spin Master
I'll share some deets on each in the next few days.
My mentions on the other app are either low effort garbage (by people trying to get to 5M views and $$$) or people on there just to argue.
Too bad.
I've yet to meet a mortgage-free homeowner who regrets the decision to pay off the house.
Do they… do they think we’re hiding the fentanyl in the auto parts?
That might just be my crummy gif selection skillz
