Following the Walmart /Dollarama Play book In Mexico
Following the Walmart /Dollarama Play book In Mexico
PESORAMA (PESO – TSXv) QUICK FACTS Trading Symbols: PESOShare Price Today: $0.54Shares Outstanding: 206.2 millionMarket Capitalization: $111 millionCash: $10.1 millionDebt: $21 millionEnterprise Value: $122 million BRINGING THE DOLLAR STORE MODEL DOWN...
AI IS WHITE HOT… IS THIS NEXT? WHITEFIBER (WYFI – NASDAQ)
AI IS WHITE HOT… IS THIS NEXT? WHITEFIBER (WYFI – NASDAQ)
QUICK FACTS Trading Symbols: WYFIShare Price Today: $45Shares Outstanding: 38.4 millionMarket Capitalization: $1,509 millionCash: $76 millionDebt: $222 millionEnterprise Value: $1,656 million BETTING THAT LONG-TERM FUNDAMENTALS DRIVE SHORT-TERM MOMENTUM Every so often the market hands...
TWO BIG CHANGES TO THE US TRUCKING INDUSTRYIS REDUCING DRIVER AND TRUCK SUPPLY–FAST
TWO BIG CHANGES TO THE US TRUCKING INDUSTRYIS REDUCING DRIVER AND TRUCK SUPPLY–FAST
HOW TO PLAY THE FALLOUT There is a bullish setup taking hold in the US trucking market. Rates are now surging and tender rejection levels (a measure of how busy trucking outfits...
A TURNAROUND STORY WITH MOMENTUM AT ITS BACK D-BOX TECHNOLOGIES (DBO – TSX)
A TURNAROUND STORY WITH MOMENTUM AT ITS BACK D-BOX TECHNOLOGIES (DBO – TSX)
D-Box Technologies has always been a customer experience company with a compelling product. But for years, the experience of owning D-Box stock was been anything but! This is a stock that I have watched...
Growing Revenue and EBITDA…and UnLoved
Growing Revenue and EBITDA…and UnLoved
ZEFIRO METHANE ZEFI-CBOE / ZEFIF-OTC When one of my top contacts in the industry said I should look at Zefiro Methane last week, I nearly choked. I helped them get public, I was a...
THE CHEAP, VERY ODD BANK THAT’S RUN BY THE TIM HORTONS FOUNDING FAMILY
THE CHEAP, VERY ODD BANK THAT’S RUN BY THE TIM HORTONS FOUNDING FAMILY
RFA FINANCIAL (RFA – TSX) QUICK FACTS Trading Symbols: RFA-TSXShare Price Today: $24Shares Outstanding: 46.6 millionMarket Capitalization: $1.1 BillionTangible Book Value: $1.497 Billion FINDING THE CHEAT CODE FOR BANK GROWTH RFA Financial (RFA...
This Huge Gold Exploration Play Is Starting to Prove Up
This Huge Gold Exploration Play Is Starting to Prove Up
Canary Gold’s latest work at the Madeira River Project is important because the company has now moved beyond just having a “theory” about paleo channels carrying gold — they are finally starting to prove...
STEEL YOURSELF THIS CHART IS STARTING TO LOOK GREAT
STEEL YOURSELF THIS CHART IS STARTING TO LOOK GREAT
QUICK FACTS Trading Symbols: DRX Share Price Today: $10 Shares Outstanding: 28.5 million Market Capitalization: $285 million Cash: $63 million Debt: $39 million Enterprise Value: $262 million FROM TARIFF PUNCHING BAG TO CANADIAN INFRASTRUCTURE...
Another Oddball Commodity Play on Strait of Hormuz
Another Oddball Commodity Play on Strait of Hormuz
If nothing else, the war has been a learning experience! I have learned more than I ever cared to know about the supply/demand dynamics of obscure commodities that just happen to transit through the...
The Energy Trade Few Investors Understand-For Good Reason
The Energy Trade Few Investors Understand-For Good Reason
I made some of my biggest money EVER on ethanol business. That happened in 2014, when the combination of government subsidies and a shortage of ethanol fuel led to massive margins for the ethanol...