@rrh8807 Profile picture

Ryan

@rrh8807

🇨🇦 Banker. Learning every day. Investor

Similar User
Cochese photo

@CocheseNoCheese

Sarj Dhesi photo

@joylovefreedom1

DecentMeal photo

@grouchomeal

Greg Tong photo

@gbftongcan

Huba photo

@410time

$TVK.TO crossing $100 for first time (but all focus is elsewhere currently)


$AEP.V crazy volume today, now above avg volume in last 4 trading days - long time position, recently averaged up to make it a 8.3% weight Fingers crossed for continued growth - should b exciting Words from recent Raymond James initiation report

Tweet Image 1

Ryan Reposted

$TVK.TO Q3 23/24 recap: TL;DR: Accelerated increase in sales, record Q3 and LTM margins and substantially improved cash conversion. Promising outlook for the remainder of the year due to solid demand and leverage of synergies. Disc.: Long This is no investment advice. DYODD.


Incredible results this AM, sitting near a 30% weight in my port and doesn’t feel big enough. Congrats all shareholders $TVK.TO

TerraVest getting better, not just bigger Headline numbers are impressive for Q2 y/y - eg EPS $0.49 -> $1.19 but I'm just as happy to see margins up nicely Below is H123 to H124 (I chose half year rather than quarter to smooth out some lumpiness) $TVK.TO Net income margin…

Tweet Image 1


$TVK.TO coming in hot with another acquisition 🔥

Tweet Image 1

Through Q1. Been flat over March, hoping to keep hunting good ideas & continue upwards for remainder of year 🤞

Tweet Image 1

Been a long day hitting “translate tweet” on nearly every $EVO tweet out there Shame their share buyback was just about done coming into today instead of having lots of space left - would imagine they completed the small portion left during the day $EVVTY, silly news/day


That being said... I am heavily considering adding more if $TOI.V does sell off a few points tomorrow... Good opportunity to take advantage of potential overreaction

$TOI.V declaring special dividend definitely wasn't on my bingo card. Understandable the negative reactions, doesn't inspire much confidence in their current landscape of reinvesting. Just seems to be a move that completely goes against what they built themselves on



$TOI.V declaring special dividend definitely wasn't on my bingo card. Understandable the negative reactions, doesn't inspire much confidence in their current landscape of reinvesting. Just seems to be a move that completely goes against what they built themselves on


Ryan Reposted

$celh me watching 28% CELH short interest trying to exit a small door


Busy last week in both life and in the markets - was on a flight when $CELH reported a huge Q4, valuation looks pretty intense now $EQB.TO selloff seems a bit overdone Looking forward to a calmer upcoming week where I can follow more closely 🤞


Ryan Reposted

Oh. $LYFT earnings initially misstated its margin expansion in the press release. Rather than 500 basis points (5%) of growth for 2024, as the company initially indicated, the actual increase will be 50 basis points (0.5%), per CNBC.

Tweet Image 1

Hot start to the year. Learning a lot and have had luck on my side at times - enjoying the ride

Tweet Image 1

Ryan Reposted

The IFRS 17 analysis by MW looks weak. They propose a $1.24b write down based on misreading the EY report they cite. If anything, $FFH.TO was conservative in its application of IFRS 17. h/t to @rather_stay for pointing it out and on a side note for sharing the $FTG.TO idea!

Tweet Image 1
Tweet Image 2
Tweet Image 3
Tweet Image 4

$FFH.TO does a lot of deals given its size so it’s bound to have a lot of transactions to scrutinize. The report focuses mainly on marks but ignores that forward ROE would be significantly higher if they made all of these “adjustments” and all of the investments marked below FV.



Ryan Reposted

The consequences of Armageddonism, JPMs Michael Cembalest murdering the🐻s

Tweet Image 1

United States Trends
Loading...

Something went wrong.


Something went wrong.