Canadian Investor 🇨🇦 - Building wealth in public - ETFs, stocks & personal finance - Maxing my TFSA - Research, lessons & the real journey - DYOR
Montreal, Quebec
Joined March 2023
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Brandon Wealth 🇨🇦 retweeted
Mixed reaction so far on Pre-market
While $NVDA is selling off -5% of the news you have $AMD shooting up with few other name.
Might be more allocation on different AI ticker while $NVDA take the shot.
New week starting with tons of action in the market.
Be sure to be ahead of the game and trade with our 3000 trading community live on discord to get the best of all TA.
We are working as a team 🤝
Sharing all my personal entry and exit too xitter.cf/Brownmoose/creator-sub…
Brandon Wealth 🇨🇦 retweeted
🇨🇦 Canadians: Most people don't fully understand how CPP actually works.
Here's CPP explained simply:
1. You and your employer contribute from every paycheque.
2. Your pension depends on how much and how long you contributed.
3. You receive monthly payments for LIFE.
When should you start?
Age 60 → 36% LESS
Age 65 → Standard pension
Age 70 → 42% MORE
CPP is taxable and adjusted annually for inflation.
Your retirement age matters more than you think.
Brandon Wealth 🇨🇦 retweeted
Citi and JPMorgan disagree on whether investors have given up. We have seen the hedge funds getting rinsed. Tech focused funds were up 24% in June and have now lost almost all of those gains.
JPMorgan says the momentum trade just had its biggest unwind in about 40 years and thinks the selling is almost done.
Citi thinks position is neutral on the Nasdaq which means investors still haven’t given up and they think it would take another 5% drop before we potentially see some capitulation.
Brandon Wealth 🇨🇦 retweeted
How I think I understand options trading
How it actually goes when I trade options
Brandon Wealth 🇨🇦 retweeted
$CAT generators are so hard to get right now that even when OnePWR couldn’t pay for the order they had placed 2 years ago, they just sold that to $ANT which allowed Anthropic to skip ahead on waiting to get the generators.
Anthropic needs a ton of power and securing their own source of it means they are less reliant on their competitors to supply them. And more power is key for them to even get close to hitting their commitments.
But even getting this equipment means Anthropic still needs enough gas and pipelines to run it. Not having enough of those can create delays.
Brandon Wealth 🇨🇦 retweeted
437k verified home impressions 📈
Posting 25 times a day but we're making progress 😅
Brandon Wealth 🇨🇦 retweeted
$APP with a massive pump around 30% and isn’t getting the memo to dump everything!
Hey @grok why didn't AppLovin get the memo?
$APP pumping after Q3 earnings with the Q2 miss looking like a potential one off. Gaming grew nearly 50% YoY and consumer advertisers doubled their spending from last year. AppLovin still expects growth to slow in Q4, but to 43-44% instead of the 36% analysts had.
Pumping after hours through the 50 day EMA and back to where it was in September.
Brandon Wealth 🇨🇦 retweeted
Introducing Wealthsimple Pro. The most powerful trading platform we’ve ever built. Level 2 data, live options chains, bracket orders from the main screen, and a layout you can make your own. Built for serious traders who want all the information.
Brandon Wealth 🇨🇦 retweeted
I CANT BREATHE.
I HATE YOU DONALD TRUMP I HATE YOU REPUBLICANS I HATE YOY I HATE YOU I HATE YOUY
$116K. MY LIFE SAVINGS
GONE.
IM SHAKINF THIS IS NOT REAL
THEY MUST HAVE STOLEN IT. EVERYONE ON X SAID IT WOULD BE A RED WAVE
THE DEMOCRANTS MUWT HAVE PAID OFF ILLEGALS TO VOTE
I DONT KNOW WHAT TO DO ANYMORE
Readers added context they thought people might want to know
Kalshi's Member Agreement lists Canada as restricted for election event contracts. Poster is from Winnipeg and shares net worth updates of $800k+. Markets priced Dem sweep ~70%+ pre-election, not red wave.
kalshi.com/docs/kalshi-me…
drunkdividends.com
blog.preduck.com/blog/midterm-b…
Brandon Wealth 🇨🇦 retweeted
$SJ.TO — Stella-Jones | Q3 2026 Results
north america's leading maker of wood utility poles and railway ties, now adding steel transmission structures.
📊 Q3 Highlights:
• Sales: $979M (+2% YoY)
• Operating income: $82M (vs $135M), after $32M of impairment and restructuring
• Adjusted EBITDA: $159M, margin 16.2% (vs $171M, 17.8%)
• Net income: $51M | EPS $0.93 (vs $1.59); adjusted EPS $1.39
• Operating cash flow: $158M (vs $198M)
• Cash: $142M | Total debt: $1.27B (excl. leases) | net debt $1.42B incl. leases, 2.4x
⚙️ What Hurt:
• About $10M of higher fuel costs plus an unfavourable product mix
• Network optimization closures in ties and poles drove the one-time charges
🔮 Outlook:
• New performance optimization program targeting up to $100M of cumulative savings over 3 years
• 2026 adjusted EBITDA margin to stay below the 17.5–18.5% target, with a return to the range expected over the 3-year outlook
💰 Shareholder Returns:
• Ncib renewed for up to 1.5M shares (~2.7% of shares outstanding)
• $101M of debt and lease repayments in q3
Demand is fine, with utility pole volumes still growing. the issue is margins: fuel costs and mix pushed ebitda margin down about 160 bps. management is cutting costs and closing plants to win it back. cash generation stays solid and leverage is moving down, so this looks like a show-me execution story for 2027.
Full analysis:
investorlens.io/stocks/SJ.TO
#TSX #CanadianStocks #Infrastructure #Utilities #Railways
Brandon Wealth 🇨🇦 retweeted
$APP pumping after Q3 earnings with the Q2 miss looking like a potential one off. Gaming grew nearly 50% YoY and consumer advertisers doubled their spending from last year. AppLovin still expects growth to slow in Q4, but to 43-44% instead of the 36% analysts had.
Pumping after hours through the 50 day EMA and back to where it was in September.
Brandon Wealth 🇨🇦 retweeted
Want to join us??
I will let the first 10 in for two months
discord.gg/7vAGBv7CV
Brandon Wealth 🇨🇦 retweeted
Why is the $PLTR price action lower? The market wants more than a strong beat from Palantir and this one seems pretty standard for them.
Their own growth outlook is also slower for next quarter. This could be lower expectations so the next earnings look better.
Palantir’s weak spot is new deals. They grew 6% YoY while sales grew 96%. Their backlog of signed contracts also didn’t grow from last quarter. This means growth will only keep up if they can increase these new deals.
Sales are still strong and almost all of their sales growth is coming from the US. For the first time they make more money from US companies than from the US government.
$PLTR is growing very fast. For the first time they make more money from US companies than from the US government.
Most of their growth is turning into profit because their costs are growing slower than their sales. They expect strong sales to continue especially in the US.
