Doing your research makes losing money seem hard. I posted this on September 8th about $VST “I think $VST has massive upside from here. The stock is sitting ~30% off last year’s $217 high while the actual business got better. ~3.8 GW of nuclear is now locked into 20-year contracts with $AMZN and $META . Helix (KKR + NVIDIA + KIA) just made $VST the preferred power partner to supply electricity for large AI data centres. The acquisition of Cogentrix has significantly boosted power capacity. 2026 adj. EBITDA guidance of $6.8–7.6B was reaffirmed. The CEO is buying the dip with personal cash. This isn’t just a chart pattern. It’s contracted cash flow and the one commodity AI cannot substitute out. Power demand is compounding and it’s going to keep on doing so. The pullback is the entry. Press buy.” I told you to PRESS BUY. Did you? Because since then, $VST has moved up 8%. People always say it’s easy to be a genius in a bull market and yes, that’s correct. However sometimes the market hands you an opportunity on a silver platter and it’s hard to pass it up. I do the research so you don’t have to. This is not financial advice. But it costs nothing to follow me. read more
The Government of Canada just announced a massive $2 billion National Heat Pump Rebate program kicking off in early 2027. This isn't just another minor green subsidy, it aims to completely transition 1 million homes over the next eight years, expanding the addressable market from strict oil-only replacements to natural gas, propane, and electric baseboards. By removing mandatory pre-installation energy audits and launching a 24-hour rapid approval portal, they are unblocking the massive "emergency breakdown" market (which makes up 80% of annual HVAC replacements). How to play this trend on the TSX: 💵 My Grid Demand Winner: $BEP.UN (Brookfield Renewable Partners) Moving up to one million homes off fossil fuels and onto electric cold-climate heat pumps means a massive, structural load migration to clean electric grids. As a premier global pure-play renewable operator with an extensive Canadian hydro infrastructure footprint, $BEP.UN stands as a prime multi-year beneficiary of this long-term electrification wave, all while paying a solid >5% distribution that is completely tax-free if you hold it in a TFSA. Other industry players to watch that could ride this tailwind: • $AQC (AlcoGas / Algoma Central or relevant local micro-caps / utilities like $ACO.X ATCO Ltd. / $FTS Fortis Inc.) — Regulated electric transmission utilities will benefit from building out the physical infrastructure required to handle increased residential grid demand. • $CARR (Carrier Global) & $TT (Trane Technologies) — Major global HVAC manufacturers dominating the Canadian residential space that will see immediate transaction velocity from the friction-free 5-day federal reimbursement portal. With the stock currently trading around the $41–$42 range, I'm eyeing an accumulation zone at $39.00, and also starting my weekly DCA buy in to capture both the upcoming 2027 launch catalyst and secular AI data center power demand. What are your thoughts? Are you looking to position your portfolio ahead of this 2027 green energy rollout, or sticking to pure-play tech? 👇 #Investing #TSX #GreenEnergy #TFSA #Macroread more
Sold my $ATH for a decent profit as it is being acquired by Cenovous. Will use funds to buy more CC-ETf’s to add to my passive income. My target on ATH was 20-25 in another 10-12 mnths but this changes that. Still a decent return.
Well if things couldn't get worse, they are as China is halting fuel exports as of now. Fuel exports from China soared between July and September, but it appears new restrictions are in place in October as China did not authorize fuel exports beyond Hong Kong and Macau ahead of the week-long Golden Week public holiday starting on October 1. It is not clear if China would authorize any fuel exports after the holiday week ends on October 7. Analysts last week said that China could lower its fuel exports again in October, potentially tightening the global fuel market further, as domestic gasoline and diesel inventories have slumped to multi-year lows. October exports could be lower due to the seven-year-low gasoline and diesel inventories in China, GL Consulting, a consultancy owned by MySteel, said last week. https://oilprice.com/Latest-Energy-News/World-News/China-Halts-Fuel-Exports-Until-Further-Notice.html
Suncor is selling its non-core offshore assets to Ithaca Energy Under the agreement, Ithaca will make an upfront payment $1.2 billion plus up to an additional $350 million in contingent payments, based on future oil prices. The deal includes a 48 per cent interest in Terra Nova, a 40 per cent interest in White Rose and a 38.6 per cent stake in interest in West White Rose. https://www.bnnbloomberg.ca/markets/oil/2026/10/05/suncor-selling-non-core-offshore-assets-to-ithaca-energy/
Cenovus: buying Athabasca Oil for $5.7B after acquiring MEG — continuing to consolidate long-life oil sands assets. Suncor: selling $1.2B of offshore assets and increasing monthly share buybacks from $500M → $750M. Neither strategy is necessarily right or wrong. Which would you rather own right now?
Hey @goldenlarchinvesting ... remember this post you made a year ago right after CVE bought MEG energy? I posted a couple comments on that blossom post you made about that video.... Seems I pretty much nailed that $ATH would be one of the next to be bought and that it would likely be $CVE that does it :) It was only common sense. They were already in a JV with each other months earlier meaning the two companies already liked each other and had good synergies. AND with MEG off the top of the list... ATH was in my opinion on the top of the list (ARC and a couple others beat ATH this year - but it still happened this year). Looking forward to your video talking about this acquisition!
I was just shown the news this morning that Cenovus $cve agreed to buy my $ATH for $12 a share or converted shares of Cenovus ... or a portion of each. my run of my biggest investment of my life has come to an end. i made a lot of great money from it over the past 4 years... (my only multi bagger) and will exit with one more nice exit price. but... i wished it would have been left alone... as it would have eventually reached $20 or more in the coming years.
I posted the news earlier this morning. BUT as of 45 minutes ago, after 6 LADDER SELLS into the $ATH price rising above the announced agreed buyout price of $12.00 from $CVE of ATH, my 45 month journey with what was my biggest investment success of my investing life ENDED. And... while I predicted a year ago after CVE bought MEG and said ATH is on the top of the list to be one of the next big Canadian buyouts (likely it being CVE since ATH and CVE already were in a JV with each other for 2 years), I really am more disappointed and sad about the news than I am excited about the cash that was realized today which i must now find new investments targets for. CVE agreed to buy at $12... but honestly... like was the case with MEG... ATH had a far brighter future on stock price than $12! From what their plans were and with NO DEBT... and printing money each day, many analysts like Eric Nuttel forecasted $20 in their near future. And that will now not be the case. I first found and bought ATH back Jan 5th, 2023 at $2.18. and as you can see from my attached chart on my investing journey with ATH... there were a lot of accumulations... and my often talked about stories and videos about how I used ATH to do structured SWING TRADING on it to really milk out much bigger gains and accumulations... until i reach 30,000 share this summer. I truly loved this stock - even though you are not supposed to love a stock. BUT this one - I did! It never disappointed me. So... when I made my last trade of my last 5000 shares at $12.15... it was with a heavy heart that I lost my fave child in my portfolio. It was my LARGEST position in my entire portfolio by far. AND... where I could say before today that I was a HYBRID investor... as of now ... I am now almost a pure INCOME INVESTOR... 98% INCOME... 2% GROWTH. For those that got into ATH because of my journey - I I hope it paid off for you all too. No one should follow someone else's investment decisions without researching yourself. But if you did you would have seen what I saw... and congrats to you too!read more
$KAP$CCJ Bought today as a long term uranium and rare earth element play. Stock seems very cheap looking at its potential upside. I can only put that down to the country, Kazakhstan, it is based in and beholden to the "autocratic" government there. Cameco $CCJ is its main competitor (#2 uranium producer). There's an argument that Cameco is the better investment as analysts seem to be predicting more upside in the stock price. However i'm taking the riskier investment and put 2.2% of my portfolio into Kazatomprom. The PE ratio and profit margins for $KAP are too good for me to ignore. Healthy ~6% dividend too. I have a very bullish view on the long term future of nuclear power. I've also invested in Rolls Royce too for their production of SMR's (small modular reactors) that are just coming into mainstream production. Thought about classifying this as a "Mining" post but when i look at that forum it seems to be mostly about crypto mining!!!
I‘ve been holding VST for only about 1-2 weeks now and im up a bit more than 16%. Should I take profit? My original thought was to hold long-term but seeing the massive profit today im not fully sure anymore. I‘d love to hear another opinion about the stock.
Congrats to $SHEL and $TRP on cutting LNG buildout costs. Unfortunate for $CLF It’s also hilarious that the liberals want to sue $CLF over the layoffs caused by their own trade negotiations while giving away business to China.
Hey fam- as you may know Energy Transfer ($ET) will be delisting voluntarily from New York Stock Exchange and listing itself at Texas Stock Exchange, which is not yet supported by Wealthsimple. What are you guys thinking of doing with your ET shares and contracts? I think one option is to move ET shares to other broker like Questrade? But we cant move contracts in my understanding. I asked WS and they said I wont be able to sell my contracts in wealthsimple once it is delisted…and they will be lost..
