You can never time the market perfectly: however averaging down is a super power, and this is exactly what I’m doing. I’m still at a loss, but the momentum and branding I said a couple weeks back is leading me to believe this is going to be a $50 stock by the end of the year.
To all those who say the American consumer is struggling and people don't have disposable income... shut up, you don't know what you're talking about. Women will always find the money to go shopping, and the lipstick rule will continue to dictate that women will find ways to buy small luxuries in an economic downturn. Maybe Aritzia isn't comparable to a $10 lipstick, but I believe the point still stands.
For the first time, Amazon $AMZN has become the world's highest-revenue company. Its annual revenue reached $742 billion, surpassing Walmart's $WMT$725 billion. This milestone for Jeff Bezos' company marks the end of a symbolic era. For decades, the top spot belonged to a company built on stores, inventory, and a physical presence. Now, the lead belongs to a company that was born on the internet. But calling Amazon $AMZN simply a retailer no longer captures the scale of what it has become. E-commerce remains at its core, but the company has built around it a powerful combination of cloud computing, digital advertising, logistics, subscriptions, devices, and artificial intelligence. Amazon $AMZN didn't just create multiple businesses. It built an infrastructure that allows all of them to reinforce one another. The marketplace attracts customers. Logistics expands its reach. Prime drives recurring revenue. Advertising monetizes attention. AWS powers the digital economy, and so on. While Walmart $WMT represents the ultimate scale of traditional retail, Amazon $AMZN represents something different: a company that has moved beyond competing in markets to building the platforms on which other markets operate. The world's highest-revenue company doesn't just sell products. It sells convenience, audiences, cloud services, AI, and infrastructure. Amazon $AMZN didn't simply surpass Walmart $WMT. It redefined what a dominant company looks like in the 21st century.read more
Sold my entire position of TMX group to reallocate on other positions I have stronger confidence in near and long term. Nothing wrong with the company itself I feel like it will be a steady compounder for years to come pending there isn’t a big downturn on equities. Cheers 🍻
Like to be diverse in my holdings … picked up some more Silver and Gold the other day from my spot. Silver grabbed at 60 an ounce (bullion) Gold I grabbed at 4140 and ounce (coin)
In recent months, Tim Hortons has made headlines for a significant jump in its profits, sparking interest among investors in the fast-food and beverage sector. Understanding the driving forces behind this profitability surge is essential for stock market investors looking to capitalize on potential opportunities. You can read our latest article here at ERIOB2 now. 👋 #WeAreHereForYou 🌎 (TSX: QSR) What's Driving The Tim Hortons Profit Jump? (Update, Live) Url: https://eriofficialblog2.wordpress.com/2026/06/22/tsx-qsr-whats-driving-the-tim-hortons-profit-jump-update-live Enjoy. #EnRouteInvestors #ERIOB2 #TimHortons #RestaurantBrandsInternational #QSR #DigitalTechnology #Coffee #FastFood #Expansion #RenewableEnergy #Finance #International #Canada #GTA #GreaterTorontoArea #Vaughan #Ontarioread more
High-income earners should periodically review concentration risk across their entire financial life. Consider these questions: • How dependent am I on one income source? • How much of my net worth is tied to one company or one asset? • Would my family remain financially secure if one major pillar disappeared? Truth is, a resilient wealth plan is not built on hoping nothing goes wrong, it is built so that one setback doesn’t erase many years of progress. That’s how wealth is protected across generations. Let’s review your financial strategy. Question: If you had to identify one financial risk that deserves more attention this year, what would it be? read more
So, I've managed to put all the FOMO aside and refrained from jumping into the volitility of the IPO. I am of course still interested in getting in. My question is this: Since retail allocation of shares was about 20%, once the lockups start being unlocked and sold on the market, this should provide lots of buying opportunity at more realistic prices, is this logic correct? Would the best time to make purchases be at the 70, 90, 110, 130 and 150 day 7% tranche unlocks? And might the biggest opportunity be on whatever day SpaceX chooses for their Q2 earnings release, since that will unlock a 20% (auto) and potential 30% unlock of shares? Allowing insiders etc to cash out? Or is this putting too much thought into it, and maybe I should just start DCAing now. Thanks in advance to those with any ideas. read more
This is my Top 5 holding at the end of July 2026. 1) $XDTE it a income fund 2) $RZLV small cap stock 3) $TOPW it a income fund 4) $OPEN small cap stock 5 $BBAI small cap stock $SOFI is just out of the Top 5 but could be in next month because I’m adding more shares at this price read more
$GFUZ has all the ingredients for a stock everyone suddenly starts talking about. ✅ First publicly traded pure-play fusion company. ✅ 20+ years of technology development. ✅ Massive clean-energy narrative. ✅ Nasdaq debut Monday. If retail starts piling in and momentum builds, this could get interesting fast. High risk? Absolutely. But sometimes the biggest movers start with a story that captures everyone’s attention. I’m watching this one very closely.
I was so impressed with their online platform and underlying technology and optician AI. That I had to buy some stock in the company! Very impressed with not only the experience but the company itself.
I’ve spent a fair amount of time studying factor investing, and one factor I keep coming back to is profitability. $TJX continues to amaze me. It’s about as boring as a business gets. No flashy technology or moonshot narrative. It’s just an exceptionally well run retailer that has quietly compounded shareholder value for decades. High returns on capital. Consistent free cash flow. Disciplined capital allocation. Durable margins. I won’t bore you with numbers, but their guidance is great and it reinforces just how consistent the underlying model really is. It’s a reminder that some of the best investments don’t have to look exciting, they simply execute at an incredibly high level, year after year. Boring businesses with extraordinary economics often make extraordinary investments IMHO. read more
I have bought ELF before at around $50ish, however after its recent drop from $78, I am confident that this is the next cosmetics giant, which, with its recent acquisition of Rhodes will drive its brand into the next level with L’Oreal, and those brands! Looking at $100+ by the end of the year!
Celsius over the next 12-24 months has huge upside potential, as a major drop ytd meaning a deeply misunderstood stock, which makes it great value and a definite buy. Its growth is similar with the former Monster Beverages, which is heavily volatile but will continue to grow. Will be riding this to $50!
Pepsi not exceeding earnings expectations has caused a slight ripple effect. Market likes to paint with a broad brush. Investors likely to think consumers are weakening and sell staples and retail broadly. Good chance to buy a great company at a discount!
