2026

The markets overcame any jitters about Trump indicting the Fed chair and ended Monday with the S&P 500 up 0.2% an with the 7000 level in the crosshairs.  Toronto was up 0.7%, lululemon managed a 2.5% gain even though Abercombie and Fitch crumbled...

The markets continue to be unfazed by Trump's latest moves including apparent plans or thoughts to indict the FED chair for refusing to lower interest rates. (This is separate from indicting him over cost-overruns on a huge and costly FED building re...

The stock markets continue to roar ahead! On Friday the S&P 500 and Toronto were each up about 0.7% adding to gains earlier in the week. Toll Brothers (a luxury home builder) jumped 7.4% as Trump ordered U.S. the federal government mortgage insur...

Markets are up again today. Toll Brothers is up 7% probably due to Trumps efforts to lower mortgage rates. His direction for Fannie Mae and Freddy Mac (the government mortgage insurance entities) to BUY $200 billion mortgage backed securities is stra...

Costco was up 3.7% on Thursday after reporting same-store sales growth that was strong but not at all spectacular at 6.2%. With added stores adn economies of scale 6% same-store sales growth could lead to about 9% EPS which is great except that the s...

I just completed hours of reading and updating numbers and looking at value rations to come to what is probably an obvious conclusion that Couche-Tard remains a buy for long-term gains. It's not a screaming buy but I think it is a buy. It may be just...

On Wednesday, markets were down modestly with the S&P 500 down0.3% and Toronto down 0.8%. CN Rail was down 3.6% to $134. It's generally a good stock to add to on dips. CN reported 6% lower revenue ton miles in the latest week so that is something...

Markets are a little weaker this morning with the S&P 500 down 0.1% and Toronto is down 1.3% Oil is down 1.4% to $56.41. Western Canadian Select is at $44.78 U.S.  Trump indicates that a lot of Venezuelan oil will soon reach the gulf coast. I'm j...

Markets were strong on Tuesday as the S&P 500 and Toronto each gained 0.6%. FedEx was up 3.5% and is at a 52 week and it just under its all-time high from 2021. Apparently there is faith in the U.S. economy. Starbucks has been strong lately and w...

The report on Visa is updated and rated Buy at $357. Last Spring I was a bit cautious as I thought a possible recession and less travel would slow its growth. But it had continued strong growth in recent quarters. It's value ratios look a little chea...

Markets are up once again this morning. Yesterday after the close there was a offering of a 5.5% convertible debenture from Rogers Sugar. It sold out very fast. I put in for some but was allocated only 32% of what I asked for. This indicates a lot of...

Stocks did surprising  well today. Toronto was up 1.1% despite oil stocks being down. The S&P 500 was up 0.6%. TFI International was up 4.1% to $152.39. I don't get why it has soared so much. This had dipped as low as $113 about six weeks ago (No...

Markets are up about 0.7% this morning in spite of Trumps action in Venezuela. Nothing seems to faze the markets, not since the tariff tantrum of last April. If oil production in Venezulea is going to open up then that could be quite negative for Alb...

TFI International was strong today with a 3.2% increase on this first trading day of the new year. West Fraser Timber was up 2.7%. Cameco was up 7.7%. The S&P 500 was up 0.2% and Toronto rose 0.5%.    ...

Markets are off to a positive start for the year. Cameco is up 7.3%. Cameco should have a bright long-term future with the resurgence of Nuclear power but it's also a volatile stock. In the short-term I was hoping it would drift down and I would add ...