September 3, 2023

On Friday the S&P 500 was up 0.2% while Toronto was up 1.25%.

Canadian Western Bank jumped 11.4% after releasing Q3 earnings on Friday morning. I have a very large exposure to this company with over 13% of my portfolio invested in it. So, Friday was a great day for me. While it could certainly decline through the Fall due to recession and bad loan fears it appears to be very well positioned and may continue to do well. See the updated report in linked in the comment post below.

lululemon was up 6.0%.

Toll Brothers was up another 2.3%.

 

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