It has good growth and a decent yield. Most importantly, it's in a growth area of the country, Montana. Problem is, the stock has had a big move and can retrace to $45 without a problem.
As yields held and oil declined, stocks rallied to begin the trading week. The TSX gained 0.44% or 155 points, the S&P 0.7%, the Nasdaq 0.82% and the Dow 0.28%.
In Toronto, sectors were mixed with financials and materials up and tech and discretionary down. Major movers included CAE up 4.57%, ERO Copper 4.62%, Lithium Americas -2.77%, Celestica -4.78%, and Hammond Power Solutions 5.77%. In New York: Fair Isaac -13.15%, DoorDash -6.1%, Lumentum 8.19%, Nvidia 2.39% and Intel 4.04%.
In commodities, WTI sank 1.65% to US$101.60, gold increased US$17 to US$,4013 though silver held at US$53.75. Bitcoin slipped US$600 to US$79,780. Finally, the U.S. 10-year yield held right below 5%.
🛫 CAE Inc (CAE.TO) +4.57%
⛏ Ero Copper Corp (ERO) +4.62%
⛓ Lithium Americas Corp (LAC.TO) -2.77%
🧬 Celestica Inc (CLS.TO) -4.78%
🧬 Hammond Power Solutions Inc. (HPS.A.TO) +5.77%
🖨 Fair Isaac Corp. (FICO) -13.15%
🛫 Doordash (DASH) -6.1%
🧬 Lumentum Holdings (LITE) +8.19%
💾 NVIDIA Corporation (NVDA) +2.39%
💾 Intel (INTC) +4.04%
Anthropic will IPO next month. Revenue growth per employee is far higher in the Mag 7 then the rest of the S&P 500, which has flatlined for the last 7 years. A chart of profit margins over that span is the same, with Mag 7 far outperforming the S&P 493. Anthropic touts AI is the most important tech to ever hit the planet given better productivity. Among the AI ETFs, AIQ is the passive way which outperforms when things are bad, but BAI outperforms when things are good. Both ETFs are the same now, and they both include SpaceX. Like SpaceX, he expects huge volatility from Anthropic, but buy the dips for a long-term hold.
There's still room to run in global stocks in this rotation period, shifting away from U.S. tech, because investors are adding up the costs and returns in tech--and it isn't adding up. So, the shift has been to the opposite: energy, just energy thrived in the sluggish 70s. Washington: How lame duck is Trump? We'll likely see a Democrat Congress, though who knows what will happen to the Senate? Probably, we'll see gridlock, which markets like. Markets would be more bearish if things shifted entirely to the left, because of tax policy. Trump lowered corporate taxes, but there won't be tax changes for at least 6 months.

Here are the Canadian companies listed on Stockchase who are reporting earnings this week: 💻 Technology 🏛 Financial 🚚 Industrials 🛢Basic Materials ⚡ Energy 👨⚕️ Healthcare 🛍 Consumer 💡 Utilities Use this list wisely to identify buying opportunities.Happy trading !!! read more
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