Mentioned 7/25/2026
The creator expresses dissatisfaction with Scotiabank, calling it a 'total rip-off' and stating they are moving their portfolio away from it.
Analysis from 7/26/2026
Creator Profile
YouTube | Stock
32,800 followers
Visit creator profileReturn Since March 15, 2026
Recent Posts
July 25, 2026
The creator discusses a volatile market week, with tech earnings showing mixed results and oil prices rallying due to geopolitical events. They express strong conviction in the long-term opportunity within the S&P 500, particularly in its concentrated tech holdings like Google and Nvidia, citing favorable valuations despite recent pullbacks. The creator also mentions Suncor and Canadian Natural Resources as opportunities within the oil sector.
July 23, 2026
The creator discusses a significant drop in their tech stock portfolio, attributing it to margin calls and leverage unwinding, particularly in large-cap tech and AI stocks. While acknowledging the market's downturn, they express that their existing positions in companies like Microsoft and Meta are already bought at discounts and require a more substantial drop to warrant further buying. The creator also touches on the broader market's movement, noting a rotation into safer sectors and highlighting Google's earnings as unexpectedly strong despite the stock's decline.
July 22, 2026
The creator discusses dividend stocks that are currently experiencing significant price drops, presenting them as potential buying opportunities. The first stock highlighted is McDonald's, which has fallen 22% year-to-date, offering a yield not seen in a decade. The creator also touches upon 'sin stocks' like Philip Morris, noting their transition to the non-combustible market and strong revenue growth, with one stock having a remarkable rally after a significant dividend yield in 2023.
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 7/25/2026
The creator expresses dissatisfaction with Scotiabank, calling it a 'total rip-off' and stating they are moving their portfolio away from it.
Analysis from 7/26/2026
Mentioned 7/25/2026
Canadian Natural Resources is considered one of the greatest companies in the world, akin to the tech company of the oil and natural gas sector, with significant growth potential.
Analysis from 7/26/2026
Mentioned 7/25/2026
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