On September 17, we wrote a blog highlighting Western Copper and Gold (“WRN”), a Canada-based company we’re bullish on. Since then, WRN’s stock has gained approximately 33%. With a market capitalization of about US$435 million, the company counts several major players among its shareholders — Rio Tinto, valued at over US$110 billion, holds nearly 10% […]
For clients who didn’t already own it, we added Nvidia (NVDA) to suitable portfolios back in April, during the market sell-off triggered by tariff worries. We purchased the Canadian Depositary Receipt to avoid currency swings, but for context, U.S. shares traded roughly between $102 and $105 on April 23—the day of our purchase. Today, NVDA […]
I have trouble keeping up with the reasons why Bitcoin moves in either direction. It seemed correlated with the Nasdaq coming out of the pandemic; then was compared to “digital gold”; and recently it was a hedge against government mismanagement. Its bull case seems to change each day and I’m not embarrassed to say that […]
