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%. (Disclosure: Jeff Pollock and Sunni Schneider directly and indirectly hold a financial interest in Western Copper and Gold as shareholders.) With a market capitalization of about US$435 million, […]
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 […]
President Donald Trump is once again floating the idea of cutting the number of corporate earnings reports in half — from four to two per year. The proposal, first raised during his presidency in 2018, would have U.S. public companies report every six months instead of quarterly. While it may sound like a way to […]
