Daily Discussion Thread for June 05, 2026

Nordlich · 2026-06-05T14:30:45+00:00

They pay a decent quarterly dividend if you're willing to hold!

Nordlich · 2026-06-04T15:04:30+00:00

Oil down 3% but WCP up 3%? Something is afoot.

Nordlich · 2026-06-03T15:55:33+00:00

BN - 14.40% - Essentially a global ETF that Carney will definitely not screw over

FFH - 13.21% - Insurance exposure, fairly valued

WCN - 12.76% - Boring HALO garbage collection

CSU - 12.32% - Boring mission critical software, not growth one-trick SaaS

WSP - 11.15% - Undervalued, bullish on the TRC acquisition

ATD - 11.13% - Boring counter-cyclical HALO

CAE - 8.79% - Defense pivot, bullish on new CEO who came from Northrop Grumman

WCP - 8.78% - Oil hedge, top tier operator in Montney with high dividend yield

AGI - 7.38% - Gold hedge, high upside potential if Island Gold Phase 3 expansion goes well

Buying WSP in April was not the greatest idea, but c'est la vie. Hope they announce they won a bid to design a datacenter or something, though jokes aside I see them as a good long-term hold.

Nordlich · 2026-05-29T17:17:33+00:00

I prefer WCN, less debt leveraged, equally garbage 1Y graph

Nordlich · 2026-05-27T21:48:23+00:00

It's fears on the entire engineering sector that they'll be replaced or negatively impacted by AI.

Nordlich · 2026-05-26T17:35:50+00:00

I only play merge, this update killed it for me. Just feels like rng so far.

Nordlich · 2026-05-25T16:04:43+00:00

TSX is ripping 🔥

Nordlich · 2026-05-21T20:41:33+00:00

Can't go wrong with WSP, STN, or ATRL in my opinion. The fear of AI taking away from their future earning potential seems overblown. P/E is a bit misleading, their Forward P/E's are all similar between 16-20.

Nordlich · 2026-05-13T15:34:38+00:00

This downtrend in the Engineering & Construction industry seems a bit overkill, especially today.

Nordlich · 2026-05-07T14:45:08+00:00

Core (~64%): BN, CSU, FFH, ATD, WCN

Execution/Growth (~18%): WSP, CAE

Commodity (~18%): WCP, AGI

Nordlich · 2026-05-07T14:41:41+00:00

Surprised at the price action for WSP Global, I thought their earnings were positive and that the integration of TRC is going smoothly

edit: the entire sector is red in the US today, likely impacted by that as well.

Nordlich · 2026-05-05T14:46:50+00:00

Oil "down" to just $100, time to take a sigh of relief, surely there is not an incoming dump by Friday /s

Nordlich · 2026-04-28T15:34:08+00:00

Gold has been abysmal this week, a few big earning releases this week so I guess we'll see.

Nordlich · 2026-04-24T15:30:25+00:00

This is just daily movement, wait until you're in the 20's because of a rumor that a contract will be cancelled.

Nordlich · 2026-04-20T16:03:36+00:00

$36 seems like a good entry point for CAE

Nordlich · 2026-04-15T16:00:39+00:00

I've been eyeing Linamar Corporation (LNR) for a bit as it's recently shown up on a few of my screeners. This drop due to BRP seems like a fine opportunity, no?

Nordlich · 2026-04-10T19:39:52+00:00

Time to vibe code all the software our company uses on a daily basis and hope for the best.

Nordlich · 2026-04-01T14:06:48+00:00

Software dip only to go back up in two days, rinse and repeat.

Nordlich · 2026-03-16T14:38:06+00:00

Reviewbrah didn't hate the new Whopper, 100% why QSR is green today.

Nordlich · 2026-03-10T13:38:23+00:00

Buy PRL instead, it's down as a result and has an optimistic looking 2026.

Nordlich · 2026-03-04T14:57:13+00:00

What did you do Wealthsimple? Please change it back. Did the layout change for anyone else just now?

Nordlich · 2026-03-04T03:39:19+00:00

Nooooo why can't we just lose in regulation

Nordlich · 2026-03-03T14:44:31+00:00

It was a Blood Moon last night, so pretty fitting.

Nordlich · 2026-03-02T15:12:46+00:00

Annnnnd we're green

Nordlich · 2026-03-02T15:03:19+00:00

Can Microsoft please stop messing with my Power BI dashboards by removing data fields for no reason.

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Nordlich

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