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Tyler

@cdnvaluestocks

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Following
2K
Statuses
6K

Write very occasionally at https://t.co/ZjqjynvPT8

Ontario, Canada
Joined January 2014
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@cdnvaluestocks
Tyler
17 hours
@CDInewsletter Just today decided to move everything to Questrade. Have rationalized staying with TD far longer than I should have, but between referrals to start up with Questrade, their bonus offer, & now free trades, I couldn't justify staying at TD & paying $10 for trades, bad service, etc
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@cdnvaluestocks
Tyler
27 days
@UmbrielCap @CDInewsletter Yes, though it's possible that more sales may occur. The poster might not know that these sales have been announced (which fits because he generally doesn't seem to understand what he's talking about) or the uncle may have been talking about future sales
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@cdnvaluestocks
Tyler
28 days
@XuanPelofuego @foso_defensivo I'd start with that, but I can pretty confidently say you could look closer at it and be happy you did
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@cdnvaluestocks
Tyler
1 month
@StockTalk416 Just not our stocks
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@cdnvaluestocks
Tyler
2 months
@CDInewsletter @GaelanHanlon At lower retirement incomes it's more or less a wash, no big difference either way
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@cdnvaluestocks
Tyler
2 months
@GaelanHanlon @CDInewsletter I think RRSP/TFSA should be maxed almost regardless, & too much in a RRSP/too high of retirement income is a much rarer problem, but funding more retirement income from taxable capital gains and less from RRSP or taxable dividends means more income/withdrawals before OAS clawback
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@cdnvaluestocks
Tyler
2 months
Person A - publicly publish thoughtful discussion Person B - I choose not to read what you wrote, write it in a different format, send directly to me, then I'll respond Person A - is what I did somehow insufficient? Person B - you must not know what you are talking about
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@cdnvaluestocks
Tyler
2 months
@Rodbhar I wouldn't expect Secure to be very successful in such a scenario. Secure's decline would be slower than the production decline & with either capital returns or diversification the company could be a decent investment, but you're right that melting ice cube successes are rare
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@cdnvaluestocks
Tyler
2 months
@Refinedman2 Waste peers trade at much lower than even 5% FCF yields, table below from @310Value is dated but if anything FCF yields have gone lower. I don't see 7% as too low. I had a rough estimate of fair value as ~$23, which would be 5%-5.6% FCF yield, which still strikes me as fair
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@cdnvaluestocks
Tyler
2 months
@Rodbhar If the decline you are modelling is slow enough, it's a very smart management team that would have say $250 million of FCF each year to use to diversify/lessen those impacts.
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@cdnvaluestocks
Tyler
2 months
@littleacorncap I looked up the symbol on here and noticed you were the only one. Small, illiquid, non-promotional, and Quebec all work against its popularity, but it’s an interesting company I’m surprised doesn’t get mentioned more
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@cdnvaluestocks
Tyler
2 months
@50CentToonie I see you haven’t read what I wrote… I don’t but am considering buying it
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