Updated BN 2024 Q1 stock fair value CA$66. Brookfield Corp reported 10% distributable earnings growth, much slower than the companys own projection of 20%+ expected growth. Considering the challenging economic environment, I think this is acceptable and the company is on track to deliver more growth considering...

Brookfield Corp Grew Slower Than Expected in Q1

AMZN 2024 Q1 stock fair value $224. Amazon reported 13% YoY sales for Q1 2024, both of its operating cashflow and net income has exploded, up more than 100% compared to a year ago, indicating impressive margin improvements...

Amazon is Partnering Up with Mr Beast

GOOGL 2024 Q1 stock fair value $184.2. Alphabet Inc, parent company of Google reported Q1 revenue of $80.539 billion, a 15% increase YoY. EPS grew an impressive 60% from a year before to $1.89...

Google Had a Great Quarter

CNR 2024 Q1 stock fair value estimation CA$166. Canadian National Railway reported revenue of C$4.2 billion, a decline of 1%, and EPS of C$1.72 per share, a decline of 5%. Running a 5 year DCF calculation...

CNR Reported Q1 Earnings Decline

META 2024 Q1 stock fair value $435.29. Meta Platforms reported Q1 revenue growth of 27% and EPS increased by 114% YoY. The stock crashed anyway due to sky high valuations and expectations...

Meta Stock Crashed Despite Revenue and Earnings Beat

Updated CSU 2024 Q4 stock fair value CA$5,378.85. Constellation software continues to grow fast despite its $100 billion size. For the whole year 2024 the company delivered....

CSU Delivered 20% Growth In Q4 2024

Updated 2025 Q4 stock fair value $329.8. Salesforce has traded down 3% since it reported earnings last Wednesday, likely due to the revenue miss and weaker than expected FY2026 revenue guidance. Personally, I’m ...

Salesforce Stock is Down, Missed Q4 Revenue

TFSA, RRSP, Non-registered and Smith Maneuver portfolio updates for 2025 February...

2025 February Portfolio Update

EQB stock 2025 Q1 stock fair value estimation is CA$99.56. EQB’s growth is slowing down, with EPS growing 8% YoY, compared to 12.6% in the past 5 years. This is not surprising given...

EQ Bank reported 8% earnings growth in Q1 2025

Updated BN 2024 Q4 stock fair value $67.18. BN reported Q4 distributable earnings before realization (DE) increased to $1.498 billion, up 24% from $1.21 billion reported last year. The DE per share for the full year 2024 was $3.07, up 15% from $2.66 in 2023. This gives BN a P/DE ratio of only...

Brookfield Corp Earnings Grew 20% Plus in Q4

GOOGL 2024 Q4 stock fair value $243.66. Google reported Q4 revenue of $96.5 billion and EPS of $2.15, growing 12% and 31% compared to a year before. Shares have traded down about...

Why I Think Google Stock Is a Buy

AMZN 2024 Q4 stock fair value $258. Amazon reported revenue growth of 10% to $187.8 billion, and EPS growth of 86% to...

Amazon Stock Looks Like a Buy

CNR 2024 Q4 stock fair value estimation CA$168.95. CNR has had a challenging quarter in 2024 Q4, EPS has declined 10% to $1.82 per share and revenue declined 3% to...

CNR Reported Disappointing Q4 Earnings [Last Update]

TFSA, RRSP, Non-registered and Smith Maneuver portfolio updates...

2025 January Portfolio Update

This blew my mind considering my portfolio value only went above $700k 3 months ago. This value increase includes...

Portfolio Crossed $800k

META 2024 Q4 stock fair value $719. Meta’s revenue grew 21% to $48.4 billion, and EPS grew 50% to $8.02. Daily active people continue to grow impressively at 5% to...

Meta grew earnings by 50% in Q4 2024

This step-by-step guide contains everything you need to know about setting up the Smith Maneuver in Canada. It will help you pay down your mortgage as quickly as possible, while generating additional income in the process. This post will show you exactly how to do it based on my own experience setting it up with the National Bank of Canada...

Step-by-step Smith Maneuver Guide

Updated BN 2024 Q3 stock fair value $79 (CA$111.05). BN reported $3.78 per share distributable earnings for the past 12 months, up 20% compared to a year ago. Note that this amount is in USD, which represents an earnings yield of...

BN Earnings Grow By 20% In Q3

Today I decided to sell out my entire QSR position in my TFSA after holding it for 3 years, and bought ...

New Stock Purchased in my $160k TFSA

Updated CSU 2024 Q3 stock fair value CA$4,517. reported 20% revenue growth compared to a year ago. I’m continuously impressed by how the company is able to maintain this growth rate despite their sheer size....

CSU Continues Rapid Growth in Q3

AMZN 2024 Q3 stock fair value $251.82. Amazon beats analyst expectations on both revenue and EPS in Q3, here are some highlights...

Is Amazon Stock Still a Buy After 6% Price Jump

META 2024 Q3 stock fair value $557.64. Meta’s family of apps continue impressive growth on top of an already enormous user base, with daily active people growing another 5% YoY to 3.29 billion...

Meta Earnings are up 37% in Q3

GOOGL 2024 Q3 stock fair value $173. Google shares jumped 6% after reporting significant growth in revenue and EPS. I still remember how “experts” were saying Google is losing steam because of ChatGPT, regulation and competition from rivals...

Google Reported 37% Earnings Growth in Q3

CNR 2024 Q3 stock fair value estimation CA$159. CNR reports Better than expected Q3 earnings, with quarterly revenue increased 3% YoY and EPS grew 2% YoY to...

CNR Slightly Beats Q3 Earnings

I am feeling excited to achieve this milestone and I am closer than ever to my FIRE number. When I started with $6000 at the end of 2018, I would never have expected to reach this number in 6 years. Looking back here is what I think I did right...

Stock Portfolio Surpassed $700k

Smith maneuver is a strategy of converting Canadian non-tax-deductible mortgage into tax deductible HELOC for investment purpose only. The goal is to pay down the non-deductible mortgage as soon as possible...

My Smith Maneuver Setup with National Bank in Details

Updated 2025 Q2 stock fair value $299. Salesforce’s recent earnings report revealed 20% free cash flow (FCF) and 8% revenue growth YoY. FCF per share continues to increase, up 50% from last year to...

Salesforce Stock Looks Like a Steal

EQB stock 2024 Q3 stock fair value estimation is CA$107. EQB reported 15% YoY revenue growth. However EPS declined 1% YoY due to the elevated PCL, mainly from losses in equipment financing loans. The good news is that the PCL has decreased from 22.2 million to 19.6 million...

EQB Continue to Grow in 2024 Q3

Updated CSU 2024 Q2 stock fair value CA$4,427. Constellation Software reported strong Q2 earnings, with revenue and free cash flow (FCF) for the past 6 months grew by 22% and 34% respectfully compared to the previous year. While the majority of this growth....

CSU Reported 22% Growth in Q2

Updated BN 2024 Q2 stock fair value CA$77. BN reported a great Q2 earnings with its asset management arm grew to $1 trillion AUM, with fee bearing capital grew 17% to $514 billion. TTM Distributable earnings before realization grew 8%...

Brookfield Corp Now Manages $1 Trillion of Assets

AMZN 2024 Q2 stock fair value $243. Amazon stock is down 9% today after earnings, I think this has created a great buying opportunity. I believe the crash is...

Amazon Stock is ON SALE After Earnings

Sold ADBE at $527.96 with 78% profits. Here are the reasons....

Sold ADBE to buy AMZN [Last Update]

META 2024 Q2 stock fair value $524. stock surged 6% after reporting stronger than expected Q2 earnings, with a revenue of $39 billion and EPS of $5.16, growing 22% and 73% respectively...

Meta Stock Surges Despite Market Downturn

CNR 2024 Q2 stock fair value estimation CA$164.34. CNR reported Q2 revenues of C$4.3 billion and EPS of C$1.84, an increase of 7% and 5%. The EPS growth is slower than expected due to looming strike. Here are some main issues...

CN Rail Reported Underwhelming Earnings

I have sold DG after 1 year at a small profit and bought MSCI in my TFSA. I discovered MSCI is a very high quality company selling at...

Major trade in my $150k TFSA Portfolio

GOOGL 2024 Q2 stock fair value $178.72. Google reported Q2 revenue of $84.7 billion and EPS of $1.89, a 14% and 31% growth respectively. But the stock went down anyway despite earnings beat...

Google Beats Earnings, the Stock Went Down Anyway

ADBE 2024 Q2 stock fair value estimation $483. ADBE 2024 Q2 beats earnings expectation, however the free cash flow (FCF) is flat at $1.899 billion YoY despite 10% revenue growth....

Adobe Looks Expensive After Raising 14%

Updated 2024 Q2 stock fair value $88.98 (conservatively valued). EQB reported 20% YoY revenue growth, 7% EPS growth, and increased dividends by 22%. The estimated value of the stock is calculated using the following conditions...

EQB Killed Another Quarter

Updated 2025 Q1 stock fair value $292. Salesforce stock is down 20% today because the company Q2 revenue guidance missed expectation. The company looks undervalued compared to its intrinsic value...

Salesforce Plummets on Weak Revenue Guidance

Updated CSU 2024 Q1 stock fair value CA$3816, this is lower due to slower free cash flow grwoth. Constellation software reported 23% revenue increase for Q1 2024, with 3% organic growth in their software businesses, however free cashflow is flat YoY at $446 million....

CSU Grew Revenue But Free Cashflow Stagnates

CSU 2023 Q4 stock fair value CA$4349. Constellation software reported very strong performance, with revenue grew by 26% and free cashflow grew by 36%....

CSU Shares Looks Fairly Priced

ADBE 2024 Q1 stock fair value estimation $543. Adobe reported 12% revenue growth and EPS grew YoY from 3.8 to 4.48 per share, about 17.9%. The company also bought back...

Adobe stock crashed 12% despite earnings beat

2024 Q1 Stock fair value $117. EQB stock is down around 7% after earnings report despite 27% revenue growth, 12% EPS growth and raised dividends by 20%...

All Posts

Brookfield Corp Grew Slower Than Expected in Q1

Amazon is Partnering Up with Mr Beast

Google Had a Great Quarter

CNR Reported Q1 Earnings Decline

Meta Stock Crashed Despite Revenue and Earnings Beat