7 Comments
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Cindy_84's avatar

Very timely post!

Do you plan to revisit tariff names like MRE.TO?

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Nugget Capital Partners's avatar

I believe it will be a big winner along with Linamar. Didn't buy it yet though. Saw some decent insider buys in the past week or so (~$400k worth). Added to Nexus REIT (Ontario industrial) and also started a position in Dream Industrial REIT. Both names will rally hard on any Canada tariff resolve in my view.

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Pedro Perin's avatar

Very good!! What about NBR?

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Nugget Capital Partners's avatar

Too risky in my view in this enviornment. I don't follow it closely though.

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Alexander Fernandez's avatar

Great deep dive into Precision Drilling’s unique position in the Canadian market—really highlights the nuances often overlooked in oilfield services. Given the emphasis on rig efficiency and dominance in high-spec rigs, how do you see Precision balancing potential capital expenditure for maintaining or upgrading their fleet versus the pressure on free cash flow, especially if commodity prices stay depressed longer than expected?

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Snorklepuss1's avatar

Bru call me crazy. Little piece advice. Let the. Bulls step in. This is the exact opposite of that

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Nugget Capital Partners's avatar

Just a starter position for now. I don't predict an immediate turnaround in the space but it is way oversold regardless. If it sells off more I would be more interested in this name and also the space in general. Think some names can fall ALOT. PD is not one of them.

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