2024 Stock Market

[bob the dog]

Holcim just completed the spin off of North American operations which immediately places the new company Amrize as the continents largest cement producer among other things and really plays well into Trumps idea of America first imo.

Previously most visible in Canada as Lafarge who merged their global cement business with Holcim a few years ago. Not sure if we will see the new name here or not. The totally separate company is listed on the NYSE as AMRZ. Also recently got into roofing.

It just started trading last week and was priced around $50 US. Worth watching imo. I know from experience it will be a well run company poised for growth from what i read.

I was once told the world spends as much on cement as it does on food and have seen first hand how essential it is to construction in general.

 

[bob the dog]

Pot stocks on the move today. TLRY.TO up 40%.

Could be some form of recognition and reclassification by the U.S. is getting close.

 

[petros]

Pot stocks on the move today. TLRY.TO up 40%.

Could be some form of recognition and reclassification by the U.S. is getting close.

Or EU

 

[petros]

Pot stocks on the move today. TLRY.TO up 40%.

Could be some form of recognition and reclassification by the U.S. is getting close.

Or EU

Cannabis decriminalisation backed by half of Guernsey's deputies - BBC News

A major review is under way looking at reforming the island's drug laws.

www.bbc.com

 

[bob the dog]

https://www.businesswire.com/news/home/20250918243491/en/Amrize-Launches-Next-Generation-Carrier-to-Further-Strengthen-Distribution-Network-for-Growth

Nice boat and first new boat of it's type on the Great Lakes in over 20 years.

 

[bob the dog]

Banks continue holding pot stocks down to preserve credit card debt levels with basically all companies still at or near all time lows.

Auxly Cannabis is one, trading at 0.14 today. They are growing very good weed. Liquid Imagination has been #1 with the Ontario Cannabis Store for the past year.

They have now added South Point to their lineup and can confirm nice large buds well cured. They will need to dedicate another grow room in order to keep up.

Like the rest, no real debt and the future is bright. Big in vapes as well although not my area of specialization. Could easily go to $10 if they ever get the market straightened out but even a double with a good junk of shares is good money.

As they say, do your own due diligence. I say you might want to give it a try and decide for yourself.

 

[bob the dog]

Because I know you can't stop wondering.

https://ca.finance.yahoo.com/news/cement-industry-forecast-report-2025-160200539.html

 

[bob the dog]

Interestingly, aggregates are double the market size.

https://ca.finance.yahoo.com/news/aggregates-road-construction-market-reach-125900775.html

 

[bob the dog]

Another Canadian Press story intended to spread fear and discourage share price gain. Clearly, it is an early stage bluff considering Bombardier has a significant presence in Wichita, Kansas. Whatever it takes to drive the price down. Cramer has said it is true.

Trump threatens tariffs, decertification on Canadian-made aircraft

U.S. President Donald Trump singled out Bombardier in a threat to decertify and tariff Canadian-made aircraft Thursday, marking the latest escalation of trade tensions between the neighbouring countries.

ca.yahoo.com

Canadian Press majority owner is Torstar which is controlled by Fairfax which is owned by Prem Watsa. Anyone with time should search Prem Watsa and Resolute Forest Products testimony if they need a laugh. Full of denials and forgotten details and yet he is an Order of Canada recipient. Obviously those can be bought as well.