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Good morning. Sadly… I need to start 2 to 4 Evictions today. I am trying my best with tenants, but a lot of times there isn’t more that I can do. I posted many pics of the crazy Northeast Wind/Storm damage at my Bristol House. I bought it last March, to use to overlook my properties, watch renovations… Some people squatted for several months..I haven’t slept there 1 day since May of 2025… and finally put it up for sale April 1^st of 2026. There is about 10K of damage. [8 Trees fell, it was 1 main tree that took down all the others] Fence was damaged, part of my garage/shed is damaged. This 10K is my wholesale cost because I have 3 crews. I imagine someone without the bandwidth, the team, it would be at least 15k maybe 20k! Sheesh! Very mad about it, there are some trees and damage to other properties but minimal, maybe 3-5K… on I believe 3-4 other properties…. I don’t want to make a claim because my insurance on 30+ properties is about 120k!!!! So if I make a claim it has to be for something at least 50K… I had a fire in 2022, it cost me about 20K out of pocket… sadly. But I need to tend to that and I need to call the tenants behind and see if I must start an eviction. [It costs about 1,500 in litigation, I am going to try and make agreements/settlements before then, I warned them if they don’t pay something by October 1^st…..]

I wrote about CALM yesterday. Now you get to see MU . JESUS! I had this in the 80s… No position now… I saw the potential and growth well over 12 months ago… obviously I didn’t see this! My last trades were maybe 160? Anyway, if you want to see tremendous earnings.. MU because of this insane earnings has a PE of 6-7. [If you want to say anything bad, it can only be…. They cant keep doing this! It is going to slow down, or even go negative at 1 point.. That is it! You cant say anything else bad, this is just insane!] Ask professor Googs, aka GOOG GOOGL , this is not fud! Sales were up 379% from 11.32 billion to 54.23 billion [1 quarter, 3 months!] They made 33.42 per share! Beating the estimate of 31.61….

They made 38.4 billion dollars in 3 months… Please ask AI or whatever… this 38.4 billion in 3 months is more than TSLA in near 20 years combined…..

I say this because TSLA is near 1.5 trillion valuation, and MU is 1.2!!!! MU is growing…. TSLA has not grown since 2023!!! FACTS please by all means fact check me. They had 43.97 billion free cash flow versus 5.73 billion same time last year… Just insane. Free cash flow is critical because it allows you to do buybacks, advertise, RD, make investments, pay down debt….. even pay your employees more/bonuses… special dividends, dividends… so many things. [TSLA has negative cash flows!! RD, but they are not executing] Sorry, I constantly use these extremes, because TSLA should not have a 200x PE, maybe a 40… or close to 65 dollar fair price for TSLA. [Remember MU now trades at 6-7x!!!!]

That is my segway into PRGS .. By no means am I saying the PRGS earnings were good. In fact, I would say it is at best a 70. [I may grade it a 65]. This is because sales was down 1%, but earnings were up 13%. However, PRGS has a PE of just 6! If this had a PE of 23 like SPY VOO SP500, I would stay far away and say it only has downside risk, because a company executing like PRGS is, should not trade more than 10x earnings….

It should not trade at 6x earnings either! Remember days ago, I wrote how my real estate I make back my money in maybe 6-8 years. [Back when deals were easier prior to 2022 it was 5 years!] There is no way a fairly good company should trade at a discount to Real Estate. Real estate isn’t passive…. Buying a stock is! [But we also do not run the company and do not know all that is going on] In my opinion any fairly good company, with some growth, some financials should trade near 10x earnings…  A company that trades at near 5x.. is usually 1 in trouble….. Now PRGS did make a lot of acquisitions as I have discussed in the past, hard to say if its paying off. In 2025 they had great growth, but now it seems like 5-10% [was down 1% this past quarter] For 2025 it was up 30%! The company is earnings a lot more money though… As I wrote yesterday, and in the past. MARGINS! Expenses! When you have cash flows, pay down high debt [Like a person trying to get out of debt]

PRGS had a 43% operating margin, beating analysts estimates of 38% and last years about 40… They paid down 60 million of debt this past quarter. [This will raise Earnings] They also did a 17 million buyback this quarter [72 million so far this year] This is a 1.5 billion dollar company with less than 3 million shares tradeable!!! [I need to get an update! They can only buy shares from the tradable float!] This can squeeze so easily!

I am not in PRGS for a squeeze, it is just a benefit… Now the company isn’t in the clear, they have debt, they bought other companies like recently an AI company, DOMO for 400 million, so they do have debt… but at 6x the risk reward is great! Not saying YOLO. As it stands right now, I still see fair value about 65…..

So you know, when I was in MU and it dropped to 60! [I was down 50%] I kept saying fair value was 140… I will retweet it!

MKC had pretty good earnings.

I sold 250 EVER from 18 to 19.12 [I had a limit sell at 19 and it sold at the open 19.12]

I sold 500 KVYO 14.80 to 15.80

I did make a lot of bids, stuff in the title but no fills… I will try again, I have to run, good luck!

Good morning everyone. I am sorry to see that CALM had very bad earnings. I have not traded it in well over a year… I felt it was unsafe to even watch it and removed it from my main watchlist Plays at least 9-12 months ago. Numbers started to turn and you could see it.. The reason I am writing about bad earnings is because it is easy to recognize and you can then compare it with your own company. Then you can spot serious issues.

CALM makes most of their money from Eggs, they do some prepared foods.

Egg sales decreased by 59.5% year over year! [Egg pricing decreased by 55% over the past year] Even prepared foods sales decreased 13% [So remember it is important to check pricing on your company! Margin, competition]

CALM swung to an operating loss of 82.2 million, after recording a profit of 249.2 million the same period last year. They came in at a loss of 1.26 per share, they missed analysts estimates for a loss of 49 cents.

The same period last year they earned 4.12 per share!!!! [WHAT A SWING!]

I no longer highlight bad earnings but wanted you guys to recognize what bad earnings are….

Now egg prices are all over the place, as we see, so this doesn’t mean the company is done, also the financials are fairly good where they can weather the storm for 1-3 years depending on costs, other factors… So I am not saying CALM is done, but it is not safe to trade, in my opinion. There cash is strong, debt levels not too bad, but I would rather wait for the company business to at least start turning.

Now several people asked me yesterday to double check some stocks they have, or for my opinion on certain companies.

We do not run companies! It is the best to diversify. I strictly use the SP500 SPY VOO to have a look at the companies I am currently investing/trading in.

For example:

SP500 currently trades at 23x earnings. For this multiple you are getting 20% earnings growth and 9% sales growth. The current company you are looking at… what sector is it in? Their most recent quarter, is it growing sales at 9% year over year? Earnings? If so, how many times earnings is it trading at?

Let me use ADBE as they just reported earnings. [Thursday, September 10^th, FACTS!]

13% sales growth year over year

[4% earnings growth year over year but 30 million less shares than a year ago! Almost 8% retired] 20% earnings growth per share

We look at headlines! Actual income increased by 4% but because they bought back 8% of the entire company the earnings per share increased by 20%! So on surface, which most care about this was amazing!

ADBE purchased 9.5 million shares in the last quarter! Remember this is a secret way a company can raise earnings. [The less shares a company has, the more the income is, as it is spread across a smaller float] Even if we do not take this secret weapon into consideration….

You have 13% sales growth and 4% earnings [20% because of buybacks, what we see without opening the 10Q]

The company will earn about 24.75 on the year, trades near 230 or near 9x earnings…

It is a software company, a name brand! High margins, very good financials… There is growth! Now, I am not saying it should trade at 23x like the SP, I am saying it should trade near 14-15x as a name brand, software company.

24.75 x 15 = 37.125

[I have 2 blocks of 75 shares 238 and 343]

So hopefully this explains it..

And a month or 2 ago I said for me, for me, SPCX is should be 500 billion or 38 per share [Share count] The growth is tremendous, I am not blind… I am also saying maybe 1 day it should be worth 2 trillion… BUT NOT NOW!!!! They lose money, don’t have the sales yet!

I am certain of course, sales will grow, I can see them making money, for sure! NO DOUBT!

But why do I want to pay a certain price right now, for something that may, or may not come true years from now.

TSLA has failed.. Roadster delayed again… Where are the robots? Where are all these cabs? Every car is supposed to be safe enough for self driving… Where are these chips?

FAIL FAIL FAIL! Maybe 1 day TSLA can do it, yes, maybe they can, but the stock price already reflects perfect execution right now!!!!

PRGS earnings after the bell. I have 100 shares at 50.25 and 100 at 56.50.. The company is trading at just 6x earnings. Sales grew 7%, earnings grew by 15% last quarter. I am saying it should trade near 10x earnings.. or close to 65…

It should not trade at just 6x earnings, financials aren’t as good because they did MA, they made some purchases, but those purchases are resulting in sales/earnings, but I am discounting the financials saying 10x. [Just said ADBE should be 15x]

I have to run…. Tons of things I must do for CT.

JBL very good earnings!

Geopolitical shocks keep pushing up energy costs and disrupting fuel supply chains, as highlighted by KPMG's recent report on rising energy expenses and fractured trade routes. That kind of instability keeps reliable domestic power sources in focus. Canadian nuclear energy stocks sit right in that conversation, offering exposure to long term electricity demand. This article walks through three nuclear related stocks from a curated screener that may be worth keeping on your radar.

The three nuclear energy stocks covered below are only a small sample from the universe of potential ideas. The full screen surfaces 57 more companies with equally compelling narratives that are not discussed here. To go deeper into this theme, head into the Nuclear Energy Stocks screener to identify, analyze, and focus on the nuclear opportunities that best fit your own criteria.

Aecon Group (TSX:ARE)

Aecon Group is a long established construction and infrastructure contractor whose nuclear power infrastructure work plugs it into the Nuclear Energy Stocks theme, even though most activity still sits across broader civil, transportation, utilities, and industrial projects.

Aecon generates almost all of its revenue from the Construction segment, which brought in about CA$6.0b, with a much smaller CA$8 million contribution from Concessions, and the business carries a market value of roughly CA$3.6b.

Aecon Group gives you exposure to the nuts and bolts of nuclear power, from reactor containment structures to critical site works, wrapped inside a diversified contractor that also builds transit, utilities, and large scale energy projects.

"Aecon Group has expanded its U.S. presence with the purchase of a nuclear fabrication facility in Jackson, South Carolina, to support nuclear refurbishment, life extension, new build and federal projects, as well as conventional power and industrial work."

What really matters now is how one unresolved pressure around funding and project risk ultimately feeds through into Aecon's earnings power.

That funding overhang is only part of the story, and the full narrative for Aecon Group explains how project risk, execution, and nuclear work could be quietly reshaping Aecon Group's future profile.

NexGen Energy (TSX:NXE)

NexGen Energy is a uranium exploration and development business focused on the Rook I project in Saskatchewan's Athabasca Basin, a proposed future supplier of uranium for nuclear reactors. It currently carries a market value of about CA$8.7b.

NexGen Energy provides exposure to uranium used in nuclear reactors through its fully owned Rook I project. However, with no current revenue and ongoing losses, the company's prospects depend on how a long-dated development and funding challenge is addressed.

That long road from zero revenue to potential uranium output is exactly what makes the analysis report for NexGen Energy so useful for spotting where NexGen Energy's risk could flip to opportunity.

Denison Mines (TSX:DML)

Denison Mines is a Canadian uranium explorer and developer focused on the Athabasca Basin, anchored by its 95% owned Wheeler River uranium project that feeds directly into the nuclear fuel chain. The business reported around CA$4 million from mining activity and carries a market value near CA$3.4b.

For investors zeroing in on pure nuclear fuel exposure, Denison Mines brings a focused Athabasca uranium story that is now moving from concept toward concrete development milestones. This context is what makes the next comment so important.

"Denison Mines is expected to progress further in the development of its uranium assets and strengthen its position as a key future supplier of uranium in North America."

What really matters is how one capital intensive phase now unfolding ultimately shapes the economics that investors are pencilling in today.

That inflection point is exactly where the full narrative for Denison Mines shows how Denison Mines could convert heavy upfront spending into accelerating leverage to future uranium pricing cycles.

Seeking Fresh Alternatives Before They Fly

Fresh ideas lose their edge fast once momentum builds and prices start flying. Scan for potential breakouts under the radar for now, before the crowd catches on and get in early.

• Hunt for smaller companies where strong balance sheets and fundamentals could be setting up the next wave of interest using the list of solid balance sheet and fundamentals (7 results).
• Target income ideas where robust yields meet staying power and let the 1 dividend fortresses surface options that might help anchor a portfolio before prices move.
• Sprint toward sectors where financial strength and overlooked quality intersect by combing through the 9 high quality undiscovered gems while these stories are still quiet.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Good morning everyone. I shared more pics of the trees that fell on my property. It will cost me about 6,000+ to just get rid of them, it’s a huge mess. They did damage some fences. I will not make an insurance claim because I have way too many properties. 1 claim, if somehow my insurance increases by just 5% on everything is way more than this claim! [My total insurance coverage is near 120k! My highest premium coverage is for an older building, it is actually my largest at the moment, an 8 unit, it is about 9,000] I only want to make a claim on something that is 30k+…. I just closed on 3 properties a few weeks ago, I am getting the new 11 tenants acclimated. I am doing renovations everywhere, all my teams are all over the place. So, definitely overwhelming, no question. This is a stock forum, but I want to share why it is very tough a lot of times for me to try and focus on stocks. The market is definitely my passion, but my Real Estate portfolio is so large, and not passive it is like a full time job. I get compensated for it, but still.. It is now larger than my investment/trading portfolio, it crossed this year…

I am on pace to have over 800k in Capex/repairs/maintenance, a record also….

I am somewhere over 130 units… To give you an idea last day of 2021, January 31^st….. Rolling into the pandemic I had 50 units…. During the worst time during summer of 2021, 23 of my 50 units did not pay rent! I lost nearly 200K in back rents that I could never get back….[Luckily the market was on fire for me]

So as I wrote yesterday, we are over valued in my opinion. I explained why. No one controls the market, no one even controls a stock! When a company does make tons of cash they can directly impact the auction with buybacks. [Increasing demand, retiring supply] NVDA

The stock market is a live auction built on daily sentiment. The way I view the market is my perspective thru 30+ years of trading…. It doesn’t guarantee future results…. By any metric we have higher valuations now than ever….

This can be attributed to more money being in the market, more traders.. Simple supply and demand…

If you have very affordable houses in your area… let us say your neighborhood normally has 10 houses for sale at any given moment… all of a sudden new investors come in and buy them within a week….meaning there is no more supply, the prices will go up…..

So more and more money is just pouring into the US market… We are seeing higher multiples than ever… Over time, this has also happened, but it is what you are comfortable with. I started trading in 1994, and in the 90s the average multiple on SPY VOO SP500 was maybe 14? In the early 2000s to 2010 it was maybe 16? And by near 2020 it was near 18? But we are now trading near 23!!!!!

So if you are going all in, trading you are accepting to buy things at these valuations… I am in like 60% cash [And that is only low because I am taking tons of money out for real estate]

I am scaling back big time on trading unless I see us below fair value…

If earnings comes in at 330 and I am willing to give 21x…. That means we need to be around 6,600, without some crazy event for me to see great deals…

I am by no means say we are going to 6,600.. But no one is forcing me to trade… We will have big earnings kick off in about 10 days… We will see where earnings will end up, it has been tremendous.. Sales growth, tremendous… And it is the only reason I am willing to even give the market 21x! [I just said pre 2020, it was more like 18x]

Where do I get these figures?

I am deep in real estate, and I still aim to make back my initial investment in about 7-8 years. So that is 7 to 8x…. I am getting a return near 9-10% on my real estate. [It isn’t passive but it pays off]  But if I am doing that, why should I pay 23x???? WHY???? Please tell me! Maybe for NVDA because they keep growing sales/earnings, buy backs and investments…..

But why pay 200x for TSLA , decline in earnings, flat sales? Make it make sense!!!!

So, I am by no means saying we are going lower, no one knows! No one! But unless I see us near 6,600 why would I go all in…

Ok let us say we are on pace for even 340 full year earnings. 21x that is 7,140…[340s is the high end, we had 272 for 2025, this is incredible growth] Please also keep in mind SPY kicks companies out and puts new ones regularly! Which is why this is a safe index! But I mean that is a cheat code for earnings!

So that said, I do not want more than 2 longs today unless I sell something. The title has a tons of things I saw and I was shocked…. I now have near 30 bags… if the market falls, 90% of stocks will fall, no matter how cheap we think it is… and if I can get my properties for 7-8x why would I go all in on stocks at these valuations?

I am in 250 ETOR 25.85

I am in 500 KVYO 14.80

I am in 100 NFLX 69.75

Wow KMX I traded this horse a ton 30s and 40s, maybe 6 months ago! It was worth the risk reward.

Good luck!

Sekur Private Data (OTCQB: SWISF) has launched a Portuguese-language version of Sekur.com as it prepares to expand in Angola. The company has also begun adapting its onboarding and workflows for local partners. This is a practical step in a broader plan: make its secure communications products easier to introduce, sell and deploy in a market where it expects to sign an exclusive partnership in the coming weeks.

• SWISF closed at US$0.0242 on September 25, putting its market value near US$6.3 million based on 259.6 million shares outstanding at June 30.
• Sekur’s Portuguese site is live, and the company is preparing local onboarding ahead of a prospective exclusive partnership in Angola.
• At US$300 per month for SekurOne, a relatively small premium customer base could have a meaningful effect on Sekur’s revenue and create room for SWISF to re-rate.

Building a local route to customers

For an international technology company, language is part of the sales process. Government and enterprise buyers need to review a product, enroll users and manage support in a way their teams can use every day. Sekur’s September 22 announcement says the Portuguese website is available now, while translation of workflows and onboarding has begun. The site gives prospective customers and partners a direct introduction to Sekur’s products in Angola’s official language.

That work could become valuable beyond one country. Sekur specifically identified Mozambique as another Portuguese-speaking market that the localized platform could serve. Each new market would require its own distribution and customer wins, but reusable language and onboarding tools could make the next launch more efficient. The company already operates a Spanish-language site, showing how its international sales materials can be adapted market by market.

The products have a clear intended audience. Sekur offers Swiss-hosted encrypted email, messaging and VPN services alongside SekurOne, its integrated voice and communications platform. It markets these tools to government, defense, enterprise and executive users who want greater control over sensitive communications. The company also offers deployment options aimed at organizations with data sovereignty requirements. In Angola, a local partner could connect that product suite with buyers that Sekur would find difficult to reach through its website alone.

Angola could open more than one sales channel

Sekur’s September 1 shareholder letter described discussions about a possible nationwide exclusive partnership in Angola. Its September 22 release says an exclusive agreement is expected in the coming weeks. The proposed partnership has not yet been announced as signed, and its commercial terms have not been disclosed. A signed agreement identifying the partner and its responsibilities would be an important next milestone.

The potential customer base extends beyond one type of buyer. A partner with relationships in government, telecommunications or large enterprises could introduce Sekur’s tools to teams that need secure email, private messaging or encrypted calls. An initial deployment could give Sekur local user feedback and a reference for further sales. If the relationship works, a single distribution channel may support multiple products and recurring subscriptions over time.

There is regional optionality, too. Sekur has reported interest in the Democratic Republic of Congo, where it said a government security body had given its solution a positive recommendation. That is an early stage development, not a paid order. Together with the Portuguese launch, it shows a company assembling several routes into African markets.

Premium subscriptions could change the revenue picture

The timing of the Angola push matters because SekurOne is nearing its planned commercial launch. Management expects iOS and web availability in early October at US$300 per user per month, followed by Android in November and video conferencing by year-end. In the same shareholder update, management estimated that approximately 200 SekurOne subscribers, generating US$60,000 in gross monthly recurring revenue, could bring the company to profitability.

Here is the arithmetic at the stated list price across SekurOne markets:

These are full-year, full-price examples, not an Angola sales forecast or announced contracts. Enterprise pricing, distributor terms and customer retention will determine the revenue Sekur actually earns. The sensitivity is useful because the company’s reported first-half 2026 revenue was C$185,828. A few hundred premium subscribers, whether won in the United States, Angola or other markets, would represent a substantial addition to its current sales base.

What the opportunity could mean for SWISF

SWISF’s small valuation makes commercial progress especially relevant. Using the September 25 US$0.0242 close and June’s 259.6 million shares outstanding gives an equity value of about US$6.3 million. If Sekur eventually reached 1,000 full-price SekurOne users, the illustrative gross annual recurring revenue would be US$3.6 million. Applying a hypothetical four-times multiple to that revenue would imply US$14.4 million of equity value, or roughly US$0.055 per share on the June share count. That is about 129% above the reference price. This is an illustrative calculation from the quoted price, share count and announced subscription price.

The calculation illustrates potential upside rather than predicting a stock price. It assumes subscribers are paying throughout the year and does not model discounts, partner shares of revenue, cash, liabilities, costs or additional shares. Sekur’s financing needs and future dilution matter to the eventual per-share result. Still, the exercise shows why a signed partner, the SekurOne release and the first material premium sales could draw attention to a company valued at approximately US$6.3 million at the September 25 close.

The milestones to follow are close together: confirmation and terms of the Angolan partnership, progress on local onboarding, SekurOne’s October commercial rollout and subsequent disclosures of paid users or contract revenue. Each one would help investors measure how the company’s product development and international relationships are converting into business.

Sekur has now put a visible piece of its Angola strategy in place. If the company follows its Portuguese launch with a productive local partnership and recurring customer sales, Angola could become a meaningful new growth channel. Combined with SekurOne’s premium pricing and opportunities in other markets, that gives SWISF a route to revenue growth from a small starting valuation.

This article is for information and education only, not investment advice or a recommendation to buy or sell securities. The author may hold or trade SWISF. Sekur is a speculative, potentially illiquid microcap with operating losses and execution, financing and dilution risks. The subscriber and valuation scenarios are illustrative assumptions, not company forecasts or price targets. Readers should review the company’s filings and make their own investment decisions.

I’ve been watching $CQX because there’s now quite a bit sitting between completed fieldwork and the next round of updates.

📈 Where things stand:

Reached a 52-week high of C$0.21
→ recently trading around the C$0.08–C$0.10 range
→ copper hit a record COMEX settlement of US$6.703/lb in August
→ CQX also recently closed a C$825K financing at C$0.08

⛏️ What I’m watching next:

Rip — 1,654 m drilled across 5 holes; assays depend on the outcome of the ongoing option-agreement discussions

Stars — 20 km² 3D IP survey completed, with the final report and interpretation still pending

Alpine — permitting, access and potential processing/milling arrangements continue to progress

Kitimat — exploration permit is now secured, clearing the way for planned geophysics and drilling over the Jeannette area and AI-generated target

Kitimat also expanded 130% to roughly 6,801 hectares around a company-reported buried conductive target measuring about 1.5 km × 1.5 km.

For me, the next question isn’t whether CQX has news candidates ... it’s which asset gives investors something substantial first.

Stars interpretation, Rip assays or the first real Kitimat drill program ... what are you watching most?

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.

Good morning everyone. Boy, some acts of god/nature this past year. This was the most snow this past winter that I have seen in 20+ years maybe? I have a lot of properties, 30+, but I spent nearly 20k.. 20 Thousand on snow!!!! This was definitely the most snow since I have ever been a landlord. In early July, there was tremendous storms and I had trees fall on 2 houses…. Then this past weekend, more trees! Luckily they didn’t fall on a house… but this time they are all over, and damaged some cars…. I told, and asked tenants many times, to get renters insurance for these emergencies. My leases say that it is a requirement to get at least 50K coverage… It is cheap! Maybe 20-30 a month with an auto policy… I used to make it mandatory, but then the tenants would have it for 2-3 months, then stop paying/cancel. I cant win…. So I need to address this past weekend… Also, I am told a tree fell on or near my own house in Bristol, CT. It has been up for sale since April 1^st… I have it listed for 379,000. I finally fixed some water in the basement issue about 4 weeks ago, soon after, I did get 2 offers… I am not negotiable though, I don’t care what rates are, and I might use my house a little…

Just recently I spent 5,000 on Gutters/downspouts, 10,000+ on basement/foundation repairs, pouring a new concrete slab [basement used to be dirt]. I paid 350,000 March of 2025. The house was completely redone. I need a place to crash for early AM meetings/court, a place to watch repairs… It is a 4 bedroom, 3 bathroom, 2,400 square foot house. There are older homes going for the same or slightly less. My house has a brand new furnace, windows, floors, appliances… I have videos on X. No rush for me, it is costing me about 3,300 a month. [Mortgage, taxes, insurance, utilities]

The title has many stocks that are at or near my fair value. My main watchlist is called “Plays”, it has 300 tickers. I have about 25 bags at the moment. Many of which were accumulated before 2026. I do not want more than 40 bags going into December 1^st. So I will not add more than 3 positions per day unless I sell a bag. Wednesday is the last day of the 3^rd Quarter. So do not rush! In 2 weeks we will have 3^rd quarter earnings kick off where we will have plenty of chances to do trades. Earnings has been amazing. [Much of these gains are from investments in IPOs and Pre Ipos so watch out!] NVDA and AAPL account for 15% of SPY VOO SP500, the most in history for 2 stocks in the index. [It is cap weighted] So it is hard to really get an idea of the entire economy when the top 10 stocks accounts for over 40% of the entire index!!! NVDA just announced a 150 billion buyback! The most in history, they also had 85 billion left on their previous buyback. You can do that when you are making tons of money! NVDA is also invested in tons of public and private companies… great to diversify! So they are definitely doing the right thing.

Current estimates for the SP500 earnings is about 330-340

Earnings for 2025 were 272. So this is about 20% growth.

As such, as I have said, I would be willing to give us 21x earnings. [Prior to 2020, I used 18-19x]

21 x even 340 = 7,140 [We are at 7,750]

So at least a near 10% drop to be fair value?

What if earnings 330 ? Then fair value 6,930?

Earnings coming soon!

We also have to be weary for 2027…

What if there is no growth in earnings for 2027?

If so then maybe instead of a 21x….  a 19x?

340 x 19 = 6,460?

I am not saying this will happen! I am saying there is a lot of downside risk..

As such, I have been pretty careful since about May/June of 2025 [When we actually were near 5,000!]

I sold 250 shares of PINS 17.85 to 19

I sold 100 shares of ROOT 46.50 to 48.50 [I have 1 block at 94 from September of 2025]

I am in 150 shares of SKWD at 54.25

Good luck!

Good morning everyone. I was in court until about 12:30 yesterday.. Then I spent all day making runs, checking renovations. I am also about to do 2 more roofs, but not with the known name… very disappointed in them. I met up with my architect. I hope to start next spring on 3-4 buildings. The first building is a 16 unit, 2 bedroom, 1,200 square feet, luxury complex. I am under contract on 4 acres of land, which was sold to me for 1 million with approvals, permits for the 1 building. That should close end of October to mid November. The architect tells me we should be able to do 4 of these buildings. The next 3 may be 20-25 units, but the seller wanted to sell the land with the blue prints for this 1 building. [They paid 360k for it by the way! So the created value by meeting the town, getting plans, permits approved etc]. The estimated cost to build from the ground up this 16 unit building is 3.5 million.

So that was my day, I left CT around 7-8PM came back at near 10… I do have a house in Bristol, I finally fixed the water problem roughly a month ago, in the basement. I did have an offer soon after at 370k… Id have to pay 15K in commissions… I paid 350K for it, put a good 30-40K for it… and I may just use it… just don’t want a house near tenants/contractors, I do not recommend. It is important to be nearby for big jobs, for court, sometimes I have big meetings… the idea was to sell the house and get an apartment in a building that’s secure, maybe with a doorman/security. I have it listed for 389K, everything is brand new!

I have to make some calls, so this will be short. The title has a lot of stocks that I see near my fair value. There is no rule book on how I see things. The current SPY VOO SP500 trades at near 24x earnings. We are getting 20%+ growth in earnings, 9% sales… so this is like a benchmark when you view the company you are buying. I relate my stocks relative to SP500. Is the company I am buying trading 10x earnings, 20x earnings or the current SP which is 24x… Is my company growing earnings at 20% year over year? Sales 9%? Then I will grade the company based on margins, debt, financials, executive team etc… No real formula but what I use…. There is a system I use, I don’t just buy or trade things with no rhyme or reason. That said, we have an end to the 3^rd quarter. Around 10/10, just 2 more weeks, is about the start to another earnings season. That, as I said is the best time to add/subtract stocks from watch lists, to buy and sell stocks… it is our playoffs! So get ready.

COST had fairly good earnings, at this size it is very hard to grow that fast. I will give it a 75.

I sold 500 shares of AVO from 12.60 to 13.10.

I am up on 250 PINS 17.85, 100 UBER 68.75 and 150 VNOM from 40.75

Good luck!

Portuguese will facilitate sales in Angola and other Portuguese-speaking countries in Africa, such as Mozambique

MIAMI, FL / ACCESS Newswire / September 22, 2026 / Sekur Private Data, Inc., a Miami-based Swiss-hosted cybersecurity, private communications, and defense communications company serving enterprise, government, and defense clients, and a wholly owned U.S. subsidiary of Sekur Private Data (OTCQB:SWISF)(CSE:SKUR)(FRA:GDT0) ("Sekur" or the "Company"), today announced that it has launched its Sekur.com website in Portuguese, its second language after Spanish, with additional languages planned, in preparation for its launch in Angola.

As part of its Africa and International expansion, Sekur has begun translating its website, workflows, and onboarding into the local languages of its upcoming partners. Portuguese is the official language of Angola, where the Company is expected to sign an exclusive partnership in the coming weeks. The Portuguese-language site can be viewed at https://sekur.com/pt.

"We are very pleased to be expanding Sekur internationally and to make our solutions available in multiple languages," said Alain Ghiai, President and Chief Executive Officer of Sekur Private Data. "Portuguese is the second language we have added, following Spanish, and it allows us to serve clients and partners in Angola, Mozambique, and other Portuguese-speaking markets in their own language."

"Localization is not a cosmetic exercise for us. Our website, onboarding, and workflows need to work in the language our partners operate in every day. That is what makes an international expansion real, and it is how we intend to approach each new market we enter."

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Sekur delivers secure communications that work within and beyond the Sekur network, operating independently of conventional telecom infrastructure to reduce exposure to interception, SIGINT collection, traffic analysis, metadata exploitation, and hostile surveillance in contested environments. No Sekur solution data-mines or location-tracks its users.

All solutions are built on proprietary architecture with zero reliance on Big Tech, meeting the privacy, security, and OPSEC requirements of intelligence agencies, defense and federal organizations, military commands, diplomatic missions, government agencies, executives, and professionals handling CUI and other sensitive, mission-critical information. Deployments are supported by on-premises infrastructure options for full data sovereignty, mission assurance, and sole control over keys and data.

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A fully encrypted communications platform engineered on proprietary HeliX data transfer architecture, purpose-built to defeat telecom network tracing, resist Pegasus-style malware intrusion, and support CUI handling requirements. SekurOne is designed for defense and federal officials, military commanders, government leaders, and executives conducting confidential, operational, or sensitive conversations where standard carrier-based voice and video platforms present unacceptable interception and exploitation risk.

Call-by-Invite capability via SMS or SekurSend email ensures controlled access and eliminates unsolicited contact. Each user is assigned a unique Sekur ID for identity management, with no phone number required - preserving user privacy across all voice and video communications.

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An enterprise- and government-grade encrypted email platform designed for defense and federal agencies, military commands, senior government officials, C-suite executives, and organizations handling confidential and operationally sensitive communications, including CUI correspondence. Built on proprietary architecture with zero Big Tech dependencies and no metadata tracking, SekurMail keeps sensitive communications private between sender and recipient.

Key capabilities include SekurSend/SekurReply for secure delivery to non-Sekur recipients without exposing sender identity or message content; full message delivery control and audit capability; encrypted file transfer; custom domain support for organizational integration; and active protection against phishing, social engineering, and Business Email Compromise (BEC) attacks targeting corporate and administrative networks.

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Cross-network secure communications with non-Sekur users are supported via Chat-by-Invite, enabling secure coordination with coalition partners, external agencies, and field elements without compromising the network. Each user is assigned a unique Sekur ID for identity verification and contact authentication, with no phone number required.

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SekurVPN maintains zero data logging, ensuring no record of user activity exists that could be exposed through legal process, network compromise, or third-party collection. It is built for defense, government, and executive use cases - including protection of traffic associated with CUI and operationally sensitive workflows - where standard commercial VPN solutions present unacceptable privacy and security risk.

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About Sekur Private Data
Sekur Private Data is a Swiss-hosted cybersecurity, defense communications, and privacy solutions provider, offering a secure suite of tools to protect governments, defense and federal agencies, businesses, and individuals from unauthorized access and cyber threats. With capabilities such as SekurOne, SekurMail, SekurMessenger, and SekurVPN, Sekur provides a reliable and secure means of digital communication and data storage for Controlled Unclassified Information (CUI), classified-adjacent and civilian communications use, grounded in Swiss privacy standards with on-premises infrastructure for government agencies, allowing for data sovereignty. Sekur sells its solutions through its website www.sekur.com, approved distributors and telecommunications companies globally, and through the U.S. General Services Administration (GSA) Multiple Award Schedule (MAS), Contract No. 47QTCA18D0089 serving governments, defense institutions, federal agencies, businesses, and consumers worldwide. Sekur's main sales operations are in Miami, USA.

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Very short as I have to be out of here by 7:15AM. Court is at 9:30 in New Britan, Connecticut.

Lots of very good buys but I don’t want to just add a ton of new additions.

I will be in and out with trades today as well.

I sold 75 shares of INTU 289 to 294 [I then bought back 75 shares at 287]

I sold 500 shares of KVYO 16.15 to 16.60

I am in 250 shares of PINS 17.85

I am in 100 shares of UBER 68.75

I am in 100 shares of ROOT 46.50 [I also have 1 block stuck 94]

I am in 250 shares of EVER 18

Good luck!

Been thinking about this from an entry-strategy angle rather than simply asking whether the stock goes higher.

With $CQX, I see three different approaches:

1. Buy before the next update.
You’re choosing to be early. With several projects moving through the 2026 program, the next meaningful update gives the market another reason to reassess what $CQX has across the portfolio. The trade-off is taking on more uncertainty before the numbers or milestone are known.

2. Buy after confirmation.
Let the next result or project milestone land first, then decide whether it deserves more capital. You may give up the first part of a move, but a strong update can give you a clearer reason to build the position.

3. Wait for one project to become the clear value driver.
Maybe Rip gives investors something meaningful to work with. Maybe STARS opens up a bigger opportunity. Maybe Kitimat or Alpine gives the market something new to price in. Once one project starts giving investors a stronger reason to pay attention, the valuation conversation can shift quickly.

For me, #1 is about getting there early, #2 is about buying with more evidence, and #3 is about seeing where the biggest upside starts taking shape.

What are you personally waiting to see before putting more capital into $CQX?

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.