Beating the Tide

Beating the Tide

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Weekly #18: The Future Is Nuclear—But It’s Not Time to Invest in NuScale (SMR) Just Yet
While small modular reactors look poised to power tomorrow’s clean energy boom, NuScale’s cash burn, limited revenue, and upcoming dilution suggest…
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George Atuan, CFA
[Trade Alert] Increasing Gold Exposure in the Canadian Portfolio
This is a quick update on a new addition to the Canadian portfolio, aligning with my strategy from Weekly #17. The move strengthens the portfolio in…
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George Atuan, CFA
[Trade Alert] Two Hidden Gems Poised for Explosive Growth and Market Dominance
These Under-the-Radar Stocks Offer High Margins, Strong Cash Flow, and a Massive Upside—Here’s Why They Belong in Your Portfolio.
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George Atuan, CFA
[Trade Alert] Closing WGS and CLOV Positions – Locking in Gains Before Market Volatility
Selling WGS After a 29.5% Gain in 71 Days & CLOV After a 17.8% Gain – Why I'm Taking Profits Now
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George Atuan, CFA
Weekly #17: The Tariff Trap: How Short-Term Gains Could Cost the US its Competitive Edge
Are tariffs a ticking time bomb for US competitiveness? They may lift stocks short-term, but history warns of stagnation. Where should investors turn…
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George Atuan, CFA
[Trade Alert] Closing one more position in the SVIF Canada portfolio
Closing one more position on the SVIF Canada portfolio.
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George Atuan, CFA
Week #16: The Fast and Slow Investor: When to Wait, When to Strike, and How to Win
Most investors move at the wrong speed—here’s how to time your actions for maximum returns. YTD return of 8.4% crushing the S&P. Plus, a breakdown of…
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George Atuan, CFA
DXP Enterprises (DXPE): A Hidden MRO Powerhouse with Significant Upside
After locking in a 54% return on Netgear (NTGR) in just 123 days, we’re redeploying capital into DXP Enterprises (DXPE) — a high-growth MRO distributor…
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George Atuan, CFA
[Trade Alert] Closing another two positions in preparation of a new addition
Closing our position in National Bank (NA) and M/I Homes (MHO) building a cash position for a new buy with a better risk-reward profile
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George Atuan, CFA
[Trade Alert] Why I’m Redeploying Gains from FFH to a Cash-Flow Giant
Closing FFH with a 14.5% Gain to Redeploy Capital into a High-Growth, Cash-Flow-Driven Opportunity
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George Atuan, CFA
[Trade Alert] Closing a Position in the SVIF Canada Portfolio
Below is a closing trade:
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George Atuan, CFA
Weekly #15: What Is Wealth, Really? A Hard Look at Money & Freedom
Why Most Investors Never Feel Like They Have Enough: The Real Price of Wealth, Elon Musk's and Bill Gates's Motivations, and Portfolio Returns (15.7…
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George Atuan, CFA
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