Sitemap - 2025 - Beating The Tide: Stock Picks That Outperform

Weekly #47: The Hidden Power of Playing Defense in Investing

Deep Dive Stock Analysis: A Hidden Infrastructure Winner With +50% Upside

Weekly #46: Why 20% of Stocks Create 80% of Your Returns

Trade alert: New position added to the portfolio

ROIC Explained: The Most Overlooked Metric That Drives Stock Returns

Weekly #45: Opportunity Cost — Always Compare With Your Best Alternative

New Watchlist: Why Risk/Reward Beats Raw Upside

Watchlist

Mueller Industries (MLI): Why 28% Margins Won’t Last Forever

Weekly #44: The Rise and Fall of Moats: When Walls Built to Protect Become Traps

KINS Q2: Profits, protection, and a bigger plan

Weekly #43: Perfect Earnings Streak & Why Incentives Rule Everything

Stock Picks Performance (Paid)

Stock Picks Performance

GM +18.7%: Why I Took Profits and the One Risk I Couldn’t Ignore

Weekly #42: Stop Fighting Your Nature & Embrace It to Outperform the Market.

This Financial Stock Doubled Quietly, But It’s Still Cheap

Weekly #41: Tariffs 2: Why This Sequel Might Flop

Weekly #40: 8 for 8 on EPS Beats + Why Investing Will Be One of the Last Jobs AI Replaces

OPFI Deep Dive: The Fintech Lender That’s Beating the Odds

Weekly #39: TSMC Earnings Beat Again & Why Most People Misunderstand Fundamental Analysis

Weekly #38: Kraft Heinz Breakup & Why Your Best Ideas Aren’t Yours

When a 13 % ROE Bank Trades for <0.8x Book: Why the ‘Zip-Code Discount’ Won’t Last

Trade Alert: Replacing a finance stock in the portfolio

Frequently Asked Questions (FAQs)

Weekly #37: Am I a Good Stock Picker? Let the Numbers Speak.

Weekly #36: Push vs. Pull: The Mindset Shift That Can Save Your Portfolio (and Sanity)

Interview – Nexstar Media Group: Broadcasting's Biggest Bet ($NXST)

Why I’m Rotating Out of IAMGOLD (IAG)(TSX: IMG) Into a Leaner, Faster-Growing Gold Miner

Argan (AGX) Deep Dive: Why I’m Still Bullish After a 87% Run

Weekly #35: How I Get Paid $3,000–$7,000 a Month Waiting to Buy Stocks at My Desired Price

The Most Boring Stock Investment Book You'll Ever Read

Rebalancing the Portfolio

Weekly #34: The Art of Knowing When to Sell a Stock (And When to Sit Tight)

Deep Dive: This AI-Driven Lending Powerhouse Is Hiding in Plain Sight

Weekly #33: The 100-Year Fund: How to Build Generational Wealth and Secure Your Legacy

Get Stock Ideas That Beat the Market — 3,000% Better Than the S&P 500

Why Beating the Tide Is One of the Best Stock Investing Newsletters in 2025

Why Beating the Tide Is One of the Best Stock Investing Newsletters in 2025

Stride Inc. (LRN) Stock Deep Dive: Why It’s Up 59%—And Still Has 57% Upside From Here

Weekly #32: How a BS Detector Can Save Your Portfolio — And Sabotage Your Social Life

Why I Just Closed My Third Coast Bancshares (TCBX) Position: Slowing Growth, No Catalyst, Better Opportunities

A Beaten-Down Stock With a Hidden Gem Business and 4x–9x Upside

Weekly #31: 10 Timeless Investing Lessons from Warren Buffett That Still Beat the Market

Why Beating the Tide Is One of the Best Stock Investing Newsletters in 2025

Why Beating the Tide Is One of the Best Stock Investing Newsletters in 2025

United Rentals (URI) Deep Dive: Why I’m Taking Profits on This Equipment Rental Giant

Trade Alert: Closed URI for +33% gain

Weekly #30: The Cheat Codes to Life Monopoly — And How to Escape the Game Smarter, Not Harder

Royal Caribbean (RCL) Deep Dive: Why I Locked a 90% Gain—and Why the Cruise Stock’s Upside Is Now Limited

T-Mobile (TMUS) Stock Deep Dive: How I Banked a 47% Gain and Why I’m Cashing Out

Weekly# 29: How to Connect the Dots in Stock Investing — And Why 2 Portfolio Picks Just Popped 20%

Deep Dive: This Overlooked BPO Stock Is Quietly Becoming an AI Winner

Weekly #28: Buffett’s Greatest Lesson: The One Skill That Builds Wealth

Kingstone Companies (KINS): Hold or Fold After the +80% Surge?

Closing three positions in Portfolio USA

Weekly #27: Trump Chickened Out and What It Means for the Stock Market

Why I'm Exiting ZETA & Buying This Undervalued Gem

Why Beating the Tide Is One of the Best Stock Investing Newsletters in 2025

Start Here: Beating The Tide Essential Reading Index

Start Here: Beating The Tide Essential Reading Index

Weekly #26: What Market Efficiency Really Means—and How Fundamental Investors Can Still Win

Weekly Stock Performance Tracker – Beating the Tide Portfolios

The Dirt on a Quiet Compounder Hiding in Plain Sight

Weekly #25: The Only Investing Rule That Actually Works

Trade Alert: This Cat’s Got Claws (and Cash Flow)

Weekly #24: When the VIX Hits 45: What Actually Happens Next

Celestica: The Most Important AI Stock You’re Probably Not Aware Of

Weekly #23: Why Ignoring Market Noise Pays Off

Weekly #22: Stop Believing the Stories You're Told—Including This One

You Cannot Win Them All: Why I Cut My Losses on Abercrombie & Fitch (ANF)

Closing RERE with a 20% gain to redeploy the capital to this new name

TSMC Stock: Why This Semiconductor Giant is My Highest-Conviction Buy

New addition to Portfolio USA

Weekly #21: Why You Should Aim to Make a Living Rather Than Making a Killing

Strategic Portfolio Adjustment Amid Market Uncertainty

Fortrea (FTRE): An Attractive Post-Spin-Off Opportunity From Labcorp (LH)

Closing RGTI

Weekly #20: DXPE’s Earnings Shine but Trade at an Even Larger Discount—AMPH’s Post-Mortem Reinforces Discipline

Closing AMPH

One addition to USA portfolio

Weekly #19: Emotions, the big no-no in investing

PRTH Deep Dive: This Under-the-Radar Fintech Could Deliver a 55%-80% Upside

Weekly #18: The Future Is Nuclear—But It’s Not Time to Invest in NuScale (SMR) Just Yet

Increasing Gold Exposure in the Canadian Portfolio

Two Hidden Gems Poised for Explosive Growth and Market Dominance

Closing WGS and CLOV Positions – Locking in Gains Before Market Volatility

Weekly #17: The Tariff Trap: How Short-Term Gains Could Cost the US its Competitive Edge

Closing one more position in the SVIF Canada portfolio

Week #16: The Fast and Slow Investor: When to Wait, When to Strike, and How to Win

DXP Enterprises (DXPE): A Hidden MRO Powerhouse with Significant Upside

Closing another two positions in preparation of a new addition

Why I’m Redeploying Gains from FFH to a Cash-Flow Giant

Closing a Position in the SVIF Canada Portfolio

Weekly #15: What Is Wealth, Really? A Hard Look at Money & Freedom

Two closing trades to rebalance the portfolios

Weekly #14: Can AGI Crown China as the World's Next Superpower?

ATZ Deep Dive: The Stylish Canadian Retailer Redefining Growth in 2025

SUPV Deep Dive: Argentina, Choppy Waters, Big Catches

Weekly #13: Let's invest like professional poker players

This industry leader is a steal

Historical Performance

Weekly #12: Let's be sharks

Portfolio Canada

Global Portfolio

Why the New Loan Won’t Move the Valuation Needle for RAIL

POWL Power-Up: From $80 to $250 and Still Charging Ahead!