Analysis of FedEx ($FDX) – Stock Investment Research

Fedex pays a small dividend (1.6%) and trades at just 11x forward earnings estimates.  Its stock price has come off significantly since late last year when it had some unexpected management departures, announced poor Q2 results, and lowered forward looking guidance.  Further, in June, Fedex […]

Stock Analysis – Chorus Aviation ($CHR.TO)

This Canadian regional aviation business has a 6% dividend yield.  It trades at ~9x earnings per share (EPS), and recently signed an extension of its commercial agreement with Air Canada through 2035. Currently, Chorus Aviation has high customer concentration, with Air Canada representing 90% of […]

Comparing the Uber and Lyft IPOs

Two high profile ride sharing competitors (Uber and Lyft) both went public in 2019.  The combined market capitalization of both at IPO totaled over $100B. Neither company is profitable, but both have been experiencing strong top line growth rates (2 year revenue compound annual growth […]

Stock Investment Research – Analysis of Micron ($MU)

A leading provider (design and manufacture) of semiconductors and memory chips globally.  Micron trades at less than 4x 2018 earnings per share and has net cash. The sector is known for cyclical profitability, despite impressive secular growth driven by mobile, big data, analytics etc. This […]

Why Google (Alphabet) Shares Are Down 7% After Q1 Results

Google (aka Alphabet) released Q1 earnings after market close on April 29.  The stock dropped 7% in after hours trading on the results. This video reviews the main reason why the stock is down (disappointing advertising revenue growth) and revisits our Bull, Base and Bear […]