Stock Investment Research – Analysis of lululemon ($LULU) Lululemon has been reporting incredible results with strong growth, and earlier this year laid out an ambitious 5 year growth plan. The stock is not cheap, though, and trades at over 40x this years earnings. This video […]
It’s been a few weeks since FedEx announced poor Q1 F2020 results and reduced 2020 EPS guidance to $11.00 – $13.00 per share. Shares dropped ~15% on the news and what was another negative earnings surprise from FedEx. The earnings call had some interesting soundbites, […]
Brookfield Asset Management is the parent company of the Brookfield empire. It’s been one of the best investment stories in Canada in recent years with the stock price up 600% in the last 10 years (and 27% over the last 12 months). Brookfield has listed […]
Fresnillo is LSE-listed silver and gold producer with operations in Mexico. The Company is currently profitable but is trading at a 5 year low. They also have a dividend policy of paying out 30% – 50% of net profits each year. Last year’s dividend was […]
Fedex pays a small dividend (1.6%) and trades at just 11x forward earnings estimates. Its stock price has come off significantly since late last year when it had some unexpected management departures, announced poor Q2 results, and lowered forward looking guidance. Further, in June, Fedex […]
Is it time to take a look at investing in the unloved Canadian energy sector? Whitecap Resources ($WCP.TO) is an intermediate Canadian oil and gas producer with assets primarily in Alberta and Saskatchewan. Its share price is down 75% over the last 5 years. It […]
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 […]
High Liner Foods released Q1 results on May 14. Along with the results, they announced a 65% dividend cut from $0.58 to $0.20 per share annually. The stock has actually moved higher since the announcement, trading in and around the $8.50 level, or about 20% […]
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 […]