Just a quick update video after July 2, 2020 press release that Brookfield Asset Management $BAM is funding a $1B substantial issuer bid for Brookfield Properties $BPY. US$12.00 per unit is a premium to recent trading but still a ~40% discount to January 2020 trading […]
Shopify, a provider of e-commerce software and solutions, is Canada’s tech superstar. The macro backdrop is positive, with ecommerce sales in the US growing at ~15%. Add to that Shopify’s new products (merchant services) and market share gains, and you get a company that has […]
Another wacky investment idea – Wajax is a Canadian small cap industrial with a market cap of ~$150M. The share price has decreased by over 50% since February 2020 and the company currently trades at less than 4x 2019 earnings with a 15% dividend yield. […]
This is an update the initial video on $BPY from a little over a year ago. Brookfield Properties owns $70B in real estate assets, mostly in office and retail. With COVID-19, retail assets have been particularly hard hit as stores and malls have been shut […]
It’s the middle of the COVID-19 pandemic and Ostrich investing wants to talk about an Aerospace company???! Magellan Aerospace is a Canadian small cap that supplies components and parts to the aerospace industry – customer include Airbus and Boeing…we’ve all seen that name in the […]
This video is a sequel to our similarly titled video from March 12. Since that time, global stock markets have continued to sell off, going deeper into bear territory. This video reviews market performance, and also profiles 4 stocks that investors might consider at these […]
I recorded this video 10 days ago (March 4, 2020) but with all of the recent stock market volatility, I wanted to come out with a video on that topic first. I sold my Enbridge shares on February 18 at $55.05, and while I don’t […]
Global stock markets are down 20% – 30% over the last few weeks and officially in bear market territory. I wanted to post a video with some of my thoughts on how to deal with periods of volatility as an investor, as well as #bull, […]
Terravest is relatively underfollowed Canadian small cap manufacturer of industrial products. With a market cap of $300M, the Company trades on the TSX under the symbol $TVK.TO. Terravest share price is up 185% over the last 5 years as the company has successfully executed an […]