Microsoft stock has performed extremely well through COVID. Since a trough in March of ~$135.00, shares have resumed their upward trajectory and currently trade above $210.00. In a world of remote everything, Microsoft’s products have become critical to their customers and the CEO recently mentioned […]
BCE is the largest telecom provider in Canada and a well-known Canadian blue chip dividend stock. It operates in three business segments – wireless, wireline (which includes internet and TV) and media. The company currently offers investors a dividend yield of close to 6%. While […]
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 […]