Dividend value stock with a catalyst? With a 100+ year history, Leon’s is one of Canada’s largest retailers of furniture, appliances and mattresses. The Company acquired one of its main competitors, the Brick, in 2013 and since then has been using free cash flow to […]
Enbridge hosted their annual investor day in December 2019. 2020 is shaping up to be an interesting year for $ENB with Line 3 “expected” to come on line in the second half of 2020. Add to that, the company has completed deleveraging (current debt/EBITDA of […]
One of the big 5 Canadian banks, RBC currently trades at ~12x P/E and a 4% dividend yield. With a ~$150B market capitalization, this is a blue chip holding for many Canadians that has a track record of rising dividends over time. Recently, $RY […]
As voted by the Ostrich community! This video looks at American Tower, a US REIT that does not own traditional bricks and mortar but rather wireless communication towers that it leases out to customers including wireless carriers. Increased penetration of mobile devices combined with ~30% […]
Stock Investment Research – Analysis of lululemon ($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 […]