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 $100B. Neither company is profitable, but both have been experiencing strong top line growth rates (2 year revenue compound annual growth […]
A leading provider (design and manufacture) of semiconductors and memory chips globally. Micron trades at less than 4x 2018 earnings per share and has net cash. The sector is known for cyclical profitability, despite impressive secular growth driven by mobile, big data, analytics etc. This […]
One of the big 5 Canadian banks, Scotiabank currently trades at ~10x P/E and a 5% dividend yield. This has been a blue chip holding for many Canadians, with a track record of rising dividends over time. With potential risks in Canadian housing, and short […]
Google (aka Alphabet) released Q1 earnings after market close on April 29. The stock dropped 7% in after hours trading on the results. This video reviews the main reason why the stock is down (disappointing advertising revenue growth) and revisits our Bull, Base and Bear […]
Quarterhill ($QTRH) released Q4 earnings on February 28, 2019. A week prior, we had published a review of the stock, and explored #bull #bear and #base case scenarios. Since the earnings release, the stock has rallied 15%. This video looks at 4 key reasons why: […]
Apple shares have rallied 35% in less than 3 months since pre-announcing worse than expected Q1 results on January 2, 2019. This video reviews the last three months of Apple trading as a case study on the impact of market sentiment and the swings it […]