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Investment Analysis of Facebook ($FB)

Facebook makes money (a lot of money…$40B of revenue in 2017) by selling ads on its two key platforms – Facebook and Instagram.  Revenue growth has averaged ~50% per year over the last 5 years. On their most recent Q2 conference call, the CFO guided […]

Investment Analysis of High Liner Foods ($HLF)

High Liner Foods is a branded seafood products business based in Nova Scotia, Canada.  It has both retail and foodservice brands and products are diversified across 30 different species (60% of sales from Cod, Shrimp and Salmon). 2017 was a challenging year with both a […]

Investment Analysis of Macquarie Infrastructure (MIC)

I read a recent article that put forward a long thesis for Macquarie Infrastructure (MIC).  MIC cut their dividend in February of 2018 and the stock plummeted ~40%. Since then, management / insiders have been buying shares and despite the dividend reduction, the current yield […]

Investment Analysis of ZCL Composites (ZCL)

Boasting a current dividend yield of ~7% with no debt (a rare combination), and with the stock down over 50% from 2017 highs, I thought this would be an interesting stock to research from a value perspective. ZCL is North America’s largest manufacturer of fibreglass […]

Stock Investing – A Look at Enbridge (ENB): Part 3

In our latest VLOG, we take a look at shares of Enbridge and key investment considerations including: Ability to stickhandle approval of new pipeline projects (Line 3) Simplification of the corporate structure (MLP roll up) Balancing financing needs (dividend growth, debt reduction, asset sales, growth […]

Stock Investing – A Look at Enbridge (ENB): Part 2

In our latest VLOG, we take a look at shares of Enbridge and key investment considerations including: Ability to stickhandle approval of new pipeline projects (Line 3) Simplification of the corporate structure (MLP roll up) Balancing financing needs (dividend growth, debt reduction, asset sales, growth […]

Stock Investing – A Look at Enbridge (ENB): Part 1

In our latest VLOG, we take a look at shares of Enbridge and key investment considerations including: Ability to stickhandle approval of new pipeline projects (Line 3) Simplification of the corporate structure (MLP roll up) Balancing financing needs (dividend growth, debt reduction, asset sales, growth […]

Stock Investing – A Look at Starbucks (SBUX)

In our first VLOG, we take a look at shares of Starbucks and key investment considerations including: China growth strategy Same store sales growth Saturation of US market? Valuation and dividend growth Please check out and subscribe to our YouTube channel and send in your […]