2020 Investing Review – 2 Winners and 1 Loser
2020 was a wild ride for investors. I thought it would be fun to review 2 winners and 1 loser from my portfolio last year. Wajax $WJX.TO +222% Google $GOOGL +35% Morguard $MRC.TO (42%)
Tag / investing
SmartCentres REIT
SmartCentres is a Canadian REIT with significant retail real estate and a large development pipeline of projects optimize unused space. The company owns approximately 3500 acres of land, much of which is strategically located at or near major intersections and transit hubs. COVID has been […]
RioCan Stock Analysis $REI.UN
Riocan is one of Canada’s longest standing REITs, with a focus on retail real estate. The company’s unit price fell by 50% as COVID exacerbated headwinds in the retail industry, with many tenants refusing or unable to pay rent in the early months of the […]
Is Microsoft a great stock to buy during COVID? $MSFT Investment Analysis
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 […]
Analysis of BCE – Stock Investment Research $BCE
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 […]
Should you buy Shopify ‘til you Dropify?! $SHOP Stock Investment Research
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 […]
Strategies for investors in volatile markets – Part 2 (including profiles of 4 stocks)
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 […]
Strategies for Investors in these Volatile Stock Markets (includes Bull and Bear Scenarios)
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, […]
Canadian Oil and Gas Rebound? Analysis of Arc Resources $ARX.TO Stock
It’s been a painful last few years for Canadian energy names. Some viewers have requested more content similar to our previous video on Whitecap resources. Arc Resources is an intermediate Canadian energy name that currently offers a 7%+ dividend yield. It’s natural gas heavy (which […]