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 […]
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 […]
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, […]
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 […]
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 […]