by Uncommon Sense Investor | Jan 18, 2022 | Blogs, Disruption, E-Commerce, Feature, Investing, Stocks, Technology
Shares of Shopify, like most technology companies lately, are getting battered around. But it's business as usual for the e-commerce leader as the firm has struck a partnership deal with large Chinese online player JD.com. TD Securities sent a note to its...
by Uncommon Sense Investor | Jan 11, 2022 | Blogs, Canada, Disruption, E-Commerce, Investing, Stocks, Technology, Top Ideas, United States
What do I know about Uber Technologies? Well, I've used its service for several years fairly regularly including Uber Eats. The ride-sharing company expanded rapidly around the world, bleeds money and is not profitable. Uber has been involved in a ton of...
There are many types of companies that benefit from Amazon's sprawling e-commerce, supply chain logistics, delivery, cloud services, advertising, and entertainment businesses. One of them continues to be Canada's Cargojet (TSX:CJT), which just struck a new...
by Uncommon Sense Investor | Jan 7, 2022 | Blogs, Healthcare, Investing, Media, Stocks, Technology, Top Ideas, United States
The Dogs of the Dow theory was popularized by investment manager Michael B. O'Higgins in his 1991 book Beating the Dow. He proposed an investor at the beginning of the year could buy the 10 highest-yielding Dow Jones Industrial Average components in equal...
by Mark Bunting | Jan 6, 2022 | Blogs, Disruption, E-Commerce, Investing, Media, Stocks, Technology, Top Ideas
Brian McGough has one of the better track records in retail research. The long-time analyst at Hedgeye Risk Management made one of his most lucrative calls in 2017 when he said shares of Restoration Hardware (NYSE:RH) could multiply despite a lot of pessimism...
by Mark Bunting | Jan 4, 2022 | Banking, Big Picture, Blogs, Canada, Financials, Investing, Stocks, Technology, Top Ideas, United States
Time for a list of compelling stock ideas for this year courtesy of our all-star roster of money managers, analysts and investment newsletter writers. From real estate expert Dennis Mitchell to highly successful contrarian Benj Gallander. From large caps to small,...
Six Reasons Banks to Get Less Bullish on Banks