Blogs Archives - Uncommon Sense Investor

Top Growth at a Reasonable Price Canadian Stocks from Brian Belski

Mon, 14 Feb 2022 20:59:02 +0000

Canadian stocks had their best performance in January versus US equities in 13 years. BMO Capital Markets Chief Investment Strategist Brian Belski, who gave us with his top stock ideas a few months ago, has some commentary on that outperformance, and provides a list of the 33 top growth at a reasonable price Canadian stocks.

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Three Sectors to Favour in This New Market Reality

Fri, 11 Feb 2022 17:55:07 +0000

Last time he told you to not sweat another stock market panic attack. This time, he's got the three sectors to favour in this new market environment. He being Dr. Ed Yardeni, President of Yardeni Research. Yardeni had favourite sectors in the late 1990s and the bull market of the 2000s. Now, with the expectation of rising interest rates, and slowing profit and economic growth, Yardeni has isolated three sectors investors should look at to find the types of stocks that can thrive.

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Magic Returns to Disney with 40% Upside

Thu, 10 Feb 2022 17:32:33 +0000

Shares of Disney were nearly cut in half from their peak pre-pandemic to the pandemic low in March of 2020 as investors perceived each of its business divisions to be under pressure. A year later, Disney's stock soared to a record high of nearly $200 a share partly on a very impressive launch of its streaming service Disney+, only to lose about 30 per cent from there. Now, after a surprisingly robust earnings report, the magic is returning to the company and at least one analyst sees 40 per cent upside for the stock. Here are two brief analyst views on Disney's performance and bright prospects.

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Don’t Count Out Facebook’s Owner Meta Just Yet. Here’s Why.

Tue, 08 Feb 2022 21:56:15 +0000

Much has been made of the dramatic drop for the stock of Facebook owner Meta Platforms after a comparatively weak earnings report and outlook. A record quarter trillion dollars in market value was wiped away in a single session and the stock has fallen further since then. But is Meta going to zero? Are the billions the company is spending to be a pioneer in the metaverse being wasted? Many long-term technology thinkers don't believe so. Meta has the chance to convert some skeptics this weekend during and after the Super Bowl. The company is planning to make a big splash. Here are the hi-lights of what's expected courtesy of Matthew Olson of The Information.

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Amazon’s Ad Business is Quietly Bigger Than YouTube’s Already. Why That Matters.

Tue, 08 Feb 2022 20:24:35 +0000

In a follow up to our recent article about how Amazon's multi-billion dollar investments will trigger the next stage of growth for the company and the stock, we present this insight from Insider Intelligence, which focuses on the company's surging advertising business for which Amazon, for the first time, unveiled revenue numbers in an earnings report. Hint: it's a massive and profitable business. Bigger already than many rivals. Here's why that matters.

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What is Investing’s Golden Rule Telling Us?

Fri, 04 Feb 2022 17:48:34 +0000

Major stock market indices downturns are almost always accompanied by a recession. What about the current sell-off in stocks? Does it mean investors believe a recession is imminent or that it's a much-needed reversion to the mean after a few years of outperformance? BCA Research examines those questions in this brief executive summary, which is essentially the hi-lights of a more in-depth report for its clients. Pay special attention to the chart showing the links between bear markets and recessions going back to 1970.

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How Amazon’s Multi-Billion Dollar Investments Will Soon Start to Accelerate the Business & the Stock

Fri, 04 Feb 2022 17:20:31 +0000

In a highly volatile earnings season in which Netflix, PayPal, and especially Meta Platforms (Facebook), got creamed, Amazon bucked the trend with solid numbers across the board and the stock jumped. Davis Rea analyst J.C. O'Connell has done a deep dive on the e-commerce and web services giant and we've culled the hi-lights in a mostly bullet point, digestible form. Amazon has spent billions in recent quarters in all aspects of their business. earnings are expected to trough in the current quarter and then those investments are expected to accelerate the business and the stock by the spring of this year. It's a move investors may want to get in front of.

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Best Mid-Cap Stocks for Long-Term Gains

Thu, 03 Feb 2022 20:32:42 +0000

The stock market may be turbulent right now and investors may not be in a buying mood, but identifying and purchasing good companies for at least a three-to-five year haul is usually the best way for long-term investors to generate solid returns. That's why this list from Forbes of America's best 100 mid-sized companies caught our attention.

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Don’t Be Tempted By Fallen Growth Stocks. Here’s Why.

Tue, 01 Feb 2022 20:33:25 +0000

Fancy buying some beaten down former growth stock darlings? Be careful. An image of the proverbial falling knife going through a hand comes to mind. These type of fallen stars such as Zoom and Peloton often cascade downward much further than many expect once all of their fans have long since departed. Value hunters can quickly fall into value traps. Verdad Capital devised the Bubble 500 list in the middle of 2020. They admit they were early in calling a market bubble but have nailed it since then. Here's an update on Verdad's Bubble 500, and why these stocks are still too risky to buy.

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Attractive Entry Points with Sell-Off Overdone

Mon, 31 Jan 2022 20:38:28 +0000

The U.S. Federal Reserve is unlikely to derail the economic cycle by raising its key lending rate multiple times in the next year. That's the view of the Global Strategy team at J.P. Morgan, which goes against the opinion of others, who believe the Fed may have to pause even after just one rate hike. The following are hi-lights from a recent J.P. Morgan report that outlines why the stock market can absorb higher rates, why the sell-off is overdone, and where the attractive opportunities lie.

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