by Mark Bunting | May 13, 2022 | Big Picture, Canada, Disruption, E-Commerce, Feature, Financial Planning, Interviews, Investing, Stocks, Technology, United States, Videos
…And Why It Will Never Beat Amazon. Question: Do you own or have you ever owned shares in Shopify? John O’Connell was asked countless times the last several years by clients and non-clients whether he owned the stock of the e-commerce company. And when he...
by Mark Bunting | May 11, 2022 | Big Picture, Canada, Feature, Financial Planning, Financials, Investing, Stocks, Technology, Top Ideas, Videos
We sat down with John O’Connell to get his experienced views on what’s actually occurring in the stock market at the moment and why it’s happening. John covers: Valuations Investor sentiment Strategies he’s deploying Stocks he’s been...
by Uncommon Sense Investor | May 5, 2022 | Big Picture, Blogs, Canada, Disruption, E-Commerce, Investing, Media, Stocks, Technology, United States
Amazon spent around $40 billion on shipping and fulfillment in its last quarter. It’s part of a multi-year expansion plan. The short-term problem for the e-commerce and web services giant is that it has too much warehouse capacity. Longer-term, that could wind...
by Uncommon Sense Investor | Apr 25, 2022 | Big Picture, Blogs, Canada, Financial Planning, Investing, Stocks, Top Ideas
Nearly a year ago, Bank of America (BofA) Securities quantitative strategist Ohsung Kwon presented a bullish case for Canadian stocks based on rising commodity prices and inexpensive valuations. Now, he’s doubling down on that call saying the catalysts for TSX...
by Uncommon Sense Investor | Apr 22, 2022 | Big Picture, Blogs, Canada, Investing, Stocks, Top Ideas, United States
Investors should remain bullish of global stocks the next 12 months and favour small caps over large caps. That’s according to the Chief Global Strategist at BCA Research, Peter Berezin. He believes the shares of public companies are setting up for a...
by Uncommon Sense Investor | Apr 20, 2022 | Blogs, Canada, Disruption, E-Commerce, Investing, Media, Stocks, Technology, United States
Tempted to buy Netflix after the collapse of the company’s stock to a four-year low? Don’t be. The heady days of growth for the media streamer’s business and shares appear to be over. Stay subscribed or sign up for Netflix’s content, sure, but...
