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 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 | May 2, 2022 | Big Picture, Blogs, Disruption, E-Commerce, Investing, Media, Stocks, Technology
It’s no secret that big tech stocks have been struggling. MANTA, as Jesse Felder likes to call them – Microsoft, Amazon, Nvidia, Tesla, and Apple – are well down from their all-time highs. Most investors with some savvy knew the good times...
by Uncommon Sense Investor | Apr 26, 2022 | Big Picture, Blogs, Disruption, Investing, Stocks, Technology, Top Ideas
Electric vehicles (EVs) will inexorably continue to increase their share of the global automobile market in the coming years. But how to profit from that? Buy stocks of EV makers? Buy shares of firms that mine the metals and minerals such as lithium, copper, and...
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...
by Uncommon Sense Investor | Mar 22, 2022 | Blogs, Disruption, Investing, Media, Stocks, Technology
Ed Yardeni may have cut his forecast for the S&P 500 but that doesn’t mean the perpetually bullish, and mostly accurate, strategist is souring on his idea that the 2020s could be roaring. Here are his reasons for remaining optimistic about stocks, especially...
