by John O'Connell | Feb 24, 2023 | Big Picture, Blogs, Canada, Disruption, Financial Planning, Investing, Stocks, Technology, Top Ideas, United States
Much has been made of the big layoffs happening in the big mega-cap companies. Some believe that these companies hired too much or built too much during the pandemic. It’s an interesting criticism when you consider how much these companies supported the whole...
by Uncommon Sense Investor | Feb 16, 2023 | Big Picture, Blogs, Disruption, Investing, Media, Stocks, Technology, United States
By Parmy Olson (Bloomberg Opinion) — For a hot minute, Microsoft Corp.looked like it would eat Google’s lunch. Its languishing searchengine, Bing, was being revolutionized with a sophisticated newchatbot system from OpenAI. Those hopes have now diminishedbecause...
by Uncommon Sense Investor | Feb 2, 2023 | Big Picture, Blogs, Canada, Disruption, Healthcare, Investing, Stocks, Technology, Top Ideas, United States
Have you heard of ChatGPT? We figured the answer was yes. It’s the new shiny thing in the stock market, let alone the global news cycle. By the time it takes me to finish this sentence, ChatGPT’s generative language technology could spit out this entire...
by Mark Bunting | Jan 27, 2023 | Big Picture, Canada, Disruption, E-Commerce, Financial Planning, Investing, Stocks, Technology, Top Ideas, United States
Don’t miss this replay of the live Davis Rea quarterly update. Mark Bunting, Publisher & Host of Uncommon Sense Investor, and John O’Connell, Chairman, CEO & CIO of Davis Rea Investment Counsel, delve into several compelling investment topics....
by Uncommon Sense Investor | Jan 17, 2023 | Big Picture, Blogs, Canada, Disruption, Investing, Stocks, Technology, Top Ideas, United States
We are sure you are aware of the increasing global demand for electric vehicles (EVs), the batteries required to run them, and the critical minerals needed to make those batteries. The main mineral is lithium, of which there is a global deficit, so there are...
by Uncommon Sense Investor | Jan 13, 2023 | Big Picture, Blogs, Canada, Disruption, E-Commerce, Investing, Stocks, Technology, Top Ideas, United States
Let’s acknowledge right out of the gate that 2022 was a “disaster” for a lot of stocks, especially internet stocks. Will 2023 be any better? No one knows. But it’s always worth turning to the professionals who are well-paid to try to answer...