by Mark Bunting | Jan 27, 2023 | Big Picture, Canada, Disruption, E-Commerce, Feature, 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 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...
by Mark Bunting | Dec 16, 2022 | Blogs, Canada, E-Commerce, Investing, Stocks, Technology, Top Ideas, United States
Chick-fil-A makes more in annual sales per restaurant being open six days a week than McDonald’s does in seven. That’s according to Hedgeye Risk Management Consumer Staples analyst Daniel Biolsi. Most people wouldn’t know that fact because...
by Uncommon Sense Investor | Nov 25, 2022 | Canada, Disruption, E-Commerce, Interviews, Investing, Stocks, Technology, Top Ideas, United States, Videos
Never mind. That double in Amazon’s stock from its pandemic low to its peak in the summer of last year is mostly gone now. The e-commerce and web services giant is no longer a trillion dollar company. But that’s a good thing. As Amazon restructures,...
by John O'Connell | Nov 20, 2022 | Big Picture, Blogs, Canada, E-Commerce, Financial Planning, Investing, Stocks, United States
A widely followed U.S. Federal Reserve survey gauging economic activity was released this past week. The news would have you worry about impending doom. The facts are that the model estimate for real GDP growth during Q4 is 4.4% today, up from 4.0% on November 9....
by Mark Bunting | Oct 28, 2022 | Big Picture, Disruption, E-Commerce, Interviews, Investing, Media, Stocks, Technology, Videos
Ed Yardeni has drawn fascinating comparisons between the technological innovation during the 1920s and the cutting edge technology trends of this decade. Find out from the President of Yardeni Research why another “roaring ’20s” decade is...
