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Three Canadian Focus List Stocks For 2022

Fri, 03 Dec 2021 20:44:43 +0000

RBC Capital Markets has released its RBC Strategy Canadian Focus List for 2022. There are 27 companies on the list. We’ve pared it down to three less obvious names in software and manufacturing, which the analysts give 12-month potential upside of between 25 per cent and 28 per cent. Maybe these stocks would fit nicely […]

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Disney’s Push Into Metaverse Has This Portfolio Manager “Still Excited” to Own the Stock

Mon, 29 Nov 2021 19:22:30 +0000

Disney's stock is still being punished by the perception that the slow economic reopening from COVID will keep a lot of consumers away from the company's resort and theatre attractions. But, that's short-term thinking. Disney remains a world-leading media firm and is just scratching the surface of what's possible in virtual experiences of Disney's vast resource of intellectual property from Frozen to Mickey Mouse. Here's why Davis Rea Investment Counsel is more than happy to continue to own Disney and to buy the stock for new clients.

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Watch For Resurgent Amazon in 2022

Thu, 18 Nov 2021 19:26:02 +0000

Amazon.com Inc.’s days as a stock market laggard are numbered, according to Goldman Sachs Group Inc. After trailing the rest of its mega-cap technology peers this year, Amazon is poised to outperform in 2022 as it benefits from resurgent growth in a range of markets such as e-commerce, cloud computing and advertising, analyst Eric Sheridan wrote in a note, making the stock their top pick among U.S. Internet names.

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Catalysts Could Multiply Stock of Revived Global Playboy Brand by 10X

Thu, 18 Nov 2021 14:26:30 +0000

Clear your mind of anything you may know about Playboy. Get rid of any opinions or biases. Or if you have any moral qualms about the 70-year-old company then stop reading right now. Okay, let's talk about Playboy Group...

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Why Coinbase is a “Rocketship” Stock

Fri, 12 Nov 2021 18:28:59 +0000

When cryptocurrency exchange Coinbase Global went public last April, many people said it marked peak cryptocurrency. That was wrong. Bitcoin at the time was trading around $61,000. After a detour in the summer to about $30,000, the original crypto is back near all-time highs recently nearing $70,000. Ethereum is also near record levels, and the entire sector has a market value of about $3 trillion. Josh Steiner, Sector Head of Financials at Hedgeye, which offers a proprietary Bitcoin Tracker product, explains in the following video how the growth of crypto is similar to where the internet was in 1997 (see the chart), and why Coinbase is a rocketship of a stock. We also feature excerpts from Goldman Sachs' and Morningstar reports on Coinbase following its earnings report.

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Analysts Finally Jump on goeasy Growth Train After 1,500%+ Gain

Wed, 20 Oct 2021 17:11:34 +0000

goeasy has been one of Canada's best growth stories the last several years. The alternative lender has quietly built an impressive string of double digit revenue, earnings and dividend increases while posting record company numbers pretty well every quarterly earnings report. I interviewed the former CEO and now Executive Chairman, David Ingram, in late January of 2018. Had I bought the stock then I'd be up more than 400 per cent. More impressively, goeasy's stock has surged about 1,500 per cent since 2012, and is about a 190-bagger the last 20 years. Better late than never, because TD Securities doesn't believe investors have missed the goeasy growth train as it's starting analyst coverage with a "Buy" rating and a projected 12-month return for the stock of more than 40 per cent. Here are five reasons why, along with some charts, from TD's report that exemplify goeasy's strong growth.

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Four “Stealth Tech” Ideas For the Roaring ’20s

Tue, 19 Oct 2021 17:22:34 +0000

You're familiar with the concept, popularized by Ed Yardeni, that this decade will rhyme with the roaring '20s of a hundred years ago in terms of technological innovation and a booming stock market. Jason Bodner of Brownstone Research takes it a step further by looking at some unassuming companies that use what he calls "stealth technology" to stay ahead of the competition. Here are some excerpts from an article by Bodner in which he uncovers some ideas for investors to capitalize on this theme over the next several years.

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Adcore Bolsters Robust Growth with Educational Technology Business

Fri, 01 Oct 2021 14:09:51 +0000

(Sponsor Content) What do you do during the pandemic when your fast-growing business has slowed down somewhat and you want to keep your employees busy? If you're Adcore (TSX:ADCO), you build from scratch a live online learning platform called Amphy that already offers more than 1,000 live lessons from more than 300 teachers in classes ranging from guitar to yoga and chess, and everything in between. We catch up with Adcore's founder, Chairman and CEO, Omri Brill, to learn about the strategy and growth prospects for this new business, and get an update on Adcore's core business of programmatic advertising, which is maintaining triple digit growth.

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“Persistent Inflation” Will Kill the Bull Market But Not Yet

Sat, 25 Sep 2021 01:53:46 +0000

You may know the name and face of Jim Bianco. The President & Macro Strategist at Bianco Research, is often quoted in The Wall Street Journal, The New York Times, and Barron's, and seen on Bloomberg TV and CNBC. That's because his independent, objective and incisive commentary is highly respected after more than 30 years in the business. We sat down with Bianco for a wide-ranging discussion including why investors need to stay involved in this bull market for a chance to make a lot of money very quickly but to also be on the lookout for definitive signs that it's time to reduce exposure. For insightful commentary about the state of the global economy and the stock market, watch and listen to our conversation with Jim Bianco.

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The “Dean of Valuation” On Four Big Tech Companies

Thu, 23 Sep 2021 20:12:09 +0000

You don't get the nickname the "dean of valuation" by not having well-researched and considered opinions. This professor of finance believes that traditional valuation metrics don't always apply to disruptive, fast-growing technology companies. Instead, he often looks at four other factors. Here are his views on four large technology companies and how to assess their future growth.

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