by Uncommon Sense Investor | Sep 30, 2023 | Big Picture, Canada, Disruption, E-Commerce, Feature, Financial Planning, Interviews, Investing, Media, Stocks, Technology, Top Ideas, United States, Videos
By now, you likely know John O’Connell spends a lot of time reading and thinking about technological trends, what’s coming next and how clients can profit by owning shares of the largest, most dominant, innovative companies. The Chair, CEO and CIO of Davis...
by Uncommon Sense Investor | Sep 9, 2023 | Big Picture, Blogs, Canada, Disruption, E-Commerce, Feature, Investing, Stocks, Technology, United States
by Morgan Stanley Research The U.S. Department of Justice (DoJ) vs. Google trial will begin on September 12 and the key focus for investors is whether we’ll see changes to Google’s Search contracts. We quantify the risk to Google (GOOGL) and Apple (AAPL)...
by Mark Bunting | Aug 18, 2023 | Big Picture, Canada, Disruption, Financial Planning, Interviews, Investing, Stocks, Technology, United States, Videos
There are billions and billions of dollars at work under the hood of the stock market every trading day that few people see or consider. From so-called target date funds that systematically invest money for their clients’ 401k’s, the U.S. equivalent...
by Mark Bunting | Aug 18, 2023 | Big Picture, Canada, Disruption, E-Commerce, Financial Planning, Interviews, Investing, Stocks, Technology, Top Ideas, United States, Videos
Unless you’ve taken a six month holiday off the grid, you know that artificial intelligence has become an intense area of interest. Although, judging by the Google Search Trends chart above, the mania appears to have peaked for now. However, many...
by Mark Bunting | Aug 4, 2023 | Big Picture, Canada, Disruption, E-Commerce, Financial Planning, Financials, Investing, Investments, Stocks, Technology, Top Ideas, United States, Videos
Why the Economic Cycle May Have Bottomed and a Recession is Not Inevitable. Why This Market is Similar to 1987 & 1998-1999. This Stock Could Have a Meta-Like Resurgence. John O’Connell, Chairman, CEO & CIO,...
by Mark Bunting | Jul 30, 2023 | Big Picture, Canada, Financial Planning, Financials, Healthcare, Interviews, Investing, Stocks, Technology, Top Ideas, United States, Videos
Part One above. Watch Part Two… ** Got questions? Such as are the economy and the stock market entering into a goldilocks environment? We’ve got answers from two seasoned pros who love the game and spend their working days absorbing information and...
