Technology | Uncommon Sense Investor

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.

The post Disney’s Push Into Metaverse Has This Portfolio Manager “Still Excited” to Own the Stock appeared first on Uncommon Sense Investor.

]]>

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.

The post Watch For Resurgent Amazon in 2022 appeared first on Uncommon Sense Investor.

]]>

Why Green Doesn’t Mean Clean

Thu, 18 Nov 2021 18:51:34 +0000

Transitioning from fossil fuels and internal combustion engines to renewable energy and electric vehicles are worthy goals. But at what cost to the environment? Mountains of copper, cobalt, lithium, nickel and rare earth metals will be needed over the next several decades to achieve this transition. Sourcing these metals produces a less than green amount of carbon dioxide. Here is an excerpt from one of Dr. Ed Yardeni's recent research reports about the environmental cost of going green and what can be done about it.

The post Why Green Doesn’t Mean Clean appeared first on Uncommon Sense Investor.

]]>

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...

The post Catalysts Could Multiply Stock of Revived Global Playboy Brand by 10X appeared first on Uncommon Sense Investor.

]]>

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.

The post Why Coinbase is a “Rocketship” Stock appeared first on Uncommon Sense Investor.

]]>

Two New High-Growth Stock Ideas From Donville Kent

Mon, 08 Nov 2021 19:15:53 +0000

Topicus (TSXV:TOI) has nearly doubled since Jesse Gamble recommended it in our interview on May 28 of this year. The Senior VP & Portfolio Manager at Donville Kent Asset Management, along with Founder & CEO, Jason Donville, are back with a couple of names that have caught their attention. One has just gone public, has been profitable since 2015, could double earnings in 2022, and, according to Donville and Gamble, of all of their portfolio companies, has the greatest potential upside over the next 12 months. The other is about to go public and compares favourably to long-time winner Constellation Software.

The post Two New High-Growth Stock Ideas From Donville Kent appeared first on Uncommon Sense Investor.

]]>

Four Growth Stocks in the Electric Vehicle Supply Chain

Thu, 28 Oct 2021 18:12:08 +0000

In nine years, it's expected nearly 70 per cent of all autos sold will be electric or hybrid from the current less than 10 per cent. How can investors capitalize on this massive trend over the next several years. Morningstar features a fascinating chart detailing forecasted growth for electric vehicles (EV) and hybrids, and four stock ideas of companies that can feed the EV supply chain.

The post Four Growth Stocks in the Electric Vehicle Supply Chain appeared first on Uncommon Sense Investor.

]]>

10 Best New Quotes From Billionaire Investor Mark Cuban

Fri, 22 Oct 2021 17:24:25 +0000

Mark Cuban is easy to communicate with but hard to pin down. I've tried a few times to book him for an interview through email. The billionaire makes himself unusually available to contact. He often gets back to me right away. But trying to find a 20-minute window in his busy schedule of Shark Tank tapings, the Dallas Mavericks schedule (Cuban owns them), and whatever else he gets up to, is tricky. I'll keep trying but in the meantime, courtesy of Business Insider, and writer Theron Mohamed, here are Cuban's 10 best quotes from an interview on the Prof G podcast with author, business and tech guru, and NYU Professor, Scott Galloway.

The post 10 Best New Quotes From Billionaire Investor Mark Cuban appeared first on Uncommon Sense Investor.

]]>

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.

The post Four “Stealth Tech” Ideas For the Roaring ’20s appeared first on Uncommon Sense Investor.

]]>

Should Investors Have Exposure to Cryptocurrency & Blockchain?

Tue, 12 Oct 2021 12:39:04 +0000

In the final instalment of our Investment Series, Som Seif and John O'Connell answer a viewer question about cryptocurrency and blockchain. Seif explains why he's bullish on digital while O'Connell believes the Ethereum platform has intriguing applications but he differentiates between speculating and investing.

The post Should Investors Have Exposure to Cryptocurrency & Blockchain? appeared first on Uncommon Sense Investor.

]]>