by Mark Bunting | Mar 31, 2023 | Big Picture, Canada, E-Commerce, Financial Planning, Financials, Interviews, Investing, Stocks, Technology, Top Ideas
Part two of our conversation with John O’Connell and Don Ritchie of Davis Rea Investment Counsel. A lot of investors have been piling into MAGMA stocks amid the simmering banking crisis in the U.S. on the idea that Microsoft, Apple, Google, Meta and...
by Uncommon Sense Investor | Mar 10, 2023 | Big Picture, Blogs, Canada, Disruption, Investing, Stocks, Technology, Top Ideas, United States
It is not surprising the CEO of OpenAI is enthusiastic about his company’s language processing tool, or artificial intelligence chatbot, ChatGPT. But some of Sam Altman’s comments in a highly anticipated fireside chat smacked of hyperbole. He asserted that...
by Uncommon Sense Investor | Mar 4, 2023 | Big Picture, Blogs, Canada, Disruption, E-Commerce, Investing, Media, Podcast, Stocks, Technology, Top Ideas, United States
Already the largest technology stock in the world with a market value of nearly $2.4 trillion, Apple features five under-appreciated catalysts that could send the stock higher by more than 50 per cent over the long-term. That’s according to analysts at Morgan...
by Uncommon Sense Investor | Mar 4, 2023 | Big Picture, Blogs, Canada, Disruption, E-Commerce, Investing, Media, Stocks, Technology, Top Ideas
Like it or not, artificial intelligence is part of our lives and is only going to increase in consumer and business use in the coming years. So it makes sense to learn as much as we can about AI to try to discern the best ways in which to invest in this massive trend...
by John O'Connell | Feb 24, 2023 | Big Picture, Blogs, Canada, E-Commerce, Investing, Stocks, Technology, United States
Rich Companies Get Richer When Things Get Tough. Sometimes it is helpful to think of companies like teams competing against each other. There are big, strong, elite teams and there are wannabes. Recessions are viewed as bad by investors because profitability is...
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...