Top Ideas | Uncommon Sense Investor

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 into your portfolio.

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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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10 U.S. Stock Picks For 2022

Thu, 25 Nov 2021 17:51:20 +0000

We're always on the lookout for stock ideas, especially ones that could refresh your portfolio for next year. Courtesy of James Glassman, author and Contributing Columnist at Kiplinger, who's been assembling these annual lists for nearly 30 years, here are 10 stock ideas to consider.

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Innovative Low-Risk Way to Play the Copper Boom

Wed, 24 Nov 2021 16:48:10 +0000

Sponsor Content. Copper may in the midst of its strongest-ever cycle. That's as demand for the metal for use in electric vehicles, batteries, and renewable energy infrastructure is expected to remain strong through at least this decade. What if we told you could get access to a company that feeds the copper market, is profitable, and isn't exposed to geological or mining risk? On top of that, this firm's main client is the largest copper producer in the world, it pays a dividend, and just completed a $25 million dollar share buyback. Unique, right? This company is Amerigo Resources (TSX:ARG). For much more detail, here's my conversation with the company's President & CEO, Aurora Davidson.

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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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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.

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10 Small Cap Ideas with As Much As 99% Upside

Thu, 04 Nov 2021 17:48:48 +0000

Small capitalization stocks haven't been this cheap in 20 years. That's based on a comparison between the S&P Small Cap 600 and the S&P 500. Have a look at some fascinating 20-year charts for the two indices examining the price-to-earnings correlation and the difference in performance. Then consider 10 small caps that analysts have pegged to return between 27% and 99% over the next 12 months.

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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.

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