by Mark Bunting | May 13, 2022 | Big Picture, Canada, Disruption, E-Commerce, Feature, Financial Planning, Interviews, Investing, Stocks, Technology, United States, Videos
…And Why It Will Never Beat Amazon. Question: Do you own or have you ever owned shares in Shopify? John O’Connell was asked countless times the last several years by clients and non-clients whether he owned the stock of the e-commerce company. And when he...
by Uncommon Sense Investor | May 5, 2022 | Big Picture, Blogs, Canada, Disruption, E-Commerce, Investing, Media, Stocks, Technology, United States
Amazon spent around $40 billion on shipping and fulfillment in its last quarter. It’s part of a multi-year expansion plan. The short-term problem for the e-commerce and web services giant is that it has too much warehouse capacity. Longer-term, that could wind...
by Uncommon Sense Investor | May 2, 2022 | Big Picture, Blogs, Investing, United States
In volatile and uncertain times investors continue to flock to the U.S. dollar. That’s despite predictions by some that the greenback will eventually be usurped as the world’s king currency by the yuan or Bitcoin. Fat chance says Daniel Lacalle, a PhD...
by Uncommon Sense Investor | Apr 22, 2022 | Big Picture, Blogs, Canada, Investing, Stocks, Top Ideas, United States
Investors should remain bullish of global stocks the next 12 months and favour small caps over large caps. That’s according to the Chief Global Strategist at BCA Research, Peter Berezin. He believes the shares of public companies are setting up for a...
by Uncommon Sense Investor | Apr 20, 2022 | Blogs, Canada, Disruption, E-Commerce, Investing, Media, Stocks, Technology, United States
Tempted to buy Netflix after the collapse of the company’s stock to a four-year low? Don’t be. The heady days of growth for the media streamer’s business and shares appear to be over. Stay subscribed or sign up for Netflix’s content, sure, but...
by Mark Bunting | Apr 8, 2022 | Big Picture, Financial Planning, Interviews, Investing, Stocks, Technology, Top Ideas, United States, Videos
Set it and forget it. Buy great companies and leave them alone. Or go to sleep for several years like Rip Van Winkle, the character in the short story, and wake up years later to find that everything has changed except, and this is where we use artistic license, your...
