Independent Insight

Three Tech Stocks Trading at the Most Compelling Valuations in Years

Three Tech Stocks Trading at the Most Compelling Valuations in Years

You likely know that technology stocks have not fared well this year after generally hitting all-time highs last November.

But did you know that several of the most impressive, market-leading companies with large customer bases are trading at the most compelling valuations in years?

Buying at the right price is a key component in achieving strong, long-term gains.

Watch and listen to the bull case for these three stocks.

10 Undervalued High-Quality Stocks

10 Undervalued High-Quality Stocks

Depending on who you talk to, we may or may not be in a recession. The textbook definition of an economic recession is two consecutive quarters of decline in gross domestic product, which we’ve experienced in 2022. However, other economic indicators that often fall during recession—including employment and consumer spending—have trended up so far this year. Keep reading…

“People Have FOMO and Freak Out Low”

“People Have FOMO and Freak Out Low”

Want some free investment and trading advice from an experienced professional? Who wouldn’t? So, what are the worst habits of investors and how can they be corrected? Mistakes in investing and trading will always happen but having a repeatable process to eliminate or at least minimize those mistakes is critical to successful investing. Keith McCullough has nearly 25 years experience as a research analyst, hedge fund manager and, since 2008, as CEO of Hedgeye Risk Management, which advises institutional clients that have trillions of dollars under management. Hedgeye also has thousands of retail subscribers who are coached through the company’s data-driven, and transparent investment process. In this segment, find out how to fade your feelings, prepare, curate, narrow down, and focus on the right types off investments at the right time, and how to execute dispassionately to generate better returns for your portfolio. 

Six Reasons for Optimism About the Economy & Stocks

Six Reasons for Optimism About the Economy & Stocks

Our most recent video conversation focused on what needs to happen to rid investors of all of their pessimism. This video examines six reasons the economy and corporate prospects aren’t nearly as dire as many believe. John O’Connell looks at housing, consumer spending, lumber and auto prices, inflation, and what the U.S. central bank might do. The Chair, CEO & CIO of Davis Rea Investment Counsel concludes that investors are safe to calm down, not get blown off their investment goal path, and enjoy the summer. Here’s why.

read more
Why Stocks Need Time to Resolve Rampant Pessimism

Why Stocks Need Time to Resolve Rampant Pessimism

JPMorgan’s CEO, Jamie Dimon, is warning about an economic “hurricane.” Elon Musk has a “super bad feeling” about the economy and is cutting 10 per cent of Tesla’s workforce. Blackrock’s CEO, Larry Fink, believes inflation will remain elevated for years to come. And Microsoft reduced its earnings forecast slightly due to a stronger U.S. dollar. Or is that the software company’s code for something else management sees coming? There’s no shortage of pessimism out there. But is this pessimism warranted? The truth about the economy and the direction for stocks must lie somewhere in a grey, middle area. In our latest conversation with John O’Connell, we examine rampant investor and consumer pessimism, and why stocks need time and space for this sour sentiment to resolve itself. 

read more
“Recession Resistant Leading Value Retailer” with Double Digit Upside

“Recession Resistant Leading Value Retailer” with Double Digit Upside

JPMorgan Chase CEO Jamie Dimon says investors should brace themselves for an “economic hurricane.” If that’s the case, which are the stocks that can anchor your portfolio and withstand a storm? One analyst says this company, whose shares are higher by more than 2,100 per cent since 2009, should be a core position in Canadian portfolios for a myriad of reasons including its low risk profile, growth prospects, and “recession resistant characteristics.” 

read more
Surprising Insights & Robust Stats on the Retail Renaissance

Surprising Insights & Robust Stats on the Retail Renaissance

Sponsor Content. The accelerated rate of e-commerce adoption triggered by the pandemic raised questions about the future of brick-and-mortar. This BNN Bloomberg Brand studio video, featuring Colliers Canada experts Madeleine Nicholls and Jane Domenico in conversation with Mark Bunting, delves into the post-pandemic shift of retailers not choosing between a physical store or an online storefront, but recognizing the need for both and changing how they use their square footage. You’ll also hear about some surprisingly robust statistics for the Canadian retail sector.

read more
Rare Opportunity in Five Large Cap Growth Stocks

Rare Opportunity in Five Large Cap Growth Stocks

In this market volatility, it can definitely be difficult to determine the best places to put our capital. Yet as I’ve written before, these kinds of pullbacks can be an excellent opportunity to buy over-punished stocks. Fears about interest rates and inflation have dragged down the markets. And many stocks have been sunk to irrationally low levels.

read more
Bull Market Rhymes: Hi-lights from Howard Marks’ Latest Memo

Bull Market Rhymes: Hi-lights from Howard Marks’ Latest Memo

Legendary investor Howard Marks has been writing indispensable memos about investing for decades. He makes them available for free on the Oaktree Capital website. His latest examines the investor psychology behind bull and bear markets and how the names, faces, and stocks change over the years, but human nature does not. That’s why bull market history doesn’t repeat, but often rhymes. 

read more
Making the Great Return to Office, Work

Making the Great Return to Office, Work

Sponsor Content. What needs to be done to make the return to the office worthwhile and safe? This video explores the intersection between the workplace and the workspace, discussing initiatives and innovations employers and building owners can implement to make the office a place of work and an experience.

read more
Amerigo Resources in the “Sweet Spot” of Copper’s Supply Deficit

Amerigo Resources in the “Sweet Spot” of Copper’s Supply Deficit

Sponsor Content. How many corporate CEOs can say the stock of their company is higher by more than 30 per cent since last November. Aurora Davidson, can. She’s the CEO of Amerigo Resources (TSX:ARG). That’s despite the recent damage in the stock market and a copper price that has been more volatile than usual. In this conversation with Green Shoe Radio, Davidson updates investors on Amerigo’s unique relationship with Codelco, the largest copper producer in the world, Amerigo’s dividend policy and the possibility of a “top-up” dividend for shareholders, what is estimated to be an annual copper supply deficit by 2030 of nearly five million tonnes, and how Amerigo is sitting in the “sweet spot” of the copper market. 

read more
Five Reasons Home Depot is Not Like the Others

Five Reasons Home Depot is Not Like the Others

Recently people have been worried about a recession and how high mortgage rates and inflation may kill consumer spending and this will hurt Home Depot which boomed during COVID-19. The concerns about the retailing industry were made worse recently when Walmart and Target both disappointed investors with forecasts and poor results. This is not a Home Depot problem and we still love the company. Here’s why.

read more
Five Reasons to Not Worry About Amazon’s Growth

Five Reasons to Not Worry About Amazon’s Growth

Recent headlines have some fretting about Amazon downsizing its warehouse space. The implication being that business is falling and the prospects are poor for the company. This is erroneous and shallow reporting. Amazon may be putting about 10 million square feet of warehouse space up for sublease for the NEXT FEW YEARS…

read more
McDonald’s Still Golden Despite Russia Exit

McDonald’s Still Golden Despite Russia Exit

McDonald’s exit from Russia costs it about nine per cent of its revenues and about three per cent of its profits, so it’s no big deal. The mega chain will maintain its trademarks in Russia leaving room for re-entry at some point, but will immediately remove the McDonald’s name, logo, branding and menu from its units in Russia in a process the company referred to as “de-Arching.”

read more
Five Best Stocks for a Bear Market

Five Best Stocks for a Bear Market

Bear markets are an inevitable if particularly unpleasant part of the market cycle. But investors who hold the best stocks to buy for bear markets can mitigate at least some of the damage. The S&P 500 on Friday dropped into bear market territory – down 20 per cent from its recent peak. The Nasdaq Composite, for its part, fell into a bear market a while ago. And so if this is how things are going to continue, investors might want to arm themselves with the best stocks they can find. And right now, those stock picks should focus on resiliency during deep downturns.

read more
“Risk is Not Volatility. If You’re Not a Seller, Don’t Worry About It.”

“Risk is Not Volatility. If You’re Not a Seller, Don’t Worry About It.”

Don’t worry about? Easy to say, right? But if you’re a long-term investor and you’re comfortable with your stock and bond positions – even if they’re going down in the short-term – then you shouldn’t do anything or be concerned. Market volatility should not shake you out of your positions if you have conviction in them. John O’Connell expounds on that idea in this brief video. 

read more
Is Elon Musk Repeating the Mistakes of Henry Ford?

Is Elon Musk Repeating the Mistakes of Henry Ford?

Let’s assume for a moment that Elon Musk fits into the rarified category of madman/genius. In that context, the clearly brilliant visionary behind Tesla, Tesla Energy, SpaceX, The Boring Company, Neuralink, Open AI, and supposed bidder for Twitter, may be teetering into the madman part of the equation. His increasingly impulsive and erratic actions make him appear to be unfocused and distracted from doing any one thing. For Bloomberg Opinion contributor Stephen Mihm, it brings to mind the trajectory of Henry Ford about a century ago. Mihm argues Musk may be in danger of following the meandering path of Ford, whose non-automotive pursuits ultimately resulted in his company getting leap-frogged by the competition. 

read more
Investors Need to Remember This One Key Thing

Investors Need to Remember This One Key Thing

It’s important to remember the basics of investing when your portfolio’s under pressure and going through some volatility. When your stocks are generally going up, everything’s mostly a-okay. But when the opposite is true, no one likes the feeling of losing money – on paper or otherwise. To get some clarity, John O’Connell says there’s one key thing investors must ask themselves during times like these. 

read more
Shopify’s Crash…

Shopify’s Crash…

…And Why It Can’t 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 always answered no, he was asked why not? The questions have stopped. Shopify is down nearly 80 per cent from its peak and could still fall a lot more. O’Connell is not beating his chest or enjoying any schadenfreude at investors’ expense. But he had his reasons for never owning the stock. And he has some definite ideas about why Shopify’s business model is flawed and easily copied. Here are his views on Shopify’s fall from grace and why it will never be able to beat Amazon…

read more
How to Handle a Bear Market

How to Handle a Bear Market

We sat down with John O’Connell to get his experienced views on what’s actually occurring in the stock market at the moment and why it’s happening. John covers: Valuations, Investor sentiment, Strategies he’s deploying, Stocks he’s been adding to, How investors should handle a bear market, and much more. As usual, we humbly suggest it’s a good idea to listen to the opinions of a pro who’s seen it all in his more than 35 years prudently managing other people’s money.

read more
Hold Fast: Tips for 100-Bagger Stocks

Hold Fast: Tips for 100-Bagger Stocks

Subscribers who’ve been with us for a while will remember our interview with Chris Mayer, the author of 100-Baggers, and co-founder and Portfolio Manager of Woodlock House Family Capital. One of his essential principles to finding stocks that can increase by 100 times over many years was to not start selling at the first sign of market trouble. In his latest article, Mayer uses two examples – one historical and one current – to illustrate how focusing on certain fundamental financial principles will help investors hold fast with their stock positions in order to be richly rewarded long-term.

read more