by Uncommon Sense Investor | Sep 15, 2022 | Big Picture, Blogs, Disruption, E-Commerce, Investing, Media, Stocks, Technology, Top Ideas
We know stocks are generally down this year. And we know the so-called MegaCap-8 stocks – Netflix, Nvidia, Meta, Alphabet, Microsoft, Amazon, Tesla, and Apple – have also been hit. But it’s instructive and interesting to compare and contrast the...
by Uncommon Sense Investor | Jan 10, 2022 | Big Picture, Blogs, Interviews, Investing, Media
Billionaire Howard Marks tells a great story about joining the investment research department at Citibank for a summer job in 1968 when the Nifty 50 stocks were all the rage trading at as much as 80 times earnings. Xerox, Kodak, and Polaroid, among them. Marks,...
by Uncommon Sense Investor | Nov 18, 2021 | Big Picture, Blogs, Disruption, E-Commerce, Investing, Media, Stocks, Technology, Top Ideas, United States
by Jerad Wittenstein, Bloomberg 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...
by Mark Bunting | Oct 25, 2021 | Blogs, Canada, Investing, Media, Stocks, Top Ideas
We check in with Jesse Felder for his view that gold miners are criminally undervalued right now and could be coiled and ready for a big run-up that could exceed the epic move for FAANG stocks. The Founder, Publisher & Editor of the Felder Report also features a...
by Uncommon Sense Investor | Aug 2, 2021 | Banking, Big Picture, Blogs, Canada, E-Commerce, Financials, Interviews, Investing, Media, Stocks, Technology, Top Ideas, United States
John O’Connell is not afraid to go very heavy on large capitalization, multinational U.S. stock names. The Chairman & CEO of Davis Rea Investment Counsel simply believes it’s the place to be. O’Connell is featured in a Special to The Globe &...