by Uncommon Sense Investor | Feb 10, 2023 | Big Picture, Blogs, Canada, E-Commerce, Investing, Stocks, Top Ideas
One of the best stock ideas for 2023 from our all-star roster of stock pickers is on a tear. This is a well-known company that’s been around for more than 100 years and is born anew after taking advantage of COVID-19 to restructure under creditor protection. A...
by Uncommon Sense Investor | Jan 31, 2023 | Big Picture, Blogs, Canada, Financial Planning, Investing, Stocks, United States
Jeremy Grantham was right. The legendary investor, bubble historian and Long-Term Investment Strategist and Co-Founder of GMO, wrote about a year ago that the stock market “super-bubble” was starting to unwind. His confidence came from studying what he...
by John O'Connell | Dec 29, 2022 | Big Picture, Blogs, Canada, Financial Planning, Investing, Stocks, United States
If there’s one word that encapsulated the stock market this year, it would be “unpredictable.” In a way, “awful” would also work. The 20% year-to-date collapse in the S&P 500 Index is the worst year since 2008. Happy holidays, indeed. I wrote at the end of last...
by Uncommon Sense Investor | Nov 21, 2022 | Blogs, Investing, Media, Stocks, Technology, Top Ideas, United States
We try very hard to not have our headlines smack of hyperbole. This one, we acknowledge, walks a fine line. In this case, we’re essentially the messenger as we came across an article in the venerable Barron’s, which cites research into companies that grow...
by Uncommon Sense Investor | Jul 12, 2022 | Big Picture, Blogs, Investing, Stocks
Equity research analysts are usually the last ones to succumb to negativity. That’s partly because the firms they work for often conduct investment banking business with the companies they cover. While the so-called Chinese Wall is supposed to exist whereby...
