by Mark Bunting | May 13, 2022 | Big Picture, Canada, Disruption, E-Commerce, 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 | Jan 18, 2022 | Blogs, Disruption, E-Commerce, Investing, Stocks, Technology
Shares of Shopify, like most technology companies lately, are getting battered around. But it’s business as usual for the e-commerce leader as the firm has struck a partnership deal with large Chinese online player JD.com. TD Securities sent a note to its...
by Uncommon Sense Investor | Jun 26, 2021 | Blogs, Canada, Investing, Media, Stocks, Technology, Top Ideas, United States
Here are 26 stock ideas to consider, based on five key criteria, even if the broader market pulls back, corrects or has an even more dramatic drop. This article is written by Peter Hodson, the Founder and Head of Research at 5i Research, and originally appeared in the...
by Mark Bunting | Apr 7, 2021 | Big Picture, Canada, Disruption, E-Commerce, Healthcare, Interviews, Investing, Stocks, Technology, United States, Videos
Lots of excellent insight today from Bruce Campbell on his Small-to-Mid Cap investing style. The Founder & Portfolio Manager of StoneCastle Investment Management, who runs the number two ranked Purpose Canadian Equity Growth Fund, and the StoneCastle Cannabis...
