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Shopify’s Crash…

Shopify’s Crash…

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...
How to Solve Amazon’s “Too Much Space” Problem

How to Solve Amazon’s “Too Much Space” Problem

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...
Shopify Cracks China with JD.com Deal

Shopify Cracks China with JD.com Deal

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...
26 High-Growth Cash-Rich Stocks to Hold Even If the Market Tumbles

26 High-Growth Cash-Rich Stocks to Hold Even If the Market Tumbles

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...
Watch the Replay: Bruce Campbell Live! Small-to-Mid Cap Stocks

Watch the Replay: Bruce Campbell Live! Small-to-Mid Cap Stocks

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...
« Older Entries
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  • Three New Videos: Economic Cycle Bottomed? Why This Market is Like ’87 & ’98-’99; This Stock Could Have Meta-Like Resurgence.
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  • “The Glass is Half-Full for the Companies We Own.”
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  • Why Economic and Earnings Recessions May Already Be Over
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  • Meta’s Big Plan to Grow WhatsApp
    May 20, 2023

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