Okta
An app that isn’t likely to be deleted any time soon.
TripAdvisor
Don’t underestimate the return to travel.
Winnebago Industries
More than a massive RV backlog.
PayPal
We’re not sure there were shared interests in a Pinterest deal anyway.
BlackRock
9 trillion dollars generates a lot of interest.
John Deere
10,000 workers on strike and we already think they’re overpriced.
NextEra Energy
Solar making up 40% of electricity supply by 2035?
AIG
We're far from the Lehman days.
Ventas
A customer base set to nearly double – are you surprised it’s senior housing?
Costco
Why the share price isn’t much of a bargain.
Harley-Davidson
Times a-changin'.
Monster Energy
A Red Bull you can own.
Hain Celestial
An attractive acquisition target that’s better than the sum of its parts.
Coinbase
Why the price of bitcoin will be key.
Canadian Tire
The iconic store needs to digitize to survive.
Visa
The company could improve already ample margins by collecting fees on future payments, credit, debit or mobile.
Constellation Brands
The preferred form of Corona - especially in your portfolio.
CNOOC
Chinese oil set to benefit from high gas prices for time to come.
Nutrien
The latest hot commodity.
Enbridge
The market’s moving away from the oil sands.
Spotify
Content remains king.
Air Canada
It takes two vaccinated countries to travel.
Airbnb
Doubtful it'll get back to the pre-pandemic days.
BlackBerry
Got that hype stock fever? Consider this first.
Salesforce.com
They’re building an empire.
BRP
Want a Sea-Doo? Get in line.
Square
Cash App over crypto.
Moderna
Strengths that are also weaknesses.
Tesla
If Elon ends up delivering, we might need to raise our fair value to US$1,500 a share.
Advanced Micro Devices
AMD gives Intel a run for their money.
Intel
Electric air taxis?.
George Weston Ltd
Weston slices off the bread business as the prodigal son rises.
Green Thumb Industries
We increased our fair value for the U.S. cannabis giant – and a word on pay-to-play allegations.
Norwegian Cruise Line
We’re raising our fair value estimate – a bit - as we expect passenger levels above 2019 by 2023.
Curaleaf
We raised our fair value for the cannabis giant taking on Canopy in Europe.
NVIDIA
Can ‘supercomputers on wheels’ save sales in a crypto downturn?
Bumble
The youngest female leader of a public company in the U.S. takes on Tinder.
Omnicom
Don’t forget about the advertising sector outside of FAANG stocks.
Canadian National Railway
Take some time to appreciate 20 years of outperformance.
Facebook
The power is consolidating, if you’re okay with that.
Pandora
Apparently, bracelets are pandemic-proof.
Teladoc
The company eliminating waiting rooms at the doctor’s office.
Zillow
Feeling Lucky? This is likely the most expensive stock in America!
Hershey's
‘Tis the season?
Palantir
It’s not the Matrix.
Husky
Or should we say, Cenovus, looks well-positioned to benefit from a potential oil shortage.
Norbord
Wood’s on fire right now.
Ford
The legendary pony takes on Tesla and aims for pole position on profitability.
Facebook
It’s carrying the communications sector – but here comes TikTok.
TD Bank
Look out, Questrade.
BlackBerry
Is it back from the dead?
Macy's
Will the struggling retailer become the new Sears?
Enbridge
The pipeline is back in action after the court order was lifted: does it matter?
HSBC
Better know your responsibility risks if you’re investing in banking.
CIBC
Are the glory days over? Or is this just a new beginning?
Curaleaf
U.S. cannabis surges: But guess who wants the taxes.
