Workday
How this back-office software became mission critical.
Lockheed Martin
Do rising geopolitical tensions and a new space race present a reason to invest?
NVIDIA
Why crypto and graphics cards are breaking up – and they’re both better for it.
Moderna
Why “the software of life” is worth suing for.
Zoom
Don’t bet on people deleting the app.
Tesla
Why Elon isn’t a fan of EV tax credits.
Berkshire Hathaway
The earnings loss distracts, and we think the stock is undervalued right now.
Bausch Health
How one court ruling cut a stock price in half.
Nio
How the Chinese rival to Tesla is charging ahead.
BlackBerry
Why this reformed meme stock is now undervalued.
Rogers
The outage might have been a buying opportunity.
Alibaba
This is what happens when marketplaces become Big Data.
Pepsi
More money in snacks than soda.
Quebecor
Why the deal to buy Freedom mobile makes a lot of sense.
Best Buy
Why they're not only surviving, but stronger.
Airbnb
We’ve reached critical mass.
Dollar Tree
What happens when the dollar store gets expensive?
Shopify
Has peak e-commerce already passed?
McDonald's
What nearly a thousand stores closing looks like.
Netflix
Password sharing doesn’t seem to be the problem.
3M
How a legion of engineers delivers ‘economies of scope’.
Linde
Surprised the world’s largest industrial gas supplier leads the pack on ESG?
Equifax
Put the breach in the back mirror.
Adobe
Unencumbered dominance.
CP Rail
Why the strike wasn’t meant to last.
Wayfair
This is what happens when malls re-open.
RBC
Can you beat Canadian banks right now?
Chipotle
Are burritos inflation-proof?
Take-Two
What happens when Grand Theft Auto meets Farmville?
CN Rail
When everything gets expensive, how important is cheap shipping?
Apple
Maybe it’s time for Buffett to take some profits.
CI Financial
This company’s been aggressively acquiring wealth (management).
Coca-Cola
Here’s the real secret ingredient.
Hershey's
This chocolate stock can’t keep up with investor demands.
Roblox
This could be where the screen time is going.
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.
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.
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.
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.
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.
