A Christmas Miracle In Time for the New Year
December has been anything but a good month for bullish investors. With indexes falling as much as 16% intra-month, we were on the cusp of a bear market. There’s even the possibility we might still enter a bear market early…
Apple- A company to “Nibble” on
Apple is a company on everyone’s mind from hedge funds to analysts, and retail investors alike. Bulls argue that Apple’s ecosystem, brand recognition and huge ability to return capital to shareholders makes it attractive. Bears point to a potential lack…
Crescent Point- Too Cheap to Pass Up
Crescent Point (CPG on the TSX, NYSE) is a light oil and natural gas company with solid underlying assets in Saskatchewan, Alberta, and Utah. The company, being in Canada, is exposed to large differentials to WTI. However that exposure is…
Late Cycle – Investing Ideas for Equity Investors
As many investors get scared off by a mixture of volatility, and the fact we are very late cycle in the market, many investors are looking for places to mitigate risk on the downside, yet still be invested. If you’re…
Dollar Tree
Company Summary Dollar Tree is a low end retail store selling products within the range of a dollar or less. They sell a wide variety of products from health and beauty to frozen foods. Dollar tree operates around 15,000 locations…
IBM – A Big Acquisition for Big Blue
Big Blue, IBM, announced that yesterday that it reached a deal with cloud computing firm Red Hat to acquire them for 33.4 billion. A 62.84% premium on the stocks last traded price. Red Hat is a software firm specializing…
Vermillion Energy- the Safest Play in the Canadian Oil Patch
Vermillion Energy( VET- TSX, NYSE) is an integrated oil and gas company that operates in Canada, the USA, Netherlands, Germany, France, Britain, and the likes of Australia as well. They are one of our top picks for the energy sector…
Legalization
While the country might be sky high after legalization day, cannabis stocks are headed in the other direction. The day has finally come Years of anticipation, since Trudeau promised to legalize cannabis, have created one of the hottest markets…
The Art of the Pair Trade- Cannabis Investing and Hedging your Investment
Everything is always better in twos, especially trades. In this article we’re going to look at a hedge fund style trade idea for the cannabis space. This strategy will allow investors to hedge against a downturn in the cannabis market….
Open Text – A Discounted Stock with Potential
Open Text is a software firm based out of Waterloo Ontario. They specialize in Enterprise Information Management (EIM) solutions with heavy involvement in cloud computing. They focus on business to business sales and solutions. Open Text focuses on business to…
