Browsing Category
MARKETINSIGHTS
285 posts
Microsoft’s Cloud Growth Set to Speed Up
We raise our fair value estimate for wide-moat Microsoft (MSFT) to $490 per share, from $435 after the company…
Top Canoe Equity Charts Show Higher Returns Than Technology Stocks
Canoe Equity Portfolio Class F The returns of stock funds have been dominated by a handful of names over the…
Fidelity’s Biggest Allocation Series Ventures into Alternative Investments
Many Canadian allocation funds have added alternative investments to their portfolios, especially since stocks…
Is Palantir Stock a Buy or Sell Heading into Earnings?
Growth in forward-looking metrics is incredibly important. If the bootcamps the company has been running are…
BoC Rate Cut Brings Positive Prospects for Mortgage Rates in Canada
If you own a home or are thinking of buying one, the Bank of Canada brought some significant good news this past…
Crowdstrike: Our Perspective Differs from the Market’s View on…
Investor confidence in CrowdStrike Holdings (CRWD) has plummeted following the global IT outage caused by a…
Is Meta a Buy, Sell, or Hold ahead of Earnings?
Given the maturity of Facebook and Instagram, can the firm continue its streak of impressive usage gains? Daily…
Top Three Picks for Cybersecurity Stocks
Cybersecurity companies are back in the spotlight. While the news hasn’t been necessarily been good, there are…
.jpg?w=800&resize=800,500&ssl=1 "Bank of Canada Faces Easier Inflation Pressures")
Bank of Canada Faces Easier Inflation Pressures
Citing greater comfort with the inflation outlook and slack in the labor market, the Bank of Canada cut interest…
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/347BSP2KJNBCLKVD7DGXSFLDLU.jpg?w=800&resize=800,500&ssl=1 "Tesla’s Q2 Progress: Affordable Vehicle Remains on Schedule for…")
Tesla’s Q2 Progress: Affordable Vehicle Remains on Schedule for…
Tesla’s TSLA second-quarter results were largely in line with our view for the cadence of the year.…