Key takeaways Dividend appeal depends on cash flow keeping up with debt Regulated gas utilities provide steadier growth than pipelines...
Hey there, Dan again, back at you with another edition of the ETF Insights newsletter. For this month’s newsletter, I’m...
Key takeaways Leadership change brings execution risk despite strong foundations Insurance margins and investment discipline drive long-term value Large cash...
It seems a bit extreme to say the Canadian markets have been “rocked” by news coming from Constellation Software. However,...
Key takeaways Revenue momentum holds, but weaker cash flow raises concern Core cloud margins face pressure from costs and competition...
Hey there. As I’ve mentioned a few times over the last few newsletters, I’m struggling to find a lot of...
Key takeaways Earnings strength depends on stable margins and disciplined cost control Expansion outside Quebec adds growth but raises integration...
Key takeaways Strong ad business keeps funding growth but faces rising cost pressure Slower user growth shifts focus to engagement...
I am currently deep in the hunt for a new Bull List addition. However, as you can probably imagine, it...
Key takeaways AI demand supports growth but must prove margin durability Cloud revenue momentum is intact, yet costs pressure profitability...