December 21, 2025 – Bull List Addition & Removal
Before I get started with this week’s newsletter, which features the addition of a Canadian company to the Bull List,...
Dan Kent is the co-founder of Stocktrades.ca, one of Canada's largest self-directed investing platforms, serving over 1,800 Premium members and more than 1.4 million annual readers. He has been investing in Canadian and U.S. equities since 2009 and holds the Canadian Securities Course designation.
Dan's investing approach is rooted in GARP — Growth at a Reasonable Price — focusing on companies with durable competitive advantages, strong fundamentals, and reasonable valuations. He publishes his real portfolio in full, logging every transaction and sharing the reasoning behind every move, a level of transparency rare in the Canadian investment research space.
His work has been featured in the Globe and Mail, Forbes, Business Insider, CBC, and Yahoo Finance. He also co-hosts The Canadian Investor podcast, one of Canada's most listened-to investing podcasts.
Dan believes that every Canadian investor deserves access to institutional-quality research without the institutional price tag — and that the best investing decisions come from data, discipline, and a community of people who are in it together.
Before I get started with this week’s newsletter, which features the addition of a Canadian company to the Bull List,...
Key takeaways Strong sales and earnings growth driving massive near-term momentum Margins lead the story, but the company might be...
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I’ve had a lot of requests to do a newsletter on potential opportunities when it comes to tax-loss harvesting. Not...
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It’s that time of year again, Big Bank earnings. Despite all the doom and gloom about the Canadian economy, Canadian...
Key takeaways Balanced growth and margin discipline support long-term stability Expansion and acquisitions drive potential but add execution risk Shares...
Key takeaways Topicus shows steady recurring revenue but organic growth is slowing Acquisition integration is under scrutiny with Mark Leonard...