October 26, 2025 – Portfolio Moves, Earnings Insights & More
What a wild week on the markets. I know I have mentioned that a lot of this feels like 2021....
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.
What a wild week on the markets. I know I have mentioned that a lot of this feels like 2021....
Today’s newsletter will be short and sweet, as the bulk of the content will be in my report for the...
Lots of volatility to close out the week as Trump has yet again threatened additional and heightened tariffs on China....
Key takeaways Earnings growth depends on steady bulk and energy volumes Efficiency gains support margins but face execution risk Valuation...
Key takeaways Profit margins remain under pressure from higher care costs Optum continues to support earnings but growth has cooled...
Key takeaways Membership fees keep profits steady, but growth relies on expansion and spending trends E‑commerce and private labels offer...
It has been a while since I last sent out an update on my model portfolios here at Stocktrades Premium....
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...