Alphabet Stock Looks Unstoppable Right Now – Here’s Why
Key takeaways Cloud margins are the key swing factor for earnings growth Search and YouTube still deliver strong cash generation...
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.
Key takeaways Cloud margins are the key swing factor for earnings growth Search and YouTube still deliver strong cash generation...
Key takeaways Upgrade cycles are slowing, putting pressure on hardware-driven growth China demand remains uncertain, even as production stays steady...
Key takeaways Valuation is in bubble territory, demanding perfection in terms of results Government contracts provide stability but won’t drive...
In this week’s newsletter, I’m going to be diving into the final set of Stocktrades Premium highlighted companies that have...
Key takeaways Tesla’s future depends on stabilizing auto margins as competition grows New bets in autonomy and robotics could help,...
Key takeaways Nvidia’s growth depends on sustained demand for AI infrastructure Data centre revenue now drives the bulk of earnings...
Key takeaways Earnings and capital returns show steady progress Growth in Asia offsets weaker U.S. results Dividend strength and buybacks...
Key takeaways Brookfield’s fee-driven model and capital base remain strong Growth potential lies in new infrastructure and technology exposure Valuation...
It is that time of year again! Canadian bank earnings. Every quarter, I do a dive into every Big 6...
This month’s newsletter will be an interesting one, as I am going to structure it around getting exposure to equities...