Hey there [FIRST NAME GOES HERE]. We’ve got a jam-packed e-mail today, including a huge new project we’re taking on (and one that Premium members will have access to for free if they choose).
First lets get started with a brand new addition to our Bull List.
We’ve decided to add Telus International (TSE:TIXT) to our Bull List
It is no secret that Telus has been one of our favorite telecoms in the country. It is one of the best managed, has attractive dividend growth rates, and is the fastest-growing in the space. One of the reasons it is fast-growing is because it is more than just a telecom company, and has its hands in many different areas.
The problem with this is that the markets don’t necessarily recognize it. So when Telus spun out Telus International last year, our ears perked up. For years, this segment contributed to the company’s growth and yet went largely unnoticed.
That being said, we wanted to give the company a chance to prove itself as a standalone, publicly-traded company. A year later, it has done just that. The company has topped estimates in every quarter and is growing at an impressive clip.
TELUS International Inc is a digital customer experience innovator that designs, builds, and delivers next-generation solutions. Its clients include companies across several verticals, including Tech and Games, Communications and Media, eCommerce and FinTech, Healthcare and Travel, and Hospitality.
The solutions offered by the company include Digital Experience, Customer Experience, Advisory services, and Back Office and Automation among other services. Geographically, it derives the majority of its revenue from the Philippines.
Of note, we reached out to Telus International in our initial due diligence and the company stated that the current war in Ukraine/Russia will have zero impact on its business.
Since the stock is down by approximately 20% (it was down 30% when we identified it for inclusion), we think it provides an excellent entry point. It is also not as risky as some other high-growth stocks. The company is profitable and generates a good amount of cash flow.
It is also worth noting that the company spent the last year deleveraging from its Lionbridge AI acquisition. Now that it has, it is well-positioned to make another M&A splash. Even if it doesn’t, there is still some healthy double-digit organic growth to look forward to.
Have a read of our full report on TELUS International.
Alimentation Couche-Tard earnings
There was only one company on our lists that reported earnings last week, Alimentation Couche-Tard. This Foundational stock did quite well as earnings of $0.70 beat by $0.06 and revenue of $18.576B beat expectations for $17.991B. This represented YoY growth of 20% and 5.8% respectively.
The company also announced it repurchased 46.8M shares under its NCIB (Normal-Course Issuer Bid) and it plans to renew the program for another 12-months in April, with a limit of 10% of its public float. We’ve talked about this before. If Alimentation can’t close on acquisitions, it is likely to continue buying back shares.
The company ended the week up 7.86% and has now recouped all its losses in 2022. In fact, at $53.09 per share, it is now within striking distance of its all-time high ($55.42).
Our Discord AMA with Neo Exchange’s Erik Sloane
Although our Q&A features will be on the Discord due to the simplicity of the platform and its ability to host live events, we realize that less than half of our member base uses our Discord. Don’t worry if you missed the live event or miss one in the future, we’ve got you covered.
This was an outstanding Q&A session with Erik, and it should allow us to promote this and potentially get more people into the channel and speaking to Premium members.
In fact, we have reached out to some CEOs from companies being featured here at Premium and they’re interested in being a part of Q&A sessions. We are hoping to reach some agreements soon. We’ll keep you in the loop on this.
But if you’re looking to listen to the Q&A, we’ve uploaded it to Youtube as a private video. You can click below to watch it. And, feel free to drop any questions you may have on the Youtube video as well.
Click here to listen to the Q&A
The launch of our Stocktrades NFT
Over the last year, Mat and I have spent some time exploring and integrating ourselves into the world of Web 3.0 and NFTs. With NFT sales shattering all-time records on close to a monthly basis and millions of people on waitlists for new platforms, we felt it would be a disservice to Stocktrades Premium members if we didn’t investigate the space extensively.
We have slowly realized that there is much more to the space than meets the eye, and there is a significant amount of misinformation out there among the self-directed investment community about Web 3.0 and NFTs in general.
There are few platforms out there that are focusing on education in the NFT space. Considering the exponential growth the industry will be going through over the next few years and the number of retail investors that will inevitably want to be exposed to it, we felt it was our job to establish a trusted source of information when it comes to NFT education and research.
With that, we’ve decided to begin the process of building our own NFT, one that Premium members will have access to for FREE!
As promised time and again, we don’t upsell Stocktrades Premium members. And as a result, when our project does launch (and we’re still a ways away from that) if you have an active membership, you will be placed on an exclusive list, eligible to grab our NFT for simply the “gas fees” (transaction costs).
We also have something in development that could potentially allow you to link your Premium subscription to the NFT, making your subscription tradable. This trend is taking hold in European countries and provides an underlying value to your NFT right at the get-go.
The first stage of the project will be to simply educate those new to the space, along with providing strong investment opportunities in the space itself. However, we have much larger plans over the long term.
Although we would highly suggest Premium members go through our educational content over the next few months, which will aim to teach the absolute bare-bones elements to get started all the way up to grabbing your first NFT, this is completely optional, and will not change anything at Stocktrades Premium.
You will have the opportunity to grab our NFT for simply the transaction costs, while the public will have to pay ~$210 to do the same. Or, you can simply choose not to. The choice is ultimately yours.
This e-mail is a simple introduction to what we’re doing. Over the next while, we’ll be filling members in on more in-depth information about the project.
It’s an exciting endeavor, quite possibly the biggest since we launched Premium itself. You won’t want to miss out on this. As always, feel free to drop a question on the Discord, in the Q&A, or even reply to this e-mail and I’ll happily respond.
