Stella Jones (TSX : SJ) is a publicly-listed lumber and wood production company based in Saint-Laurent, Quebec. But this isn’t your average lumber company, it has key footholds in important sub-industries of the classic wood cutting business, making comparisons to other lumber and wood companies hard to make. Utility poles (40% of sales) increased to $1,227mContinue reading “Stella-Jones Analysis – October 2023”
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Vermillion Energy Analysis – September 2023
Vermillion Energy (TSX : VET) is a publicly-listed oil & gas exploration and production company. It is headquartered in Calgary, Alberta. Vermillion used to have a high-paying dividend until the co-vid pandemic forced the company to cut it. It has spent recent years paying off its debt and is set to re-establish its dividend after itContinue reading “Vermillion Energy Analysis – September 2023”
General Mills Analysis – September 2023
General Mills (NYSE: GIS) is a publicly-listed consumer-defensive company that focuses on packaged foods. It has had a rough year with its stock price down almost 18% from a year ago. Is it a buying opportunity? Compared to its peers, it is fairly valued but generally more profitable with higher-quality and healthier products. The companyContinue reading “General Mills Analysis – September 2023”
British American Tobacco Analysis – September 2023
British American Tobacco is a publicly-listed tobacco company (ADR: BTI) that sells cigarettes, vaping products, Tobacco Heating Products (THP), oral tobacco and nicotine pouches. It operates under brand names Vuse, glo, Velo, Grizzly, Kodiak, Dunhill, Kent, Lucky Strike, Pall Mall, Rothmans, Camel, Natural American Spirit, Newport, Vogue, Viceroy, Kool, Peter Stuyvesant, Craven A, State ExpressContinue reading “British American Tobacco Analysis – September 2023”
Orsted Analysis – September 2023
Orsted is a publicly traded renewable utilities company based in Denmark. It recently reported an impairment on US operations that saw its stock price tumble 25%. Orsted is a global leader in offshore wind projects with onshore and solar production aswell. It also has bets on futuristic technologies like renewable hydrogen and bioenergies. Unlike rivals,Continue reading “Orsted Analysis – September 2023”
Commercial Real Estate Time-bomb – July 2023
Small and regional banks across the United States might have trouble staying solvent as news of their exposure to office space slowly starts to emerge. Between now and 2027, a large portion of banks commercial property loans are maturing, further stacking pressure on fragile lenders already teetering under bond losses. Among those most exposed areContinue reading “Commercial Real Estate Time-bomb – July 2023”
AI and Nuvei (June 2023)
Increasing productivity gains through new machines have automated swathes of agriculture and manufacturing, driving down the relative price of their outputs. As a result, people have spent a greater share of their incomes on industries such as education, health care and recreation, which have not seen the same productivity gains. Overtime gross domestic product figures willContinue reading “AI and Nuvei (June 2023)”
Reverse Repo and Bailouts – April 2023
By 2022, money market funds have deposited $1.7trn in the fed’s overnight reverse-repo facility. They agree to buy a security from the fed and resell it back later at a given price (usually higher). But the rates on overnight transactions have jumped from 0.05% in February 2022 to 4.8% today, offering better rates and higher-qualityContinue reading “Reverse Repo and Bailouts – April 2023”
Ford Analysis – March 2023
Ford motor company (NYSE: F) is in the midst of a transformation. The company is evolving into an electric vehicle leader. Although its EV segment is very slowly taking off, its investments towards a gas-free world will emerge over the next few years. Ford can tap into recently legislated tax credits of up to $7,500Continue reading “Ford Analysis – March 2023”
Paramount Global Analysis – February 2023
Paramount Global (NASDAQ : PARA), a media company formerly known as ViacomCBS, missed earnings estimates in its most recent quarter losing nearly 6%. Is it a buying opportunity? Lets look at the company. Paramount Global is a multi-faceted company. It has instantly recognizable cable networks, movies and shows. To name a few: Paramount Pictures, Miramax, CBSContinue reading “Paramount Global Analysis – February 2023”
Devlin Demontigny 