As relatively hard-to-value, index-heavy Technology stocks tumble and questions about the economic growth story unfold, it may be time to add defensive positions to your portfolio. Leading brewer and consumer staple Molson Coors offers downside protection, with a compelling moat and strategic growth investments to counter industry headwinds. Showing over 35% upside ahead of earnings,…
As relatively hard-to-value, index-heavy Technology stocks tumble and questions about the economic growth story unfold, it may be time to add defensive positions to your portfolio. Leading brewer and consumer staple Molson Coors offers downside protection, with a compelling moat and strategic growth investments to counter industry headwinds. Showing over 35% upside ahead of earnings,…
The BOC left the interest rate unchanged at 1.25% as most economists had expected. Markets priced in a 20% chance of a hike. The USD/CAD jumped to a high of 1.2635 as the statement pledged caution regarding raising the interest rates. This was not new but perhaps some had expected a more hawkish tone. In addition, the…
The BOC left the interest rate unchanged at 1.25% as most economists had expected. Markets priced in a 20% chance of a hike. The USD/CAD jumped to a high of 1.2635 as the statement pledged caution regarding raising the interest rates. This was not new but perhaps some had expected a more hawkish tone. In addition, the…
In games deal making there’s Tencent, then there’s everyone else. Tencent led or participated in over $4 of every $10 invested in games companies worldwide in the 12 months to Q1 2018. It was involved either sell-side or buy-side in over three-quarters of all games M&A deal value (i.e. dollars) in the same period. And…
In games deal making there’s Tencent, then there’s everyone else. Tencent led or participated in over $4 of every $10 invested in games companies worldwide in the 12 months to Q1 2018. It was involved either sell-side or buy-side in over three-quarters of all games M&A deal value (i.e. dollars) in the same period. And…
While the outlook for the Canadian dollar looked dire just a few months ago, the currency appears to have recently turned a corner. After looking oversold in late March, the currency managed to strengthen thanks to a rebound in crude oil prices. Two weeks later, the Canadian dollar received more good news as the Trump…
While the outlook for the Canadian dollar looked dire just a few months ago, the currency appears to have recently turned a corner. After looking oversold in late March, the currency managed to strengthen thanks to a rebound in crude oil prices. Two weeks later, the Canadian dollar received more good news as the Trump…
With the performance of Netflix (NFLX) yesterday and the market follow through today, the FANG Stock Index is about to hit new all time highs. That is important when considering how much bearishness came to the fore with negative macro news over the last two months. FANG leading tech even with FANG component Facebook’s (FB) negative data privacy headwinds,…
With the performance of Netflix (NFLX) yesterday and the market follow through today, the FANG Stock Index is about to hit new all time highs. That is important when considering how much bearishness came to the fore with negative macro news over the last two months. FANG leading tech even with FANG component Facebook’s (FB) negative data privacy headwinds,…
