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September 1, 2023
Shares of Swiss-based On Holding sold off after second-quarter earnings. Investors may have moved too quickly.
February 3, 2023
The Toronto-Dominion Bank is one of the highest quality companies on earth and my favorite Canadian bank. Read more to see why I think TD is the ultimate SWAN.
January 26, 2023
Enbridge is the only dividend aristocrat in midstream, with a 28-year dividend growth streak thats expected to reach 33 years by 2027. See why ENB is a Buy.
December 30, 2022
Intel has run into endless problems as its moat has deteriorated. In contrast, Cisco is firing on all cylinders. Read why I rate INTC a Hold & CSCO a Buy.
November 3, 2022
Meta Platforms and Google have been crushed in recent weeks, as advertising has slowed with the economy. See why GOOG stock is slightly better than META stock.
October 27, 2022
Bear markets are glorious for long-term investors seeking to lock in safe ultra-yields. See why VZ, EPD and HIW are wonderful ways to earn very safe yields.
October 7, 2022
Taiwan Semi is not just a good or a strong buy, I think it's a classic Buffett-style, anti-bubble, table-pounding ultra value buy. See my 3 reasons to buy TSM.
September 6, 2022
3M is 38% undervalued and trading at the best valuation in 12 years. See why ENB, ALIZY, and VFC are alternatives with higher safe yields, and greater long-term return potential.
September 1, 2022
Adidas could generate about 5.2X faster real income growth than the S&P 500 and 18X faster income growth than a 60/40. See why I'm bullish on adidas stock.
July 17, 2022
We're confident that anyone buying National Bank of Canada stock at today's attractive 8.8X earnings will be pleased with the result in 5+ years. Read more.