Kevin Smith
News Writer
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Tourmaline Oil Corp: A league of its own
Tourmaline, Canada's largest natural gas producer, was once one of the most lucrative investments in Zonebourse's U.S. portfolio when, during the pandemic, our momentum strategies led us to overweight the commodities sector.
March 06, 2023 at 09:57 am
The Descartes Systems Group Inc: A clean slate
Among the aristocracy of the software industry, there are a few lords. Two of them are Canadian: Mark Leonard's group, Constellation Software, and the true pioneer of the SaaS model, Descartes Systems Group, whose expertise is focused on the logistics business.
March 03, 2023 at 05:49 am
Zoom Video Communications: Growth slowing down, a direct bet on a buyout?
A symbol of the speculative excesses of the last few years, the video conferencing specialist was trading at the height of the pandemic at more than 150 times its profits.
March 01, 2023 at 11:59 am
Fastenal: A remarkably well managed company
Fastenal is a distributor of screws, nuts, and other small tools founded in Minnesota sixty years ago, and is the number one in its sector. It is very well known among investors for its unparalleled success, as the stock was for a long time the best performing financial instrument on the North American markets.
February 23, 2023 at 10:42 am
Paramount Global : The Top Gun of entertainment
Formerly ViacomCBS, Paramount Global is a media and entertainment monster. We already talked about the group last summer during our overview of the streaming industry. We return to this stock today with an interesting news: Berkshire Hathaway, Warren Buffett's group, has been steadily increasing its stake in the company over the past few months and now owns 15% of this global empire.
February 03, 2023 at 04:11 am
How does Shake Shack measure up to the competition?
Shake Shack calls itself a modern day “roadside” burger stand serving a classic American menu of burgers, hot dogs, crinkle-cut fries, shakes, frozen custard, beer and wine. In just a few years it went from a small hotdog stand to a multinational. But is it a good stock to invest in?
December 26, 2022 at 09:05 am
Why is Warren investing in TSMC?
It's a rather unexpected move: Warren Buffett bought millions of shares in the Taiwanese high-end microprocessor manufacturer this fall. This comes at a time when tensions are high between China and the US over semiconductors. This also goes against what the American billionaire previously said about the sector.
November 24, 2022 at 11:50 am
T-Mobile US : A telecom company like no other
At the end of 1999, Deutsche Telekom AG, then the largest German telecommunications operator, created an American subsidiary: T-Mobile. The American branch of Deutsche Telekom, a tiny player with colossal resources, made a series of acquisitions in a market that was in the early stages of massive consolidation. In addition to remarkable timing, the execution of the M&A operations was outstanding. Combined, these two characteristics allowed T-Mobile to become the third largest US telecom company in just a few years.
November 03, 2022 at 12:49 pm
The Palantir mystery
Palantir promises to build custom solutions for its customers that will give them a definitive advantage and will relegate the competition to "a perpetual game of catch-up," to use the words on the group's website. Since this description applies to just about every digital company, let's dig further to find out if the American company, which went public in 2020, has more to offer than others.
October 13, 2022 at 11:36 am
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