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Stocktrades - Canadian Investment Research

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May 5, 2026

2 Top Canadian Stocks To Buy Now - One a Hidden AI Winner 馃憖

The creator discusses two Canadian AI stocks, Shopify and Tormmont Industries. Shopify recently reported earnings, showing solid growth but a slightly lower-than-expected outlook, causing the stock to dip. The creator believes Shopify will benefit from AI tailwinds despite market concerns. The second stock, Tormmont Industries, is highlighted for its dividend growth and hidden AI exposure.

2 mentions 路 0 linked signals

May 5, 2026

Will Alphabet #stock Cloud Segment Outpace Google Search? #stockmarket

The creator discusses Alphabet's cloud segment, highlighting its rapid growth and potential to surpass Google Search as the largest business segment. The analysis focuses on revenue figures and growth rates, suggesting a realistic possibility for this shift.

1 mentions 路 0 linked signals

Apr 30, 2026

Google Stock Just Crushed Earnings. Am I Still Buying At Record Highs?

The creator discusses Alphabet's (GOOGL) recent earnings report, highlighting its impressive growth and strong performance, particularly in Google Search and YouTube ads. Despite the stock trading at record highs, the creator remains bullish due to the company's scale, margin expansion, and ability to grow rapidly, even considering potential gains from investments.

1 mentions 路 1 linked signals

Apr 29, 2026

Canada's New $25 Billion Sovereign Wealth Fund Is Coming. Am I Buying?

The creator discusses Canada's new $25 billion sovereign wealth fund, the Canada Strong Fund, and its potential impact on Canadian investments. While acknowledging the idea of investing locally is positive, the creator expresses skepticism about the fund's dual objectives of growing the country and providing market-matching returns, citing potential conflicts. Concerns are also raised about the fund being debt-financed rather than surplus-funded, potential political influence, and the involvement of Brookfield, a major infrastructure investor. The creator will consider investing in the retail product if key factors like leadership, board appointments, and initial projects demonstrate a focus on reasonable returns.

2 mentions 路 0 linked signals

Apr 22, 2026

I Can't Stop Buying This Stock - Here's Exactly Why

The creator is a strong buyer of Uber (UBER), believing the market is overly bearish on the company. Despite a recent dip, Uber is seen as a cheap big tech stock trading at 16x earnings with significant free cash flow. The company has successfully transitioned from a cash-burning model to strong free cash flow generation, driven by its core mobility business and rapidly growing delivery segment.

1 mentions 路 1 linked signals

Mar 25, 2026

These Two Canadian Blue-Chips are Crashing - Am I Buying Right Now?

The creator discusses two Canadian blue-chip stocks, Shopify and Dollarama, which have recently experienced significant price drops. For Shopify, despite concerns about AI and economic slowdown, the creator sees a strong long-term opportunity due to its solid financials, growing payment segment, and attractive valuation. For Dollarama, the creator believes the recent sell-off is overdone, citing its strong historical performance and potential for future growth despite a minor miss in same-store sales guidance and investments in international expansion.

1 mentions 路 1 linked signals

Mar 19, 2026

Is This Popular Blue Chip Dividend Growth Stock Losing It's Edge?

The creator discusses Alimentation Couche-Tard's recent earnings report, highlighting concerns about slowing same-store sales growth, particularly in merchandise, which is not keeping pace with inflation. While acknowledging strong management, the creator believes the current valuation is too high given the company's limited internal growth prospects and increased risk appetite shown by attempted mega-acquisitions. The creator suggests a buy price in the low 60s or a mid-teens P/E multiple, which is not currently met.

1 mentions 路 0 linked signals

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