Magna acquires Veoneer for $3.8 billion in cash. The combination of the two businesses and the addition of relevant engineering and software expertise, reinforce its portfolio and industry position. [more]
The cannabis industry is dominated by the big four companies and these companies have emerged as the industry leaders. They benefit from factors including access to the lowest cost of institutional capital, scale, proven management talent, track records, strong balance sheets, and licensing credibility. [more]
We updated our Seasonality Chart last month and made significant changes, including updating the beginning-and-end dates for the periods of seasonality strength, and adding a further ten industry sectors. The Canadian and U.S. markets continue to perform well against all historical odds. How long will this continue before there is a meaningful pull-back? We think that we are getting close to a market reckoning. [more]
eResearch published a 27-page Valuation Research Report on StageZero using three valuation methodologies: (1) Comparative Company Analysis using Revenue, (2) Prior Mergers and Acquisitions Analysis, and (3) Discounted Cash Flow. Using the three methodologies and various revenue & growth assumptions, the results estimated the stock price between $0.67 and $14.14. [more]
The value of the Portfolio on June 25 was $522,977, up 1.2% from the $516,655 value recorded two weeks ago, and up 4.6% since its inception on June 1. For comparative purposes, the S&P/TSX Composite Index gained 0.5% in the last two weeks and 2.5% since inception. [more]
For intermediate- to longer-term investors, it might be propitious to take a position in a gold ETF before the seasonal strength for gold starts in July. Looking at the short-term for gold ETFs, the June break-down, particularly with the gap lower, suggests bearish tendencies. [more]
Last week, Fandom Sports released odds-line wagering across the entire Fandom Sports platform that includes game titles such as Call of Duty, FIFA, and Overwatch. This new functionality is in addition to the peer-to-peer wagering and actionable predictions features released earlier this month. Fandom Sports’ recently published “Gaming Industry & Peer Analysis” report highlights the Esports industry and growth, and a peer comparison shows Fandom Sports’ upside potential. [more]
14-page Update Equity Research Reports on EQ’s Q1/2021 financial results. EQ’s data solutions revenue, recently its fastest-growing segment, increased 12% year-over-year to $0.48 million in Q1/2021. Due to seasonality & COVID-19 impacts, overall revenue for Q1/2021 was $1.75 million, down from $2.20 million in Q1/2020 but slightly higher than our estimate of $1.70 million. [more]
Renforth continues to release drill results from its current 15,569m drill program aimed at growing its NI 43-101 project resource of 281,800 gold ounces at 1.77 g/t. The drill program is focused on infill drilling, extending the resource at depth, and twinning some previous drilling from 1986 to 1993 in order to incorporate those results into a new resource estimate, which will be completed upon receipt of all the assays, presently 16 holes remain outstanding. [more]
The Top-Ten Dividend Yield Portfolio is designed with a longer-term perspective. As such, we will update it every two weeks, using Friday’s closing prices. Essentially, it will be a Buy-and-Hold portfolio, with minimal trading involved. The Portfolio will be appropriately invested but, if circumstances warrant, there could be a sizable cash component. The Portfolio was initiated on June 1, 2021 with a full complement of ten stocks. The initial investment, at inception, was $500,000. [more]
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