White Falcon Capital Management, an investment fund manager, released its second quarter 2023 investor letter. A copy of the same can be downloaded here. In the second quarter, the fund was up 6.9% compared to the S&P 500 (CAD), the MSCI All Country (CAD), and the S&P TSX’s returns of 6.5%, 3.9%, and 1.2%, respectively. In […]...
Continue ReadingWant to give your savings a lift? Read on for ways to do so at a time when you may also be grappling with having kids home for the summer...
Continue ReadingThere are some good reasons to be optimistic about Wayfair (NYSE: W) over the long term. It commands a strong market position in the digital selling channel for home furnishings, which is projected to expand as an industry for many years. The move could be similar to how consumer electronics sales shifted away from brick-and-mortar retail in the past decade, lifting sales and earnings for leading companies in that niche like Amazon...
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Continue ReadingThe core measure of inflation is in rapid decline, and that's a positive for the stock market...
Continue ReadingWhen Twilio (NYSE: TWLO) went public in 2016, it initially impressed investors with the disruptive potential of its cloud-based services. It allowed developers to easily add voice calls, text messages, and security verification tools to their apps by outsourcing those features to its cloud platform with just a few lines of code. Twilio's first-mover advantage in this space, along with the expansion of the mobile app market, boosted its annual revenue at a whopping compound annual growth rate (CAGR) of 55% between 2016 and 2022...
Continue ReadingCoca-Cola, American Express, Moody's, Procter & Gamble and Amazon.com have been highlighted in this Value Investor article...
Continue ReadingThe goal is to reach $6,600 in estimated annual dividends by the end of the year. Click here for a detailed analysis...
Continue ReadingIn the second quarter of 2023, fund assets appreciated by 4.3%. Click here to read the full fund letter...
Continue ReadingWe have a very good shot at getting S&P above 4550+. Learn more about the market outlook and check out what could rain on that parade...
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