The green revolution is upon us. Enbridge is a critical energy infrastructure business known for transporting oil and natural gas. It also has a sizeable renewable segment. What you might not be aware of is how well that stacks up in the renewables space and how such companies are including non-renewable power in their total [...]
Alimentation Couche-Tard: My core Consumer Defensive + Carrefour assessment
The market does not like the idea of Couche Tard buying Carrefour. A common reason is that Couche Tard is stepping away from it's roots to tackle the grocery business. Second, and the only reason that matters in my view, is that Couche Tard's target of 15% EBITDA growth moving forward might be challenged in [...]
Sharesight: Tracking your Investment Portfolio — a visual walkthrough.
A common question I receive is what method I use to track my portfolio. There are ways to do this manually in Excel, although I find that process too laborious and prone to error. My preference has always been a “one-stop shop” type of program where I can input (or have automatically updated via broker) [...]