Key Takeaways I believe the Canadian oil and gas sector is overlooked, mainly because of Donald Trump's upcoming second term. Regardless of Trump tariff risk, which I deem overblown due to economic recoil to the American Midwest, I believe Canadians have hedged their risk, improving exporting infrastructure.Read more

Key Takeaways Coca-Cola is the leading global brand, and it has endured numerous market downturns with its tested business model. The firm's stability, which includes over six decades of raising its dividend and a share price that is half as volatile as the average market, appeals to a certain investor population.Read more

Key Takeaways PayPal is the online payments household brand benefiting from the positive trend in the E-commerce industry. Venmo’s sub-brand is a growth driver, which could reach over $2 billion in annual revenue by 2027.Read more

Key Takeaways The end of ACP will lead to a short-term revenue decline. Predictive AI is providing more valuable customer service experiences.Read more

Key Takeaways A geopolitical status quo means TSMC can remain the market leader It has a healthy balance sheet to invest in R&D and maintain its wide moat Growing industry and large repeat customers will drive double-digit revenue growth The stock has the potential to become a dividend aristocrat Catalysts Industry Catalysts Continuous Demand and Reliance on Chips Will Support Revenue The computing power accessed through microchips is only increasing. It goes beyond smart devices and data centers, and in the 2020s, it is a vital part of the global economy.Read more

Key Takeaways Walmart is an industry leader deeply entrenched in the lives of millions of customers. Using modern solutions like AI, Walmart can magnify these economies of scale advantages.Read more

Key Takeaways I expect JNJ to remain an established and mature market performer in a relatively stable sector. Some short-term company-related headwinds are cancelled out by long-term industry-related tailwinds Two main risks come from the talc-related litigation issue and patent expiration Most promising revenue growth opportunities are from cancer therapy drugs, with a TAM of $21.6b.Read more

Key Takeaways Exxon is on the wrong side of secular market trends that favor sustainable energy investing. Revenues are reliant on fossil fuels and are vulnerable to industry headwinds and a potential recession.Read more

Owing to its size, valuation, and strong presence in favourable mining regions, Newmont is an attractive stock for investors seeking to reduce exposure to geopolitical uncertainty. Newcrest acquisition boosted the aging portfolio without significantly burdening the balance sheet.Read more