Russell Group Notes: Earnings II

 April 29, 2021 |Derek Russell
Lots of earnings reports to wade through again. So same format as yesterday, I’ll try to touch on as many of them as I can within my 1 hour writing limit. The FaceBook (FB) – My concern heading into Facebook’s quarter was that it was going to take something...
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Russell Group Notes: Earnings

 April 28, 2021 |Derek Russell
Lots of earnings reports and news over the past 24 hours. We’ll go in importance (based on the size of the holding) and see how much we get through given my strict limit of 1 hour of writing. Alphabet (GOOG) – Alphabet, our second largest position, reported...
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Russell Group Notes: Hindsight Bias

 April 27, 2021 |Derek Russell
Today’s Thoughts: Hindsight Bias Lots of earnings reports this week. Among companies we care about, Alphabet, Visa and Stryker are all going to report tonight. Hindsight Bias – A year ago this week, The New York Times published a piece on its website...
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Russell Group Notes: Investing Education

 April 26, 2021 |Derek Russell
Today’s Thoughts: AZ & Educational Tools On Friday night, I walked into a small Rexall on Yonge Street and got my first shot of the AZ vaccine. I think a few media outlets have noted that people seem to have strong reactions to the first AZ shot. That...
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Rusell Group Notes: Earnings

 April 22, 2021 |Derek Russell
Today’s Thoughts: Earnings Kinder Morgan (KMI) – Kind of an interesting first quarter result from Kinder Morgan last night. Operating earnings came in at $2.81 billion versus estimates of $1.76 billion. I believe that is the largest earnings beat in the...
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Russell Group Notes: Stat of the Day

 April 21, 2021 |Derek Russell
Today's Thougths: Budget Statistics Stat of the Day – From economist David Rosenberg on the recent Canadian budget: “Cumulative deficits will add $686 billion to the debt over this time frame, up from the $653 billion forecast made five months ago, which...
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Russell Group Notes: Canada's Budget, Part II

 April 20, 2021 |Derek Russell
Today's Thoughts: Canada's Budget Canada’s Budget – In short, the government remains in spending mode. There was no change to the capital gains inclusion rate. They have instituted a new tax on luxury items costing more than $100,000 (it kicks in next...
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Russell Group Notes: The Behaviour Gap

 April 19, 2021 |Derek Russell
Today’s Thoughts: The Behaviour Gap Disney (DIS) – Weekly investing magazine Barron’s had a positive cover story this week on Disney. The thesis isn't going to be new to any of you (parks are an incredible business and will bounce back and streaming growth...
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Russell Group Notes: Markets & Savings

 April 16, 2021 |Derek Russell
Today's Thoughts: Markets & Savings Research – Admittedly, with valuations higher as of late we have not had a tonne of new ideas outside of the office REITs and Elanco. Here are some industries that we are currently investigating. This does not mean...
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Russell Group Notes: Madoff & Metals

 April 15, 2021 |Derek Russell
Today's Thoughts: Madoff & Metals Bernie Madoff – The architect behind the world’s largest Ponzi scheme died yesterday. I believe he only had 100 some odd years left on his sentence. But this seems like a decent occasion to recount my favourite Madoff...
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