Latest Stock Buy or Sell?

CP today increased their offer to buy Kansas City Southern He owns none of the rails here, but owns FedEx and has long liked it and its management. This battle will go on for a while. Even if CP wins, it'll likely be a year before the deal closes, and CP will be worth $90 billion, on par with rival bidder CN. CN will still have bigger revenues than CP, while CP will carry more debt if CP wins the battle. So, CP would win the battle, but lose the war. It'll be interesting to see how much synergy CP can generate if CP wins. The short-term winner will be KCS shareholders.

A great risk to stock investors is government (globally) is becoming more active in regulation, namely anti-trust and privacy. He's paying attention to payment systems. The pandemic may be a catalyst for long-term change. How are companies investing their cash in innovating techniques. The next phase of innovation is how to apply A.I. and A.R. into banking, medical, education and industrial companies. He looks for businesses actively investing in the future, into technology. Google, Microsoft, Apple and Amazon are morphing into greater vertical operations. Keep an eye on them. Canadian banks will keep up with tech; they are very well run and are the leaders in digital tech. Rather, the big risk is how to grow their Canadian franchises while competing in the U.S.