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TOP PICK

Main street capital corporation (nyse: main) is a principal investment firm that provides long-term debt and equity capital to lower middle market companies and debt capital to middle market companies. main street’s portfolio investments are typically made to support management buyouts, recapitalizations, growth financings, refinancings and acquisitions of companies that operate in diverse industry sectors. main street seeks to partner with entrepreneurs, business owners and management teams and generally provides "one-stop" financing alternatives within its lower middle market portfolio. main street’s lower middle market companies generally have annual revenues between $10 million and $150 million. main street’s middle market debt investments are made in businesses that are generally larger in size than its lower middle market portfolio companies. Social media mentions are up 300% in the past 24h.

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🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Stockchase Premium

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK

Apple Inc. is an American multinational technology company headquartered in Cupertino, California. Apple is the worlds largest technology company by revenue, with US$394.3 billion in 2022 revenue. As of March 2023, Apple is the worlds biggest company by market capitalization. Social media mentions are up 200% in the past 24h.

COMMENT
Still seeing a positive 2024 for stocks and bonds?

Yes. Inflation is coming down naturally, being caused mainly by pandemic's supply chain disruptions and central banks' hiking rates. Only a matter of time before bonds staged a big rally and stocks followed. That's what we're seeing now.

NA economy remains strong, as does employment and household savings. Moving toward a Goldilocks scenario where we could have disinflation, perhaps even deflation, with positive economic growth. Bonds have had a rougher time this year because rate cuts have been pushed out. Should get a really nice bond rally between now and year-end as the inflation data comes down more and rate cuts begin.

BUY
Adding to small- and mid-caps?

That's right. They've been severely beaten up over the last few years. Massive outflow of funds out of Canada, and it hits the smaller stocks even more. A lot of retail investors put in fund redemptions last year, so that created many bargains.

Over the last 6 months, he added to many of his small- and mid-cap positions. Companies like QTRH, JWEL, and EQB.

BUY
Adding to small- and mid-caps?

That's right. They've been severely beaten up over the last few years. Massive outflow of funds out of Canada, and it hits the smaller stocks even more. A lot of retail investors put in fund redemptions last year, so that created many bargains.

Over the last 6 months, he added to many of his small- and mid-cap positions. Companies like QTRH, JWEL, and EQB.

BUY
Adding to small- and mid-caps?

That's right. They've been severely beaten up over the last few years. Massive outflow of funds out of Canada, and it hits the smaller stocks even more. A lot of retail investors put in fund redemptions last year, so that created many bargains.

Over the last 6 months, he added to many of his small- and mid-cap positions. Companies like QTRH, JWEL, and EQB.

BUY
Adding to small- and mid-caps?

That's right. They've been severely beaten up over the last few years. Massive outflow of funds out of Canada, and it hits the smaller stocks even more. A lot of retail investors put in fund redemptions last year, so that created many bargains.

Over the last 6 months, he added to many of his small- and mid-cap positions. Companies like QTRH, JWEL, and EQB.

BUY
Value in big dividend payers with shockingly high yields?

Yes. He certainly wouldn't buy them all, but likes Telus and ENB a lot. As rates come down, the higher-yielding stocks that are still beaten up should start to stage a nice rally between now and the end of the year.

BUY
Value in big dividend payers with shockingly high yields?

Yes. He certainly wouldn't buy them all, but likes Telus and ENB a lot. As rates come down, the higher-yielding stocks that are still beaten up should start to stage a nice rally between now and the end of the year.

BUY
Value in big dividend payers with shockingly high yields?

Yes. He certainly wouldn't buy them all, but likes Telus and ENB a lot. As rates come down, the higher-yielding stocks that are still beaten up should start to stage a nice rally between now and the end of the year.

DON'T BUY

Benefited from immigration in Canada. Lack of rent control in main market, Alberta. Fully valued now, easy money has been made. Housing shortage, too.

DON'T BUY

Tough one. Up for sale, no offers accepted. Power outage. Management changes. Very low ROE compared to peers. Still thinks it will get gobbled up. Results on slow decline, need to turn ship around.

STRONG BUY

One of his biggest positions. Fantastic board, much-improved management team with wonderful expertise in a great space. Focused on driving shareholder value. Huge backlog. Should see improved margins. Insiders buying a lot of stock.