08/25/2018

In a Nutshell: I recently bought 11 growth stocks and am considering buying one more for my own personal investment portfolio. I break them down quickly for you here, giving a very high level over view on each stock. Some stocks I am a little more comfortable with and will add them to the SmarterSquirrel Growth Portfolio:  ALRM ANET MITK ULTA V WNS YELP. Others I am less comfortable with and will add them to the SmarterSquirrel Speculative Portfolio: APPF AYX NICE PSTG TRHC. None of this is a

04/25/2018

In a Nutshell: There are many businesses where you spend your money. If you think people will keep spending money at those businesses, and maybe more people will spend even more money at those businesses, and they have royalty funds, then you may have found a good place to invest. Canadians are increasingly in debt and as interest rates rise there is a chance they'll cut back on discretionary spending, consider that when looking at royalty fund stocks and think of which ones could do ok in a

01/28/2018

In a Nutshell: The world appears to be moving towards demand of about 13,618 tonnes of marijuana by about 2020. The supply that currently gets seized annually due to being illegal is 6,000 tonnes. Assuming that finds its way into legal channels, the world will need to create an additional 7,618 tonnes to meet demand. Just 5 companies I've looked at in Canada have roadmaps to supply 20% of the remaining 7,618 tonnes needed to meet global demand. The market has already seen the price per gram of

12/11/2017

In a Nutshell: The world is moving towards electric cars and in doing so will drive demand for lithium at an accelerating rate. It appears that by 2028-2030 the world may need 3 million tonnes of lithium carbonate yet it appears the supply by 2025 will only be about 715,000 tonnes. The world will need to quadruple the supply in 3 to 5 years to meet projected demand at that point. This jump in demand and dramatic change to the industry indicates potential investment opportunity and if all things

11/27/2017

In a Nutshell: This post is a detailed step by step lesson on dividend investing for beginners showing how I assessed Brookfield Infrastructure Partners back in March of 2012. I ask 11 key questions. If the answer is yes to all 11, I usually invest. Using this approach I decided to invest in BIP-UN.TO and as of today (November 27, 2017) my position is 342% of where it started.  Brookfield Infrastructure Partners is a globally diversified long life asset investing company that has proven itself

11/11/2017

In a Nutshell: I think Shake Shack (SHAK) can grow globally long term while being cash flow positive. I think the stock has the potential to grow faster than the market average and I own the stock with an average price below $34. I'm adding it to the Smarter Squirrel Mock Portfolio.  Will Shake Shack do to burgers what Starbucks did to coffee? Do you remember when people got a coffee not at a Starbucks? I do... I remember when there were no Starbucks in Canada, just Tim Horton's and Second