Zach’s Research

Join my investing journey. I promise new investment ideas and unique perspectives, but not necessarily thorough analysis depending on the craziness of life. There is a big variation in competence from my first post to my most recent one, and I still have a long way to go!
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Let’s talk stocks! Email me at zach@investorsfriend.com.
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Be sure to check out my featured article starting on Pg. 268 of Robin Speziale’s new (FREE) book: https://capitalcompounders.com/

Guest Feature: An Outsider Look at General Electric

July 2, 2019

Happy Canada Day!  Hopefully this article is a nice start to your first day back to work.  I am proud to introduce my second, but not any less important, guest writer: Mark Letchumanan.  Today’s post comes almost 4 months after Mark first submitted to me this writing on GE’s new CEO.  Fortunately, Mark’s words are timeless.  I hope you find as much value from his insight as I did.

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Guest Feature: An Outsider Look at General ElectricRead More »

2017 Annual Investment Review

May 10, 2018

Hey Everyone,

The email is about an hour read, so for the 90% of you who have more important things to do, the sections are outlined in big, bold font in the following order:

  1. Results
  2. Portfolio
  3. Performance Analysis
  4. Lessons Learned in 2017
  5. My Thoughts On…
  6. Current Opportunities 2018
  7. New Resources
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2017 Annual Investment ReviewRead More »

How to Finance Your Slurpees

April 10, 2018

Good Afternoon All!

Today I write to you regarding one of Canada’s market darlings.

There are few Canadian companies who have grown their earnings ten-fold (26% CAGR) over the last ten years. Here’s an exhaustive list of the companies we know that have managed to do that:

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How to Finance Your SlurpeesRead More »

In the Footsteps of Buffet: More Value, Morguard

March 21, 2018

Hey Everyone,

It’s been awhile since I last emailed. But fear not, I have no shortage of topics to discuss. Today’s email is about a 10 minute read.

At the beginning of this week I invested in a company that I just recently discovered. Do I think it’s a necessary part of your portfolio? No, but if you’re interested in real estate, or looking for diversification, I think you will do well with this company. If you’re on Reddit, you may have seen my post on this already. I have expanded on it after feedback, but to augment this email, I’ll also quickly address some other market opportunities:

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In the Footsteps of Buffet: More Value, MorguardRead More »

Death & Taxes…or Bitcoin

January 5, 2018

Hey Everyone,

I’ve deliberated long and hard on whether I should write an email about the current cryptocurrency craze, and ultimately my decision was made for me. One of my favourite bloggers just wrote an excellent article on the topic:

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Death & Taxes…or BitcoinRead More »

Canada’s Berkshire Hathaway

November 16, 2017

Hey All,

Hope you’re all doing well.  I’ve been quite busy this week, but not for school as I typically am.  Today I got consumed by a few companies that I revisited after being inspired by the “Top Picks” of my favourite equity analysis company, 5i research, on BNN:

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Canada’s Berkshire HathawayRead More »

Buying Opportunity: CCL Industries

August 9, 2017

Hey Everyone,

Quick note on one of our favourite companies, CCL Industries (CCL.B). They’ve been on a steady decline for a couple months now, and granted they are quite a popular holding in many portfolios, so perhaps they were a bit richly valued. That being said, yesterday I read their earnings report and it was one of the most impressive I’ve read yet. So why are their shares dropping?

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Buying Opportunity: CCL IndustriesRead More »

Cineplex Disappoints

August 2, 2017

Update: You may have noticed Cineplex stock has performed quite miserably since this post.  This is a great example of someone (me) presenting lots of facts yet getting it entirely wrong.  I describe my mistakes and lessons in my 2017 Annual Review, which I highly recommend reading after this.

Good Morning Everyone,

Woke up to some great news this morning! Investors aren’t impressed with Cineplex’s most recent earnings report which opened up a fantastic buying opportunity.  So why weren’t investors impressed?  Well check out the report here:

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Cineplex DisappointsRead More »

Savaria

April 4, 2017

Good Morning Everyone,

Usually I discuss companies that I would recommend for your portfolio, but today I want to discuss one that didn’t quite make the cut.

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SavariaRead More »

Marijuana Stocks

March 27, 2017

That’s what they’re always called.  Nobody ever calls them “marijuana companies” because most marijuana investors aren’t buying companies, just ticker symbols.

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Marijuana StocksRead More »

Tucows

March 19, 2017

Hey everyone,

I have yet again discovered a fairly high risk/reward company, and yet again it was because of (but way after) The Motley Fool (I may eventually get a subscription tbh).

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TucowsRead More »

The Future of Energy

February 25, 2017

Hello All,

Yesterday I had the pleasure of attending Alberta Ecotrust’s 2017 Environmental Gathering on behalf of my employer, and earlier this week our CEO also made a site visit in which he discussed the outlook for energy.

According to our CEO, Canada has put together a variety of “plans” to achieve our GHG goals by 2050, and I was surprised by their conclusions:

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The Future of EnergyRead More »

Shopify

November 26, 2016

Hey All,

Shopify is a company I recently discovered that goes against nearly every investment tenet I have ever stood for, including:

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ShopifyRead More »

US Election

November 5, 2016

Hello All,

You may have noticed that North American stocks have been falling quite consistently lately. In fact, the US S&P 500 has fallen for 9 days straight, the most in 36 years. In light of the surprising Brexit vote, people are obviously quite scared that Trump might actually win the US election.

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US ElectionRead More »

Linamar

July 21, 2016

Based on my last email, I realized that it is currently an incredible opportunity to buy shares of Linamar (LNR).

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LinamarRead More »

Valuation

July 21, 2016

I stumbled upon this brilliant Youtube series on value investing and how to buy quality companies (whether through stocks or otherwise).

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ValuationRead More »

Questrade

July 21, 2016

Hey guys,

Been awhile, hope everyone’s doing swell. Quick note on Questrade. The Globe & Mail does brokerage comparisons every year and their 2015 one is here. Didn’t realize I was getting robbed by TD via commissions until I looked at their competitors. Did a bunch more research a found Questrade to be the best value. Some highlights:

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QuestradeRead More »

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