This web site exists to help investors grow their wealth through more intelligent investing
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/
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.
Read moreApril 4, 2019
With only 12 full-time employees, how can I be so confident in this company’s prospects? Read on to learn more from my phone call with the CFO, and a brief portfolio update.
Read moreMarch 31, 2019
The Outsiders by William N. Thordike, Jr. Perhaps one of the most acclaimed modern day investing books, I am far from the first to credit its brilliance. Although I highly recommend reading the work in its entirety, below you will find the beginning of my highlight compilation. I believe this is one of the first books every investor should read.
Read moreMarch 13, 2019
On just another regular Tuesday, I felt the sudden urge to write up an update on what’s happening in my portfolio.
Read moreMarch 3, 2019
Today, I have some exciting news: I am featuring my first guest writer, Jake Salpeter!
Read moreJanuary 13, 2019
Includes Zach’s thoughts on the economy, Dollarama, and his best ideas for 2019.
Read moreOctober 30, 2018
The big guys are spending extravagant amounts for “original content,” but who’s getting rich from it?
Read moreSeptember 25, 2018
If you missed out on Kraken, this could be another information arbitrage opportunity.
Read moreAugust 8, 2018
Wheu. What a whirlwind of the first few weeks of earnings season. Scroll to the bottom for a brief interview with the CEO of a Canadian bioplastics company.
I also discuss one of America’s 10 largest landowners and inherently an oil tycoon you’ve likely never heard of.
Read moreMay 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:
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:
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:
Read moreJanuary 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:
Read moreNovember 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:
Read moreAugust 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?
Read moreAugust 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:
Read moreJuly 7, 2017
Hey All,
Haven’t had much to email about lately, so to sustain interest, here is an acquisition that was announced today by one of my favourite companies, Logistec:
Read moreApril 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.
Read moreMarch 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.
Read moreMarch 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).
Read moreFebruary 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:
Read moreNovember 26, 2016
Hey All,
Shopify is a company I recently discovered that goes against nearly every investment tenet I have ever stood for, including:
Read moreNovember 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.
Read moreJuly 21, 2016
Based on my last email, I realized that it is currently an incredible opportunity to buy shares of Linamar (LNR).
Read moreJuly 21, 2016
I stumbled upon this brilliant Youtube series on value investing and how to buy quality companies (whether through stocks or otherwise).
Read moreJuly 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:
Read more