Why we still love our FAANGs (+ Microsoft)
Despite falling in recent weeks (a confirmatory “told ya we were in a bubble!” moment for many investors), the sharp rise in the share prices of major technology companies over the past six months has understandably caused many people to claim we are in a repeat of the 1999 tech bubble.
The e-commerce grocery wars
Ernest paints a picture of the Canadian grocery sector and how each of the main competitors are approaching e-commerce and which one, he thinks, will be the winner.
Will COVID upend the buoyant Toronto housing market?
Most everyone thinks that housing prices in Toronto are a bubble, waiting to burst. That makes the housing market’s resilience during COVID even more surprising: the MLS Home Price Index was up 7.7% in June with sales volumes back at prior year levels.
Stores and malls are here to stay – at least in Canada
While e-commerce holds a number of advantages over traditional retail, Ernest argues that the Canadian market presents some key challenges to online retail and as a result, stores and malls are here to stay.
How Not to Run a Fast Food Chain: Restaurant Brands and the mismanagement of Tim Hortons
Tim Hortons was Canada’s favourite coffee until it was acquired by Restaurant Brands. In this blog, we explore what went wrong and how Tim Horton can regain its crown.
The future of movie theaters- Part 2: Cineworld’s acquisition of Cineplex and the global consolidation of theaters
In Part 2 of his series on the future of the movie theatre industry, Ernest discusses the merits of the recently announced purchase of Cineplex by UK based Cineworld.
The future of movie theaters- Part 1: Why the theater industry future is bleaker than you think
in the first of a 2 part series on the theatre industry, Ernest discusses the challenges the industry faces in North America and what the future will look like. In Part 2, he will discuss the Cineworld acquisition of Cineplex and what this means for moviegoers in Canada.
Why read another investing blog?
In this inaugural post of a new blog series - "An Ernest Opinion" - Ernest Wong, Director of Research, explains why having another investing blog is a good thing and what he will focus on.
