Challenging times for these food producers

These four food and beverage makers face several obstacles to earnings growth, including rising costs for ingredients and labour and higher interest expenses. As a result, they have raised their selling prices to offset those higher input costs. They are also adding new products in… Read More

These two targets need to cut their debt

Thanks to acquisitions, these two firms now carry high debt burdens. In response, activists want them to sell assets and pay down debt. We agree with the activists, but these two firms will probably resist their pressure.
GFL ENVIRONMENTAL INC. $42 is a hold. The company (Toronto symbol… Read More

Three more high-quality Resource buys

We continue to recommend all investors maintain some exposure to the Resources sector—typically about 20% of your total portfolio. That’s mainly because resource stocks act as a hedge against inflation.
To further cut your risk, investors should stick with producers, such as the three we analyze… Read More

Imperial Oil can go even higher

OPEC and Russia (together accounting for about 40% of the world’s oil production) recently agreed to extend their current production cuts until the end of 2023, and likely into 2024. That has helped lift oil prices from about $67 U.S. a barrel in June to… Read More

Earnings just popped 16.7% at Adobe

Earnings just popped 16.7% at Adobe

Improved software subscription sales led to a 9.8% revenue jump and a record sales level for Adobe during the most-recent quarter.

What’s more, the company’s in-house AI features should add tremendous value to its subscription business. These enhanced capabilities should make the company even more dominant… Read More