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Canuck Analyst's Blog

Canuck Investment Analyst

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Latest Issues

Jot Notes: General Thoughts on AutoZone + Vontier's Investor Day

The following are some notes I wanted to share on two companies in the internal combustion engine (“ICE”) ecosystem, AutoZone and Vontier.

In the past year, most of the better known quality ICE stocks have done well so I don’t think anythi...

3 years ago
23

Chillin

Mostly my blog is a way for me to follow my curiosities by studying interesting events, companies and investments from the past. I thought I’d experiment with writing about a live situation instead of doing that. This isn’t meant in any way...

3 years ago
22
2

What Is Buffett Up To?

There’s been a lot of speculation on the underlying reasons behind Buffett’s insanely aggressive continued purchases of OXY.

SaaS-bois are out here doing FCF multiples on oil companies.

Some investors are talking about how the speed of...

4 years ago
7
3

Profile of The Coca-Cola Company - 1997

The Coca-Cola Company capped off another very successful year in 1997 of 9% unit case volume growth and a 19% increase in EPS. Entering 1998, Coke had incredible 10 year CAGRs in revenue of 9.4% and EPS of 18.5%.

The Coca-Cola Phenomenon:...

4 years ago
10

Home Depot: Breaking Down the 2000-2005 US Housing Boom Experience

After some very strong YTD earnings from some of my favourite housing related companies , US housing was foremost in my mind and I got curious about what these stocks were like in the 2000-2005 US housing boom.

These were the returns on s...

5 years ago
11
1

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