Palantir: A Robust Standing in the AI Value Chain
Key Morningstar Metrics for Palantir Technologies We are transferring coverage of Palantir Technologies PLTR, maintaining the firm’s narrow moat rating, and roughly quadrupling our fair value estimate from $21 per share to $79. We now view Palantir as fairly valued, despite the premium it trades at relative to other software companies. We believe we are […]
Microsoft Earnings: Strong Quarter Driven by AI Growth
We are maintaining our fair value estimate for wide-moat Microsoft MSFT at $490 per share after the firm reported good results with guidance that was somewhere between our expectations and slightly light. The outlook generally offsets quarterly performance, which holds our fair value steady. Results look solid across the board, with good artificial intelligence demand […]
Navigating Success with NorthStar | Morningstar
Fidelity NorthStar hasn’t always been a top performer, but it could be counted on for downside protection. An important change five years ago helped the fund capture extra upside, making it one of the top names in the Global Small-Mid Cap category. From October 2011 to November 2019, Fidelity NorthStar’s two skilled managers, Joel Tillinghast […]
Essential Tips for Maximizing Your RRSP at the Last Minute
The Registered Retirement Savings Plan deadline is almost upon us. You have until March 3 to contribute to your RRSP for the 2024 tax year. It’s a crucial opportunity to maximize your tax savings and grow your retirement nest egg. An RRSP is one of the most effective tools for long-term financial security, offering tax-deferred […]
Analyst Highlights ‘Hollywood Problem’ as Snowline Continues to Report Strong Grades in Yukon
“The exceptional continuity has almost desensitized the market to world-class drill results over the last six months,” Gaspar said in a note. “The asset’s potential remains a key value driver in our view (and key for M&A).” Hole V-24-105 returned 467 metres grading 1.12 grams gold from 3.4 metres depth, including 154 metres at 2.07 […]
Tesla Earnings Highlight AI, Robotaxis, and Cost Reduction Strategies
Tesla TSLA shares were up 4% in after-hours trading as management reported progress in its autonomous driving software and maintained the timeline for launching more affordable vehicles later this year. Why it matters: Tesla aims to transform the firm from primarily producing autos to becoming a real-world artificial intelligence provider. Tesla also aims to develop […]
Will Your ETFs Be Left Out of the Next Major Stock Opportunity?
Why choose a broadly diversified fund over a strategy that sticks to a few great ideas? The most common answer goes something like this: Portfolio-level risk depends on both the individual holdings and how those holdings interact. Combining securities whose performance shows little relation to one another (low correlation) can reduce overall portfolio volatility without […]
Following the Recent Rate Cut, Might Tariffs Drive Additional…
The Bank of Canada’s 25-basis-point interest rate cut may have been expected, but uncertainty is building around its next move, since US President Donald Trump may impose huge tariffs on Canadian goods. While a full-on trade war isn’t the base case for most economists, tariffs could hit the Canadian economy hard and trigger more aggressive […]
Key Considerations for Investors Regarding Trump Tariffs…
As market participants anxiously await US President Donald Trump to set punitive tariffs on Canada, analysts advise investors to separate the noise from the news and focus on the key aspects of any such announcement. Trump’s proposed 25% tariff on Canadian exports could come into effect as early as Feb. 1. They may be intended […]
London Gold Market Lines Up to Borrow Central Bank Gold Following Major Shipments to the US
The BoE declined to comment when asked about the queue. US President Donald Trump has not mentioned precious metals in his tariff plans, but the risk has been enough to boost gold deliveries to New York as part of the market sought to hedge its positions on the US COMEX exchange and part sought to […]