10 Minute Investing Canada
10 Minute Investing Canada
10 Minute Investing Canada
Investment ideas and analysis in 10 minutes or less. I cover individual companies, sectors, market trends and recent financial news while providing my own opinions and analysis. Invest in a better tomorrow, 10 minutes at a time! In many episodes I will include price targets for myself. This is based my own analysis and not investment advice, seek a professional before making investment decisions. Send me an email about a company, sector or investment idea you'd like to hear! [email protected] Twitter: @10Investing Reddit: u/10MinuteInvesting
027 - Benefits of Dividend Investing
Today we discuss the benefits to dividend investing, and how setting up a strong income portfolio can set you up for financial freedom later in life. Topics covered  - Psychological benefits to dividend investing, and how it is easier to hold through market down turns when you are being compensated for holding shares - Dividends as a hedge against inflation by a way of profit sharing with companies. As prices and profits rise, so do your payments - Dividends can be more tax efficient then other forms of income. Couple of examples used - Sample income through investing in a dividend portfolio This podcast is for educational purposes only, not financial advise.
Jun 12, 2021
16 min
026 - Review Episode - Podcast Companies Performance
Looking back at the companies spotlighted in episodes over the past 3 months, and seeing what the performance looks like. I provide some rationale as to why I believe they have performed as they have, and what I am anticipating for the future. This is not investment advice, this is for educational purposes only.
May 26, 2021
12 min
025 - Beginner Investor Series - Portfolio Construction
The first in a line of Beginner Investor Series podcasts on portfolio construction This episode focuses on your 'why'  Why do you invest? Is there an event you saving for like buying a house, or paying for a child's education? Do you just genuinely enjoy finance and stock picking, and like playing the game? Maybe you invest in companies you align your values with, and you believe in their mission. Today hones in on your 'why' and if you don't have that nailed down, it is a critical piece to creating a portfolio that is right for you. If there is one thing that always holds true about personal finance, is that is is just that... personal Podcast is for educational purposes only. Not financial advice 
May 19, 2021
14 min
024 - Enthusiast Gaming (EGLX)
Enthusiast gaming is an online media company operating in the gaming space. They own over 100 websites, 7 professional Esports teams, 30 weekly shows and they put on gaming conferences in a non-covid world. Below is a graphic from EGLX’s website to illustrate all aspects of the company’s operations. They have shown 519% YoY revenue growth in 2020, and projected for 119% in 2021, and 23% in 2022 They are just working through the first three phases of their four step monetization plan which should help continue to bolster revenue numbers I do own a position in EGLX This is for educational purposes, not to be used as financial advice
May 8, 2021
17 min
023 - Kontrol Technologies Corp (KNR)
Today we are looking at Kontrol Technologies Corp. a small cap Canadian technology firm that is engaged in smart building technology. Most recently Kontrol has announced its BioCloud technology, which can detect pathogens such as Covid-19 through the air filtration systems. This is the latest advancement in their smart building capabilities. We cover some risks associated with the company, potential successful outcomes and some valuation metrics. We conclude by issuing a potential strategy on how to play this stock over the next 6 months to a year. Full disclosure, I did initiate a position in the stock the week prior to this podcast. I began researching the company for the podcast, and upon findings decided it would be a worthwhile investment for myself, and did fit into what I am looking for in my portfolio. This podcast is intended for educational purposes only, this is not financial advice
May 3, 2021
18 min
022 - Linkage Between Lumber & Gold - The Lead Lag Report
Today I am reacting to the lead lag report paper written by Michael A. Gayed, about the linkage between lumber and gold and when to get aggressive vs defensive with your portfolio.  This paper was written in 2015 and updated in 2020. It was also the 2015 NAAIM Founders Award Winner I think there are some great insights in this paper, and something can be learned from the perspective of the retail investor. High level, the paper says when gold is outperforming lumber we get defensive, and when lumber is outperforming gold we get aggressive. I cover the key points made by the paper, then discuss how the information could be used for a retail investment portfolio, and how it can help shape your investment and savings patterns.  This is for educational purposes only. Not investment advice.
Apr 25, 2021
13 min
021 - Time to Look at Precious Metals?
Quick update on some factors affecting the precious metals sector, and why it might be a good time to look at the space!
Apr 21, 2021
14 min
020 - Beginner Investor Series: Asset Allocation & Core-Satellite Strategy
Another episode of the beginner investor series: We discuss three terms; strategic asset allocation, tactical asset allocation & core-satellite strategy This topic was brought on by the fact that there are now 5 times the amount of retail investors as there was just over a year ago. This is likely brought on by the covid drop, and quick recovery soon after. This has also led to many twitter personalities and trading groups popping up promising people to help them conquer the markets. I am issuing this episode as a reminder to all, 97% of traders do not beat the market and the vast majority of them do not make money. In times when money comes easy it is easy to lose sight of these facts, but it goes back to the old adage 'be fearful when people are greedy, and greedy when people are fearful'. I see a whole lot of greed on the internet these days. The strategic asset management and tactical asset management terms are simple to understand, and can help a new investor when trying to set up a portfolio. These are basic portfolio management and construction terms, and an understanding of these fundamentals can go a long way for a new investor.  The core-satellite strategy is a strategy that allows you to still participate in the exciting world of trading, and follow along with these twitter personalities without risking your retirement or your kid's education. Put simply, it is to keep your core portfolio diverse and well set up, while allowing yourself some 'floater funds' or 'satellites' to take pot shots at hot stocks you see on the internet. Best of both worlds Hope everyone enjoys this episode! [email protected]
Apr 11, 2021
18 min
019 - Maxar Technologies (MAXR.TO ; MAXR)
Maxar Technologies has two major revenue streams; Space Infrastructure & Earth Intelligence Space Infrastructure is the product focused side of the business, and works with communications and observation satellites, space exploration crafts, on-orbit satellite servicing vehicles and robotics for space observations Earth Intelligence is focused on high resolution imaging, and mission ready geospatial intelligence. This is service oriented side of the business, and as with most service businesses, is much more profitable with roughly 65% gross margins compared to 14.7% on the product side of Maxar's business. Key reasons I like this company: - Systematic deleveraging. They have come from a 7.8x leverage ratio at end of 2019 to a 6.1x leverage ratio at the end of 2020, and in the early stages of 2021 have completed a share offering bringing their leverage ratio to 5.1x. Massive strides toward deleveraging - New management. Their new management team is responsible for the deleveraging, and they have been buying more shares in the company on the price dips. This gives me confidence they know they can successfully deleverage the company and start turning steady profits. With a launch of their new satellite fleet set for late 2021, I like that they are investing personally in the company now. - Touching on the new fleet topic, this next fleet of satellites is expected to triple their capacity for the service side of the business. As previously mentioned, the services side of the business is the profitable side with 65% gross margins. This should improve profitability and boost EBITDA in the future. **Opinions are my own. This is not financial advise, this is for educational and entertainment purposes** **all information sourced from public data**
Apr 1, 2021
13 min
018 - Standard Lithium
episode bio pending
Mar 17, 2021
14 min
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