amazon

AMAZON.COM INC., $127.12, symbol AMZN on Nasdaq, is a buy. The company is one of the world’s largest online retailers. It’s also the third-largest digital ad provider in the U.S. Through its Amazon Web Services (AWS), the company is one of the world’s largest providers of cloud infrastructure services.

Amazon has just agreed to invest up to $4 billion in privately held artificial-intelligence company Anthropic; it will take a minority ownership position, committing an initial $1.25 billion....

SHOPIFY, $76.74, remains a buy. The company (Toronto symbol SHOP; TSINetwork Rating: Extra Risk) (www.shopify.ca; Shares outstanding: 1.2 billion; Market cap: $100.4 billion; No dividends paid) has announced a deal with Amazon.com that will let U.S....

The United States has been the world’s leading economy for many decades—and we think U.S. companies will continue to offer ETF investors unparalleled opportunities.


Here is an ETF that provides exposure to the top U.S. stocks.


VANGUARD TOTAL STOCK MARKET ETF $82.24 (Toronto symbol VUN; TSI Network ETF Rating: Aggressive; Market Cap: $6.5 billion) tracks the performance of a broad basket of U.S....

SHOPIFY INC., $90.73, remains a buy. The company (symbol SHOP on Toronto) offers merchants of all sizes Internet-based software to design, set up and manage e-commerce stores across multiple sales channels. It also handles digital payments and shipping.

Shopify shares jumped this week after it announced a deal with Amazon.com that will soon begin helping Shopify merchants more easily access Amazon’s huge fulfilment network within their Shopify stores.

The deal centers on an app Amazon will release within Shopify’s ecosystem over the next month, letting U.S....

In January 2023, Microsoft increased its investment in OpenAI. That’s the start-up firm behind ChatGPT, which uses artificial intelligence (AI) software to interact with users in a conversational way and produce human-like written responses. The company has not yet revealed the size of this investment, but media reports suggest it was $10 billion.


Since then, Microsoft stock has jumped 36% on the expectation the company will use this AI technology to greatly improve the performance of its Azure cloud computing platform and its Bing search engine.


Microsoft also stands to gain from its upcoming acquisition of video game maker Activision Blizzard....

Twilio focuses on a rapidly expanding area: it provides the building blocks that businesses and their software developers need to integrate voice calling, text messaging, video, web, mobile chat and, more recently, email.


The company’s array of communications offerings continues to see increased demand....

ALIMENTATION COUCHE-TARD INC., $67.93, is a buy. The retailer (symbol ATD on Toronto) operates 12,432 convenience stores, mostly in North America and Europe.

In the three months ended April 30, 2023, revenue fell by 1.0%, to $16.26 billion from $16.43 billion a year earlier (all figures except share price in U.S....

Amazon continues to make moves to keep building its ad business and generate more revenue from entertainment. We think these will pay off for the company, and its shareholders.


AMAZON.COM INC., $126.42, is a buy. The company (Nasdaq symbol AMZN; TSINetwork Rating: Average) (www.amazon.com; Shares outstanding: 10.3 billion; Market cap: $1.2 trillion; No dividends paid) is now reportedly planning to launch an ad-supported tier of its Prime Video streaming service.


Advertising has been an area of continued growth for Amazon despite worries about an economic slowdown....

KEYERA CORP., $31.10, symbol KEY on Toronto, engages in the gathering and processing of natural gas; and transportation, storage, and marketing of natural gas liquids (NGLs) in Canada and the U.S.

The company operates in the oil and gas industry between the upstream segment, which includes oil and gas exploration and production businesses, and the downstream segment, which includes the refining, distribution and retail marketing of finished products.

Keyera is organized into three operating segments:

1. Gathering and Processing. Keyera owns and operates raw gas gathering pipelines and processing plants, which collect and process raw natural gas, remove waste products and separate the economic components—primarily NGLs—before the sales gas is injected into pipeline systems for transportation to end-use markets....

PAGERDUTY INC., $22.10, is a buy. The company (symbol PD on New York) operates a platform that collect real-time data from software systems and devices and then notifies its IT customers of any incident that could harm their operations.

PagerDuty’s platform sits on top of a company’s technology systems, taking in data....