amazon

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....

TECNOGLASS INC., $40.75, symbol TGLS on New York, is a leading producer of architectural glass, windows, and associated aluminum products serving the multi-family, single-family, and commercial end markets. Tecnoglass is the second largest glass fabricator serving the U.S....

CENTRAL GARDEN & PET CO., $36.78, symbol CENT on Nasdaq, provides a range of products to pet owners and residential and commercial gardeners. Central’s more than 65 brands include Pennington, Nylabone, Kaytee, Amdro and Aqueon.

Founded in 1980, the company has made several acquisitions to grow both segments of its business.

One major purchase was the February 2021 acquisition of Green Garden Products, a Massachusetts-based provider of vegetable, herb, and flower seeds, as well as seed starters and plant nutrients....

ATS CORP., $51.84, symbol ATS on Toronto, (formerly ATS Automation Tooling Systems)provides some of the world’s top manufacturers with factory automation solutions, including contract manufacturing. Founded in 1978, it has 50 manufacturing facilities and 75 offices in North America, Europe, and Asia.

On March 28, 2023, ATS announced that it would acquire Triad Unlimited LLC, a U.S.-based reliability engineering service provider for North American and European markets....

RESTAURANT BRANDS INTERNATIONAL INC., $66.01, is a buy. The stock (symbol QSR on New York) gives you exposure to the world’s third-largest fast-food operator. That’s after McDonald’s (No. 1) and Yum Brands (No. 2). The company has 30,722 outlets in over 100 countries: 19,789 Burger King, 5,600 Tim Hortons (coffee and donuts), 4,091 Popeyes Louisiana Kitchen (fried chicken) and 1,242 Firehouse Subs.

TH International Limited (“Tims China”) will now become the exclusive operator and developer of the world-famous Popeyes® brand in mainland China.

Tims China (symbol THCH on Nasdaq) owns the exclusive master franchise for Tim Hortons coffee shops in China, Hong Kong and Macau.

To gain the rights, Tims China acquired PLKC International Limited (“Popeyes China”), which holds the exclusive rights to develop and sub-franchise the Popeyes brand in mainland China and Macau....

The safest investments in Canada, are Canadian funds like ETFs or mutual funds that aim to equal the performance of a Canadian market index.

A: Freshpet Inc., $52.63, symbol FRPT on Nasdaq (Shares outstanding: 48.0 million; Market cap: $2.5 billion; www.freshpet.com), makes fresh, natural food for dogs and cats. The company’s foods are blends of fresh meats, vegetables and fruits farmed locally and made at its Freshpet Kitchens....

CARGOJET INC., $122.09, symbol CJT on Toronto, provides time-sensitive, premium overnight air cargo services across North America. Its fleet of 34 cargo aircraft currently moves more than 25 million pounds of cargo every week.

The company has three main segments: it operates a domestic air cargo network between 16 major Canadian cities; it provides dedicated aircraft to customers on an aircraft, crew, maintenance and insurance (“ACMI”) basis, operating between points in Canada, the U.S., Mexico and Europe; and it operates scheduled international routes for multiple cargo customers, operating between points in Canada, the U.S., Mexico, South America, Asia and Europe.

Over the past several years, Cargojet has evolved its business model to increasingly focus on strategic partnerships rather than transactional relationships with its customers.

For instance, in March 2022, Cargojet entered into a long-term agreement with DHL Network Operations (USA) Inc., a division of Germany’s giant Deutsche Post AG.

The agreement sees Mississauga, Ontario-based Cargojet provide DHL with a range of services across Europe, the Americas, and Asia....