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08/08/2020
It Took Disney Less Than A Year To Do What Netflix Did In 17 Years

It Took Disney Less Than A Year To Do What Netflix Did In 17 Years

Disney has built up a formidable number of subscribers and is well positioned to continue growing. Today Disney+ has 60.5Mn subscribers, which added to that of the other company platforms gives the company about 105.5Mn paid subscribers, gaining significant ground on current incumbents.

04/08/2020
Social Distancing Rules Has Provided Mixed Blessings For Netflix So Far

Social Distancing Rules Has Provided Mixed Blessings For Netflix So Far

Netflix is one of those companies that benefited immensely from COVID-19 lockdown in at least one dimension, though it suffered in other areas. The number of active users on Netflix has gone up way past the amount that management had expected to see at this time of the year.

02/08/2020
In The Midst Of The Coronavirus Pandemic, And An Antitrust Probe Apple Grew Double Digits

In The Midst Of The Coronavirus Pandemic, And An Antitrust Probe Apple Grew Double Digits

Data released from Apple Inc. shows that the technology company grew revenues by about 11% (to US$59.7Bn ) in the 3-months ending in June-2020 (3rd Quarter) relative to the same three months a year ago. Earnings per share came out at US$2.58 which was up 18% over the same period.

07/07/2020
UBER: When Just Taking Orders Is Not Enough

UBER: When Just Taking Orders Is Not Enough

Uber Technologies have found themselves in a predicament, where they must produce exceptional results to justify the hype associated with the brand. The purchase of Postmates is a manifestation of the need to increase pricing power and scale in the food delivery industry.

04/07/2020
US Employment Rate Continue Its Steady March Up

US Employment Rate Continue Its Steady March Up

As the global economy re-opens, the number of people employed in the USA continues to increase. The overall level of nonfarm payroll employment grew by 4.8 million in June 2020, relative to May 2020. In May 2020, employment levels grew by approximately 2.7 million over April 2020.

26/06/2020
IMF Dims Global Outlook, Bets On A 2021 Return To Normalcy

IMF Dims Global Outlook, Bets On A 2021 Return To Normalcy

Most investors, businesses and economists are more focused on whether sluggish economic growth will persist into 2021 and 2022. IMF favours a turnaround sometime after 2021, but given the bounce seen in the major Indices, a significant part of the stock market is positioning for a quick turn around.

22/08/2019
Inflation Rates in Canada Settles Within The Bank of Canada's Comfort Zone

Inflation Rates in Canada Settles Within The Bank of Canada's Comfort Zone

The Bank of Canada (BoC) can rest easy for the time being given that inflation in July 2019 sat right on top of its comfort zone. Historically, the BoC maintained a target rate of around 2.0%, a rate which it believes would have a neutral impact on the economy.

11/06/2019
In-spite of the Slowdown, Dwelling Starts in Canada Running At Pre-2008 Rate

In-spite of the Slowdown, Dwelling Starts in Canada Running At Pre-2008 Rate

Data released by the Canada Mortgage and Housing Corporation (CMHC) show that the annual rate at which new dwellings are being built has declined by 13.3% in May-2019 (202,337), relative to April-2019 (233,410). When compared to May-2018 (194,829), dwelling starts was higher by 3.9%.

11/06/2019
Canada's Unemployment Rate Hits New Low As Job Seekers Declined, and Services Hire More

Canada's Unemployment Rate Hits New Low As Job Seekers Declined, and Services Hire More

Canada's unemployment rate declined 0.3 percentage points to 5.4% in may hitting the lowest level seen since data recording began in 1976. The decline in the Unemployment rate came on the heels of small employment gains in Services during the month , and a decline in job seekers.

04/06/2019
Apple Opens Up Audio Streaming API As Anti-Trust Regulatory Scrutiny Intensifies

Apple Opens Up Audio Streaming API As Anti-Trust Regulatory Scrutiny Intensifies

At the 2019 Apple Worldwide Developers Conference (WWDC) the company announced their intension to open up the audio streaming API for external developers. This comes within the context of heightened regulatory scrutiny around anti-trust practices in the App store and its devices.

24/05/2019
Private Equity Interest in Genesee & Wyoming is a Head Scratcher

Private Equity Interest in Genesee & Wyoming is a Head Scratcher

With the model of private equity companies, and Genesee & Wyoming's unique situation in mind, it is bewildering how private equity companies expect to deliver alpha in this situation. Valuations are high, and the company appears to be financially optimized, but could benefit from scale.

17/05/2019
Why the Big Rush For The Exits, The 2019 IPO Market Is Hot Hot

The 2019 IPO market is super hot, companies appear to be beefing up their balance sheet in the event of tighter capital markets

With the stock market scare in Q4-2018 in the rear view mirror, investors and chief financial officers alike are using the renewed optimism as a window to beef up their company's balance sheet at a low price. Some of the big technology names that have gone public since 2019 include Uber and Zoom.

10/05/2019
Canada's Recent Employment Growth Reflects More Warehouses and Other Services

Canada's Recent Employment Growth Reflects More Warehouses and Other Services

Recent employment trends reflects a continuation of trends that we have seen in many developed countries, where the good producing sector is becoming silent, and the service sector is growing. Up until recent times, this trend was ok, but the rise of populism has changed many people's calculations.

10/05/2019
Lululemon Expecting Double Digit Growth in Business in the Next 5 years, Is It Realistic ?

Lululemon Expecting Double Digit Growth in Business in the Next 5 years, Is It Realistic ?

Lululemon's management expects to grow the business by 10% to 15% for the next 5 years, but is this credible given the nature of the business, and the industry? There is evidence that shows that they have built a solid growth platform, that only requires good ex*****on and corporate discipline.

07/05/2019
As Disney Takes A Bigger Slice of Hulu Will Hulu Become More Differentiated ?

As Disney Takes A Bigger Slice of Hulu Will Hulu Become More Differentiated ?

As more and more players try to solidify their positions in the video on demand industry, each incumbent's ability to provide differentiated content gets increasing important. The cost of creating content to feed media platforms are huge, fixed and requires huge scale for company wide profitability.

04/04/2019
Why The Canadian Government is Targeting Corporate Bankruptcy and Executive Compensation

When Bankruptcy hits and there is an underfunded pension plan things get complicated...

With an election coming up, the liberals had to act fast on one key critical issue to save its reputation as the government for the people. The issue of pension reform has been on the lips of many Canadians especially after the hit that over 20K workers took post bankruptcy of Sears and Nortel.

28/03/2019
How Big Corporations and Customers Benefit From The New Apple Card

A look at how wins and loses will be shared amongst the big players

Apple's entry into the credit card space is a game changer for financial services, because fin-tech adoption by banks have been very limited thus far. Apple also has control over the handset which gives them enormous design, and go to market advantages, a position that no financial entity enjoys.

18/03/2019
Government of Canada Yield Curve 2009 to 2019

In this motion graph, we show how the Government of Canada's yield curve has changed since 2009. Watch as interest rates dances to a very flat stance as the Bank of Canada increases rates, possibly indicating a slowdown in growth.

15/03/2019
Apple Appears Ready to Devour Music Streaming Players To Grow Services

As Apple seeks to double its service business by 2021, they are beginning to take aggressive moves to expand their market share in music streaming. The service business is currently US$37Bn, which is larger than the entire music industry all together. As such music streaming won't be the only one to feel it, the video on demand and the podcast industry are line

Apple is turning up the volume on the original content industry, and many players are beginning to feel the heat. However at this stage of the game, we see more pressure being placed on the music streaming industry than in other industries. Apple has made aggressive moves in News by providing a plat...

11/03/2019

Last week the Bank of Canada put a pause on rate hikes owing to a marked slowdown in the economy. We calculate that one pause, or foregoing a 0.25% increase in rates saved the average Canadian household C$160. Have a look at where rates are coming from. We also looked at the prime rate as the interest on most consumer credit calculated relative to prime.

08/03/2019

On international women's day we should look to solve big problems affecting our women in today's society. One of the key issues is the difference in pay between men and women. This chart shows the size of that gap in Canada since January 2001. We have a lot of work to do to achieve balance for better.

04/03/2019

Prem Watsa has grown the value of his investment holding company by an average annual amount of 25% since the 1980s. This was done by buying into businesses that have extraordinary long term fundamentals and ignoring the day to day fluctuations of the stock market...

28/02/2019

Ever feeling like throwing in the towel on your investments ? If you know you've done your home work, it might be better to stick with it.

26/02/2019

What does household debt look like across all of Canada. Examined in terms of duration, insured vs uninsured, and relative to income.

26/02/2019

With Canada's 2019 Budget coming up in mid march, and the issue of tax reform being debated this chart show that the government has tons of wiggle room.

22/02/2019
A KPB & Co Article is Designed for YOU

When reading our research pieces we provide you with access to real time news feeds, stock exchange data, social commentary, and an online encyclopedia. All information is pasrsed from billions of data points across the web. We also learn your reading habits to make suggesstions that best fit your investment needs.

21/02/2019

Every time there is a leadership change General Electric skeletons pop out of the closet. After the resignation of Jack Welch in 2001 a division in GE Capital went on to file for bankruptcy. Shortly after the Jeff Immelt resigned the company disclosed US$23Bn write off in the power division...

21/02/2019

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We Want to Change Investors’ Lives, Just As Ours Have Been Changed By Good Fortunes

Democracy in North America is a gift that has transformed the lives of people from all walks of life, irrespective of their socioeconomic background. I myself have been touched by the gift of moving to a democratic country, where the ideals of equality and hard work are highly respected. I emigrated from Jamaica 5 years ago seeking the Canadian dream, and have been treated to an experience that I could only have dreamt of.

While in Jamaica life was challenging, I had a graduate degree in economics but worked long hours with limited pay while investing in emerging market stocks and bonds. Although the environment was challenging it didn't distract me from my goals, because I was around family and I was passionate about the work I was doing. I came to Canada and was so lucky to have been given the opportunity to get an MBA from the prestigious Ivey Business School in London, Ontario. At Ivey my eyes were opened up to fresh perspectives. I met and debated with global investors that I would read about in books, investors such as Canadian Prem Watsa, the Jamaican born Michael Lee Chin, and the legendary New Yorker Martin Whitman.

In my mind, this was a fairytale story until I realized how many Canadians have been underserved by their portfolio managers. Through my investigations, I have discovered that 1 in 3 Canadians feel that they are not realizing their financial goals. Moreover, there are instances where some clients after investing with a mutual fund for more than 10 years, have received only a 2% annual rate of growth on their money. With inflation at 2.5% that investor is paying 1/2 of a percent per year to the fund manager for he/she to hold their money for 10 years.

Furthermore, it is difficult for individuals to solve this problem by investing on their own, due to fake news, misinformation, and financial misdirection by more informed people. In my first year of investing in Canada, I also fell victim to some of these schemes, where I placed faith in a high-quality sales pitch that over promised and under delivered. Canadian investors need a partner to assist them in peeling back the unnecessary layers of complication, hidden agendas, and conflict of interests so they can get to the real source of creating wealth.