KanayoCostco — Still Attractive at Current LevelsCostco will be releasing its Q1 2024 results next week so I will be putting out a more detailed (and updated) note based on the company’s…Dec 6, 2023Dec 6, 2023
KanayoWalmart: Wading in the Waters of Weak WalletsWalmart released its Q3 earnings report last week where as usual, it recorded an EPS beat, this time by a margin of $0.02. However, it was…Nov 24, 2023Nov 24, 2023
KanayoConsumer staples vs the worldConsumer staples are companies that produce essential products that consumers cannot or will not eliminate from their budgets, regardless…Nov 15, 2023Nov 15, 2023
KanayoPredicting a Recession — A Machine Learning ApproachFor this write-up, I decided to fiddle with some economic data. I sought to find out if there was a simple, reliable way of predicting…Nov 2, 2023Nov 2, 2023
KanayoBanks and Interest RatesSeveral empirical studies establish that higher interest rates play positively for banks by improving their net interest margins. In this…Oct 25, 2023Oct 25, 2023
KanayoThomson Reuters: A (somewhat) Bullish CaseIn my previous post, I conducted a simple study of the Canadian stock market index (TSX) and demonstrated that in the last 5 years, the…Oct 22, 2023Oct 22, 2023
KanayoSimple Portfolio Strategy using the 10 Largest Capitalized Stocks in CanadaI recently relocated to Canada from Nigeria and naturally, I was curious about the Canadian financial markets, and its similarities and/or…Oct 6, 2023Oct 6, 2023