Andrew Willis

Toronto

Senior Content Editor at Morningstar Canada

Stocks, funds, science, technology, space, swimming. Senior editor @Morningstar.ca. Admirer of #fintwit meme accounts. Views are mine and definitely not advice.

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Articles

Expedia: Stock of the Week

Aug 11, 2024 | morningstar.ca | Andrew Willis

Key Takeaways for Expedia Stock:Expedia stock currently trades at a discount to our fair value estimate but don't bet on this stock based on vacation sales alone. We believe worker flexibility will boost demand for Expedia’s travel services in the long term, and in the immediate term a unified platform, which includes the ability to use loyalty points across brands, will aid sales.
Restaurant Brands International: Stock of the Week

Jul 21, 2024 | morningstar.ca | Andrew Willis

Key Takeaways for Restaurant Brands International:The Tim Hortons segment at RBI seems to have made a turnaround after three years of decline preceding covid-19. RBI reported a 30% increase in Tim Hortons sales in 2023 on the back of a series of initiatives to increase transaction capacity and appeal to a broader market.
Bank of Canada July Interest-Rate Decision: What's Likely on Wednesday

Jul 17, 2024 | morningstar.ca | Andrew Willis

On Wednesday of next week, the Bank of Canada will announce its decision on interest rates. The market is leaning toward another cut, while policymakers have a delicate balancing act ahead. “With higher interest rates, spending has cooled, and businesses have scaled back their hiring plans.
Brookfield Renewable Partners: Stock of the Week

Jul 14, 2024 | morningstar.ca | Andrew Willis

Key Takeaways for Brookfield Renewable Partners Stock:Brookfield Renewable Partners stock surged in Q2 around the time of a multi-billion-dollar buyout of a French renewable energy developer. Brookfield has buying power, but it has not yet built a moat. The company’s portfolio is changing in an increasingly competitive landscape.
BlackBerry: Stock of the Week

Jul 7, 2024 | morningstar.ca | Andrew Willis

Andrew Willis: Despite some of the coverage about cost-cutting at BlackBerry (BB), it’s always been a company in motion, it’s undergoing a promising transformation right now, and its stock trades at a discount to our fair value estimate. But does it make the stock a buy for BlackBerry fans out there? As we discussed earlier this year, BlackBerry has carved out quite the business in automotive software with applications for automotive chips, safety systems, and vehicle cabin features.
Revue du marché canadien au T2 et perspectives : Les actions font du sur-place malgré la baisse des taux de la BdC

Jul 1, 2024 | morningstar.ca | Andrew Willis

L'idée que la lutte contre l'inflation menée par la Banque du Canada n'est pas terminée est peut-être le principal obstacle auquel sont confrontés les marchés canadiens à l'heure actuelle. « Après quatre rapports positifs consécutifs sur l'IPC au Canada, les chiffres de mai ont suscité la surprise », a déclaré Robert Kavcic, économiste principal à la Banque de Montréal, dans une note datée du 26 juin.
Canadian Q2 Market Review and Outlook: Stocks Tread Water Despite BoC Rate Cut

Jul 1, 2024 | morningstar.ca | Andrew Willis

The greatest headwind facing Canadian markets right now may be the idea that the Bank of Canada’s fight against inflation isn’t over. “After four consecutive positive CPI reports in Canada, the May print landed with a thud,” said Robert Kavcic, Senior Economist at the Bank of Montreal, in a note on June 26.
Teck Resources: Stock of the Week

Jun 23, 2024 | morningstar.ca | Andrew Willis

Key Takeaways for Teck Resources Stock:Teck Resources' planned sale of its metallurgical coal business should occur as demand for the commodity declines with weaker Chinese steel demand. Teck is now more focused on copper and the stock has benefited greatly from rising copper prices.
Nutrien: Stock of the Week

Jun 16, 2024 | morningstar.ca | Andrew Willis

Key Takeaways for Nutrien Stock:Canadian income investors benefit from Nutrien’s advantageous access to potash and nitrogen, increasingly important minerals as farmers seek to counter the effects of climate change. Potash prices have fallen far from pandemic highs, but we expect farmers around the world to be looking to increase yield as arable land fails to keep up with food demand.
Hydro One: Stock of the Week

Jun 9, 2024 | morningstar.ca | Andrew Willis

Key Takeaways for Hydro One Stock:We believe Hydro One deserves a premium over peers due to strong execution and above-average growth opportunities, but we do not believe the company deserves a moat. Typically, utilities have a service territory monopoly thanks to exclusive government permits. The advantage is lost when the government becomes a shareholder. Hydro One's regulator, the Ontario Energy Board, has proven to be a good partner.