Category Archives: Uncategorized

Colgate-Palmolive: an ESG Perspective

A brief stock pitch on Colgate with an emphasis on their ESG record.

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QUALYS

An analysis on Qualys, a cloud-based security company.

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CNID Investment Challenge 2020

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Financial Open Competition 2021

We represented Concordia University in the Financial Open, Stock Simulation Competition. We pitched Guru, a Montreal-based energy drink company.

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United Technologies & Raytheon

An analysis in the merger of UTX and RTN in my Mergers & Acquisitions class.

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CFA Institute Research Challenge 2019

One of two teams representing Concordia in the regional competitions. We had to write a twenty page research report and then defend our findings in front of a panel of judges. Report: PowerPoint Presentation:

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CNID Equity Challenge 2019

Round 1: Having to choose from a list of companies, we were tasked with writting a two page report. I choose to write about Pembina Pipeline. Round 2: The finalists were invited to an ‘analyst day’ where we learned how … Continue reading

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COVID Vaccine Stocks

Price/Sales ratios of some healthcare stocks. This illustrates the runaway valuations and high levels of speculation that have occurred since the outbreak in early 2020.

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Russell 3000 Rebalancing 2019

The Russell 3000 Index gets re balanced every year. New stocks are added while under performing ones are removed. I recently read an article explaining how this event could be an opportunity for abnormal returns. When these stocks are added … Continue reading

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Dogs of the Dow; Five year Analysis

A few summers ago I read the book called “Beating the Dow” by  Michael B. O’Higgins. He claimed that a simple stock picking strategy involving the thirty Dow Jones Industrial stocks could consistently outperform the market. The “Dogs of the Dow” … Continue reading

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