The Canadian Investor - Ten stocks to watch in 2021

Episode Date: January 5, 2021

In our first episode of 2021, we talk about stocks that we are keeping an eye on for the new year. Tickers of stocks discussed:  MSTR, SQ, AC.TO, TDOC, DOCU, ZM, BIP-UN.TO, BEP-UN.TO, SU.TO, HD, TTD, ISRG, U, MTCH, CSU.TO Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message! Anchor voice message: https://anchor.fm/the-canadian-investor/message Twitter: @cdn_investing Getstockmarket.com --- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

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As always, joined by my co-host, Simon Belanger. And today we're going to talk about five stocks each for 2021 that we are watching, maybe own, but definitely think it could be an interesting year for some of these holdings. And let's start with some news. Simon, what did Brookfield do today? Yeah, so Brookfield, you sent that to me this morning. I hadn't looked at my phone just yet for the news. So yeah, Brookfield Asset Management and a group of private investors offered to acquire basically the rest of Brookfield Property Partners for a deal of US $5.9 billion to take the real estate company private. real estate company private. They would acquire the outstanding units because they are units because they're a limited partnership at $1650 US each, or it's about a 14% premium. So that to

me is really interesting because we've talked about Brookfield Property Partners. You've talked about, can't forget Allied Property as well, which is in the same area. And we were both bearish on the sector mostly because who knows what the new work will look like once the pandemic is done. My personal philosophy is that there will still be office space required, but probably to a lesser extent than we saw pre-pandemic and it's interesting that BAM is doing this acquisition they must see a lot of value in it they're really good at finding value so I'm not going to really question them on that I am a bit scratching my head on on this overall but it's hard to me to question bam because overall in the past they've they've really done good moves so i guess we'll wait and see uh what happens with

them and how accretive it'll be for their overall business yeah i i called this i i looked at the arbitrage and i just figured that this might happen like just honestly never i'm never surprised when bruce flatt the ceo does and says things that are completely contrarian because that's what brookfield has done that's what their business is made of is making value investments in real assets. They've been doing that since day one. So if you own Brookfield and you like the business for how they have done in the past and their awesome assets that they do have, sometimes the good comes with the bad and brookfield has basically always done the contrarian move so this doesn't come as a surprise by any stretch of the imagination have you been following this jack ma thing i saw it in the news today i saw i saw what you're going

to to talk about i did see it a little bit if you want to tell people what it is. Yeah. Okay. So for some reason, people just started talking about it today. Everyone's like, wait, where is Jack Ma? So if you don't know Jack Ma, he's the founder of Alibaba, one of the richest people in China, if not the richest multi-m multi multi-billionaire and

he has not been seen or cited by anyone in his close circle for like two months now and obviously there's been these probes into alibaba and Ant Financial Group, the companies that he has started. And Alibaba's stock price has been beaten up since all of this antitrust probing that the Chinese government has been doing. And now everyone's like, wait, where is Jack Ma? And he's completely missing. So this is really sketchy, man. Like, really sketchy. not a fan of this no i mean it is sketchy but nothing surprises me when it comes to china uh let's be honest here it's a dictatorship and the chinese communist party um traditionally has not been

fond of uh people or entities that could threaten their power. And you can make a case that Jack Ma was starting to become really powerful with Alibaba, but also Ant Financial. He has a lot of influence. So who knows? I don't want to speculate, but I mean, I think you can run your imagination pretty wild here and you might not be that far off, unfortunately. Yeah, so I mean, this is the thing, right? Like something to watch for this year is you saw what Chinese Communist Party is doing to Alibaba and all these probes and anti-monopoly and anti-traumatic,

kind of like what they were doing here for big tech, but quite the same and so this is one of the risks you know if you own some of these chinese mega tech companies is they've lost like 200 billion in market cap in the last two months and uh so we'll see what happens i mean i'm long ten cent assignment as well as what is as well so we'll have to see what uh what happens um what another thing before we get into the top uh stocks to watch for the new year is constellation software spinoff of topicist.com one of their companies that should be happening today shareholders receiving topicist shares as a special dividend today uh we are at market close and i have not seen them so we'll see uh the the press release says that it should happen today um but i'll keep everyone posted on that yeah but i find quest raids always a bit delayed when it

comes to that when i got the same thing for uh for bep shares to be pc earlier this summer um it was the same kind of thing they said a specific day and i saw it in my quest raid account a couple days after so i would not worry be too worried about that you'll probably see it soon yeah i'm not worried about it this whole topic of spinoff got delayed so much anyways um so i'm then all of a sudden it was just happening. It was like, oh, we're not doing it. And it's like, oh wait, now it's happening again. So I'll keep everyone posted on that. But if you're a consolation shareholder, keep your eyes peeled for Topicus shares. You can decide what you want to do with that. Do a little bit of research on that business. It's one that they've owned for

a little bit now. Okay okay let's get into it uh i'll let you go first here uh we're gonna go into five businesses that uh we're interested in keeping a close eye on our watch list for the for 2021 yeah so i went with five five businesses but i'll say i'll probably mention a couple for each is because what I'll be mentioning will apply to more than that one business in most cases. So let's do one each. I'll start off. So my top, my first one is MicroStrategy. Have you, Brayden, have you ever heard of MicroStrategy? I haven't, but I'm seeing what bucket it is in. And now I'm almost embarrassed that I have no idea what this is. So MicroStrategy made headlines because in 2020, they purchased a lot of Bitcoin on their balance sheet.

Just to give you an idea of what their business is. It's a SaaS model. They provide analytical software for enterprises. Their revenue have been fairly stable, not really increasing all that much, but they have good free cash flow every year. And Michael, I forget his name, but I'll look it back up when you're giving your first big. But Michael Saylor, I believe is his name. giving your first big, but Michael Saylor, I believe is his name, is he's the CEO and he actually was able to purchase Bitcoin with the cash that they had on their balance sheets,

because in his mind, it was the best investment in terms of keeping purchasing power and the best investment for his own shareholders. And whether you believe in Bitcoin or not, doesn't matter. I just find it really fascinating because just to look at how MicroStrategy will do this year, if their stock price will be solely correlated to the price of Bitcoin and how investors overall will be approaching MicroStrategy, it's still a very small company. It's a couple billion dollars market cap, but they purchased earlier in the summer $500 million worth of Bitcoin. And then they did a convertible note offering at 0.75%, I think a month ago, to purchase another $500 million in Bitcoin. And it actually got oversubscribed by institutional investors.

So to me, that stock, but also Square, PayPal, any company that has exposure to Bitcoin or cryptocurrency, I'm really fascinated to see how they will be doing in 2021. And of course, we can talk about that later, but another episode, but there's rumors that Coinbase will be going public in 2021 as well. As do-it-yourself investors, we want to keep our fees low. That's why Simone and I have been using Questrade as our online broker for so many years now. Questrade is Canada's number one rated online broker by MoneySense. now. Questrade is Canada's number one rated online broker by MoneySense, and with them, you can buy all North American ETFs, not just a few select ones, all commission-free,

so that you can choose the ETFs that you want. And they charge no annual RRSP or TFSA account fees. They have an award-winning customer service team with real people that are ready to help if you have questions along the way. As a customer myself, I've been impressed with Questrade's customer service. Whenever I call or email, every support rep is very knowledgeable and they get exactly what I need done quickly. Switch for free today and keep more of your money. Visit questrade.com for details. That is questtrade.com. Here on the show, we talk about companies with strong two-sided networks make for the best products. I'm going to spend this coming February and March in an Airbnb in South Florida for a combination of work and vacation and realized, hey, my place could be a great Airbnb while I'm away. Since it's just going to be sitting empty, it could make some extra income. But there are still so many people who don't even think about hosting on Airbnb or think it's a lot of work to

get started. But now it is easier than ever with Airbnb's new co-host network. You can hire a local quality co-host to take care of your home and guests. It's a win-win since you make some extra money hosting on Airbnb, but can still focus on enjoying your time away. Find a co-host at airbnb.ca forward slash host. That is airbnb.ca forward slash host. That is Airbnb.ca forward slash host. Yeah, that would definitely be an interesting IPO to watch as Bitcoin continues to be higher every hour that I check. Square also put 50, is it 50 million of the balance sheet that Jack Dorsey put into Bitcoin. And I mean, that looks like a pretty good use of cash there. So, I mean, it's interesting to see, right?

It potentially has its place and Coinbase obviously is a leader in crypto as well. So we'll see how that goes in 2021 all right i will move to something i'm watching something i don't own but probably should is intuitive surgical ticker isrg and what this business does is they create innovative robotic surgeries. So their product is called the DaVinci, and it's a robot system that performs surgeries. And this tech is years ahead of the competition. They're very innovative, and they are a bit of a first mover in this. Now, I'm interested to see what happens this year because their business has been affected, obviously, greatly by the pandemic. And a lot of the surgeries that they do have been delayed because of COVID-19.

So I'm interested to see how that picks up. I mean, a lot of these surgeries can't be pushed forever, right? So they have to be done at some point. So now they're looking at, you know, i think it's going to ramp up quite quickly but what's really interesting about the da vinci system and and intuitive surgicals business model is they sell these robots they get them into hospitals and a couple things happen is the numbers on the hospitals ordering more as soon as they get the first one in is very impressive. So they're like, once they get one robot in there, these

surgeons, they're like, okay, we need more of these things. And they have numbers to back that up. But what's really, really interesting is 72% of the revenue is recurring for a hardware tech business this is incredible because what happens is anywhere from 700 to 3500 per procedure in instruments and accessories that are not reusable so they need to be used for every single surgery. So once you get the surgical system, the da Vinci inside a hospital, they're on a service agreement. So they're getting that recurring revenue on the service agreement and they're getting the instruments and accessories for every single surgery that's performed. So this makes up 72% of their revenues recurring for a very, very sticky hardware tech product. It's a great business model.

They have around 5,700 DaVinci systems installed worldwide. About, oh, yeah, just a little over half is in the US, one-sixth in Europe. They have over 800 systems in Asia, about 300 rest of the world. So when you look at just cracking the surface in terms of the amount of surgeries that they actually do, it is a huge runway for growth. So the stock's expensive, but the in terms of like this being so asymmetrical is very exciting yeah i mean i've been aware of them for a while and it's the good old razor and blade model right you buy the razor it's a good deal and then you have to buy the blades every

time that uh that you perform something so it's uh that same thing good old Gillette model exactly that's it so my number two is Air Canada so for me I'm just interested in seeing how travel will do in 2021 once the vaccines are fully rolled out will travel immediately get back to the pre-pandemic levels will it take some time will they take a few years will people still be kind of gun shy so to me i would i would include air canada along with the cruise line the hospitality the hotels all that just kind of the same bucket just to see overall how these travel and leisure businesses do in 2021 especially with the vaccine being rolled out and more widely available I have a feeling that it's it's obviously in my mind going to pick up but I feel like it won't be for a few years until it gets back to a pre-pandemic

level so for me Air Canada will be something just interesting to watch. I would not invest any money personally in Air Canada, at least not until it really is on the uptrend. I think you're better off waiting a bit too long than investing too early in it personally. Yeah, that's probably wise advice. We'll see. I mean, it seems, I mean, from where I live, it seems like we're getting further from that than we were several months ago. So we shall see. I'm going to pivot to Unity, ticker U.

you and this company ipo'd in 2019 so they're fairly new in terms of being on the public markets but they're not very new because they have 50 percent of games on their engine in terms of market share they basically split gaming engine market share down the middle with uh epic games is unreal engine which is owned by four uh which is owned by a ten cent so i love this business model for for two reasons is they have such a strong foothold already in what they call create solutions so this lets developers build games on their engines this is a platform type of product. And then they also have the operate segment, which is very interesting in terms of bringing, letting game developers bring their product to market. So whether it's advertising, a platform for, you know, making sure multiplayer works and servers and cloud delivery networks

all of these kinds of products they have then on this recurring model and it's it's very cool the reason why i find this even more interesting is not only the secular trend in video gaming. But the Unity engine can be used for so many other impressive applications, whether it's real estate or industrial. The move to modeling and building everything digitally before you actually put a shovel in the ground makes so much sense. It saves tons of money, avoids mistakes, lowers your risk. So beyond the secular trend of gaming, which Unity is in a great place to benefit from, there's so many other applications that are still very first inning type of scenario. And there is just a lot of runway for growth for Unity. And, you know, they already have a fantastic market share.

So I think even though it might be expensive, I think it's pretty low risk, honestly, moving forward from here. Did you end up pulling the trigger on that one? No, I didn't. I sneak peek into one of my other watch list ones here okay um i i bought the trade desk instead hey that's good too um so i will go with my third one so teladoc but i'll include docusign and zoom and any type of stay-at-home stocks i'm really interested in seeing how the companies that really really benefited from the pandemic, how they do in 2021, but also going forward.

Because obviously, as Zoom, if you just look at the revenues, it just exploded. Same thing for Teladoc, same thing for DocuSign. But those are all pretty solid businesses even before the pandemic started. And my personal view, and I'll come back to Teladoc on this, is I don't think people will necessarily go back to the old ways of doing things when it comes to telemedicine. I think people will like the convenience if they used it during the pandemic, if they had a mild case of COVID-19, for example, in the U.S., and they used the visit to view a doctor without ever having to go to the hospital. Being familiar with the service, I think we'll have huge tailwinds for them. They may not see the exact increase that they saw in 2020 for obvious reasons, but I think the best of those will keep doing well. The growth might not be as strong as it was this year,

but I think for the years to come, there'll be solid businesses. But I'm just kind of, I am intrigued to see how they do this year in 2022. If, yeah, like, for example, Zoom's the best example. People think that as soon as the vaccines are out, I've heard that, well, people will no longer do Zoom meetings or anything like that. Well, if you're a business and you want to save money, to me, it makes a whole lot of sense to do more meetings via Zoom than having to, you know, pay for employee expenses left, right, and center. But all that to say, I'm interested in seeing how they'll do in 2021. All that to say, I'm interested in seeing how they'll do in 2021.

Yeah, it's a good point. I mean, obviously, Zoom's growth in 2020 is pulled forward years of growth for the business. But to say that, you know, on reopening of the economy, that people won't be using these services anymore is completely ludicrous. using these services anymore is complete uh completely ludicrous so it could be good entry points for some of these businesses like teledoc like zoom right you know the zoom has become a verb like that the amount of it has the amount of brand foothold that they have like acquired is incredible so assuming that the that the growth this year would be you know a reasonable trajectory for moving forward uh is way too bold of an assumption but the that growth could continue and that they will have low churn i think is actually pretty fair so if if if uh stay at home stocks get beaten up on reopening,

then it could be probably a good entry point. That's a good point there, Simon. Okay, I'm going to talk about a fairly controversial business, depending on who you talk to. Match Group. Okay, so Match Group. They own Tinder, Match.com, Plenty of Fish, OkCupid, Hinge. And I could go on this long, long list of all of their very niche dating applications that they have. And I think this has gone under the radar as one of the best pandemic stocks. And the reason for that is because,

best pandemic stocks. And the reason for that is because, well, the numbers speak for themselves, but people thought, you know, date dating is dead in a pandemic. But since people can't actually meet in person, it's, it's one of these things that have accelerated greatly, in terms of people meeting online, and then, you know, meeting in person and it being, you know, one-on-one potentially more safe. So the numbers speak for themselves. Like, this is not just my theory, but what's really interesting about the business is monetization has been improving really, really, uh, really well over the last couple years um their average revenue per per uh average revenue per user arpu is steadily climbing every year and if this starts to accelerate even more i could be interested in starting a position but they have a straight up monopoly on online dating uh the only big app that they don't own that uh reaches top on app store every

year is bumble um but tinder is like 10 times bigger probably more um and some of the ones that they've been acquiring have been growing really fast so i mean it's it's it feels like a weird stock to own for most people i'm'm sure. But Tinder is the number one downloaded and top grossing dating app worldwide. And it is the highest grossing overall application in the world, which is absolutely bonkers to think about. So, you know, they are monetizing it clearly. And the monetization per user is accelerating so this business could be could be uh much bigger from here even at 40 odd some odd billion in market cap it feels like it could be a lot bigger in the future yeah hey pandemic or not everyone

needs a bit of loving that's right man you man. You got it. No, but all jokes aside, don't underestimate the need for human connection. So that personal connection that people have. So pandemic or not, it's going to happen and completely agree with you. I think this business will be strong for years, if not decades to come. As do-it-yourself investors,

we want to keep our fees low. That's why Simone and I have been using Questrade as our online broker for so many years now. Questrade is Canada's number one rated online broker by MoneySense. And with them, you can buy all North American ETFs, not just a few select ones, all commission free so that you can choose the ETFs that you want. And they charge no annual RRSP or TFSA account fees. They have an award-winning customer service team with real people that are ready to help if you have questions along the way. As a customer myself, I've been impressed with Questrade's customer service. Whenever I call or email, every support rep is very knowledgeable and they get exactly what I need done quickly. Switch for free today and keep more of your money. Visit questrade.com

for details. That is questrade.com. Here on the show, we talk about companies with strong two-sided networks make for the best products. I'm going to spend this coming February and March in an Airbnb in South Florida for a combination of work and vacation and realized, hey, my place could be a great Airbnb while I'm away. Since it's just going to be sitting empty, it could make some extra income. But there are still so many people who don't even think about hosting on Airbnb or think it's a lot of work to get started. But now it is easier than ever with Airbnb's new co-host network. You can hire a local quality co-host to take care of your home and guests. It's a win-win since you make some extra money hosting

on Airbnb, but can still focus on enjoying your time away. Find a co-host at Airbnb.ca forward slash host. That is Airbnb.ca forward slash host. So my number fourth is, again, I grouped about three together. So I'll be interested in watching BIP, Brookfield Infrastructure Partners, Brookfield Renewable Partners, but also Suncor. So it's a bit of a weird mix, but really how those businesses really get affected by federal governments around the world investing in infrastructure. So the Canadian federal government announced a couple of months ago that they'd be investing $10 billion, and a lot of that is going into renewable energy. So I'll be really interested in how that works out.

But as Canadians, we all know whenever there is infrastructure investment there's always the whole pipeline debate the whole debate with oil the tar sands and so on so be interesting of all those three which one benefits the most and as a side note i'm also interested in seeing how oil will do oil and gas in 2021 It's been crushed in 2020 for obvious reasons. Demand wasn't there. There was a price war between Saudi Arabia and Russia. Pretty much everything that could go wrong for oil went wrong. But also there has been a lot of demand for renewable energy.

BP has been on a tear. It's been one of my best performing stocks in 2020. So just those tailwinds, if renewable infrastructure investments will continue, and if there might also be, on a side note, I would not touch that, but there might also be some really good value plays when it comes to the oil and gas sector. Yeah, there's probably tons of value there from a contrarian standpoint. Not that we're particularly interested in it.

There could be a huge contrarian play in some of them. You know, humans aren't off oil and gas just yet. The market seems to be very, very forward-thinking on that we'll never never, you know, turn on our furnace again. So it's a good point to bring up. Okay. So for my fourth pick, I hinted at this a little bit earlier that I did start a position in the trade desk. Ticker is TTD. Now this is a US based business. It's a software platform for digital advertising agencies to buy ads primarily um and so they do omni-channel so whether you're buying ads so say you're a big

company you have your digital advertising agency who runs your ad campaigns which they all do the those ad campaign agencies will buy bulk ads and the trade desk is now the leader and have created an actual market for these targeted ads and they do omni-channel so whether you're buying ads for search and that revenue going to google or say it's connected tv um on social media you name it all the omni channels the trade desk has a now a market and a software platform for people to buy ads and what they think is they're they're agnostic to how you buy the ads and what channel you buy it on, but they are very consistent on their messaging that no matter what, if it's a digital ad or not in the traditional sense, is that it will be purchased and traded over this market on the internet. And wow, the growth speaks for itself.

The growth speaks for itself. They've grown revenue anywhere from 70%, 50%, 30%, 86%. Those are the last five years. Explosive growth on revenue especially. It's just absolutely nuts how well this business is doing. It is founder led, which I really, really like. The founder, he still owns a ton of the business. Gross margins are really high, 77%. Good EBITDA margins. Now the stock is very expensive. It is the most expensive stock I've ever bought. It trades at like almost 50 times sales. Like you would never catch me buying this if i didn't think it was an exceptional business model uh exceptional with a capital e i truly think this is one of the best business models out there it is very expensive so um i just have an entry position a very small one for now but i'm'm watching it for this year for sure. Yeah, I had to refresh my phone screen when you told me you bought it. I'm like, really?

Brayden is buying something 50 times sales? Oh, God, I know. I had to think long and hard about it, but I've missed some exceptional business models because they're trading too expensively and regretted it. So, I mean, if it is too expensive and growth slows and has a massive pullback, I'm not going to lose any sleep at night because it is just a small position. Hey, that's the most important thing. So my number five, Home Depot.

So the reason why I find Home Depot really interesting is they were very resilient during 2020. Their sales were slightly up over the year before. Everyone knows Home Depot. They're very tied to the housing industry, but I like it a lot better than builders because the builders, the home builders can be very cyclical and it's going to be interesting in 2021 how it pans out in the US Canada specifically with low interest rates which all signs point to those interest rates staying low potential defaults on mortgages because that could have a big impact on the price of homes and a lot of different things it could have a bit of a ripple effect government incentives as well if people don't know there's actually quite a bit of

government incentives for home buyers if you're interested in looking that up just type in chmc government incentives you'll be able to see some of the new ones that are available there's been a few new ones the past couple of years. But Home Depot will be really interesting because in my mind, it's a lower risk play, pays a nice dividend. You get exposure to the housing market without necessarily the cyclicality of those home builders. They're a very well-run business. I do own it as well.

I started the position in march so it's been a really good stock for me and in 2020 uh but i'll be interested in seeing because they're so tied to the housing market um they have a lot of pro builders as well that they have reward programs with them so it'll be interesting how they do in 2021 whether their sales kind of stay stable increase go down i think that'll be a good indicator for the overall housing market basically how home depot does i'd say it was a pretty good year for them too yeah 2020 oh yeah yeah it was i mean it was a it was a good year, even like stock price aside. I think they did. Considering what happened, they did really, really well.

A lot of their sales that did not happen during the March, April time frame. A lot of people just hold off, held off on them and just bought what they needed to buy a few months afterwards. So they really weren't overall for the year, really not that much impacted by it. No, yeah. I think the impacts were only positive for the business, for better or for worse. Yeah, it's a good one to watch. I think home builders and Home Depot are in a good position moving forward.

All right. Another one I'm watching is we already talked about the spinoff that is happening with consolation software for their topic is business but the reason i'm watching consolation software for this year is that they've been clear on the fact that they could extract so much value if they did a bunch of spinoffs. Mark Leonard, the CEO and founder, I love that he still runs the business. He's been pretty clear that spinoffs could be great for shareholders. And this Topicus spinoff, I feel like is that test. If this goes well, you could see them do more spinoffs moving forward so i'm

very interested to see how topic has performed on a pub on the public markets it's an interesting business based out of the netherlands i believe uh yeah the netherlands and so it could be interesting to see like valeris one of their operating groups could potentially be spun out and that's been a target um and and whispers of shareholders saying that that could be spun out um but yeah we'll see i think this topic is going to be a real litmus test for how these spinoffs will do but uh if you're not familiar with consolation software it does only trade on the tsx under ticker cU. And it's one of Canada's best capital allocators. They buy software firms and integrated markets and they take cash flow from these profitable cash flowing

software companies that they buy. And then they consistently acquire more. We've seen this business model work. Mark Leonard is a genius and he's held their return on invested capital of buying these businesses at well over 35% consistently for over 10 years. So these guys know what they do, what they're doing, and they just consistently bring value. The stock's been in a hundred bagger on the TSX. So everyone's done really well and I'm happy to own a whole boatload of it here. But definitely watching how this spinoff works out in 2021. Yeah, I mean, you know Constellation better than I do. So I kind of go with what you say when it comes to Constellation software.

Yeah, fair enough. It's a big business now, a really big business. I think that does it. We did our five. I know our watch list exceeds these businesses. We had more than five businesses. We already talked about 10 businesses that we talked about today, but it should be an interesting year, right?

We all thought it would look a lot different moving into this year, but it looks like it's going to be more of the same for a little while. So it should be interesting to see how the stock market does. Who could have expected what last year would look like in terms of returns. Some people did exceptionally well. I know my US portfolio was up 39.3% in a pandemic. Who would have expected that? So it should be an interesting year. As always, GetStockMarket.com brings you to Stratosphere. Stratosphere is a platform that lets you look up every key statistic, 10-year financial statements, analyst buy-sell ratings, insider information. You can see if executives are buying or selling the stock. There's a stock screener. There's top picks.

There's a community forum if you want to ask questions. It's all there. So if you go to getstockmarket.com, it goes to Stratosphere. You can do a 14-day free trial. And boom, you have your New Year's resolution already covered, which is better data for 2021. Better data is better decisions. And we'll see you guys next week. I know, Simon, I think I'm speaking on your behalf with confidence here that we're really excited to grow the podcast more this year.

It was a really good few last months for this podcast in last year. So share it with your friends. If you have not given this podcast a five-star rating, wrote a review, go ahead and do that because we really appreciate it. All right, guys. That does it for this week. We'll see you soon. Bye-bye. The Canadian investor is not to be taken as investment advice.

Braden or Simone may own securities mentioned on this podcast. Always make sure to do your own research and due diligence before making investment decisions.