Microsoft (NASDAQ: MSFT ) (TSX: MSFT:CA ) is a company I strongly endorsed over a year ago. The stock has risen over 20% since my last time of writing, and today I'm back to continue pounding theProfessional equity portfolio manager for a boutique buy-side asset manager.My focus is on finding high-quality companies, applying a disciplined approach to valuation and identifying underappreciated opportunities. My goal is to identify opportunities in cash-rich companies with strong balance sheets and shareholde ...

Invesco Dynamic Leisure and Entertainment (NYSEARCA: PEJ ) is an ETF, which allows investors to share in the success of stocks in the leisure and entertainment sectors. While there is a definite appeal to owning businesses providing products and services associatedInternational analyst focused on finding great companies with durable competitive advantages and strong balance sheets, and aiming to buy their shares when they are being offered by the market at irrational prices.Analyst’s Disclosure: I/we have n ...