5i updates and portfolio changes

Updated Reports:

We have updated reports on First Capital Realty (FCR), Descartes Systems Group (DSG) and Enbridge (ENB). We have two ratings maintained and one lowered a notch to reflect a changing interest rate picture. Log-in to view the report s and see our view on the companies.

Company updates:

Methanex (MX, NR)

Methanex reported results that were shy on earnings estimates with EPS of $1.92 vs. $1.96 expected, but revenue beat estimates. The quarter looked like a steady result from a strong operator trading at a cheap valuation.

Constellation

5i Stock Screener - Opportunity for Industrials Post-NAFTA

Volatility from NAFTA worries may have created an opportunity for some industrials. Here's a filter that will help find some solid names to consider.

Headline image for 5 from 5i: The reality of low-volatility stocks

5 from 5i: The reality of low-volatility stocks

Weekly stock market update & five stock related articles we thought were a must-read this week

XPEL Technologies Corp (DAP.U)
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- View Questions on DAP.U

Q: What is the consensus for Q3 revenue, adjusted ebitda and eps please.

Read Answer Asked by sandy on November 13, 2018

Etsy Inc. (ETSY)
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- View Questions on ETSY

Q: Why ETSY is dropping this much today? Could you please comment on their results and outlook. Would you hold it for long term?

Thanks,
Milan

Read Answer Asked by Milan on November 13, 2018

Q: Hi 5i,
Thanks for the reply to my previous question on USD etfs. I had also asked "What percentage weighting would you have for more growth, medium to high risk tolerance and long term hold ?" The etfs in question are QQQ, VOO or HXS, IPAY and IWO.

Thanks as always.

Read Answer Asked by John on November 13, 2018

Rating

B+

Review of Enbridge Inc.

NOV 01, 2018 - Energy transporter and distributor facing some headwinds despite strong balance sheet and better than expected dividend stability. Rating lowered a notch to 'B+'.

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Rating

B

Review of First Capital Realty

OCT 23, 2018 - Developer and manager of grocery-anchored properties, with a strong development pipeline. Shares trading at a premium due to its defensive play. Rating maintained at 'B'.

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Rating

B

Review of Descartes Systems Group

OCT 23, 2018 - A software-as-a-service logistics solutions provider with a proven track record of strong recurring revenues, high margins, and strong cash flow as well as a stellar share performance to reflect this. Rating maintained at 'B'.

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Rating

B+

Review of Cineplex Inc

OCT 16, 2018 - Cinema operator facing several headwinds including slow growth. Still a well-run company with cheap valuation and near monopoly. Rating downgraded a notch to 'B+'.

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Rating

B

Review of Exco Technologies Ltd.

OCT 16, 2018 - Manufacturer of dies and moulds to the die-cast and automotive industries, facing several headwinds including industry trends and inconsistent results. Valuations remain attractive. Rating maintained at 'B'

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