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Conflict-Free Research on Investments: Stocks, Funds, IPOs

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Peter Hodson and Ryan Modesto

5i Recent Blog Posts

The Future of Retail

The family recently took a ‘trip’ through an Indigo (revamped Chapters) store for a Paw Patrol event and to my family’s eye rolling, it got my head spinning on various investment implications regarding names such as Indigo (IDG), Spin Master (TOY), the current state of retail and the future of retail.

Ryan M Mar 16, 2019


5i updates and portfolio changes

Updated Reports:

We have an updated report on Great Canadian Gaming Inc (GC) posted on site.  

Company News

Bank of Nova Scotia (BNS)

BNS recently reported a year-over-year decline in earnings and missed on estimates but raised its dividend.  The international division was the only segment to post earnings growth. It struggled in its capital markets but calls the quarter 'a bottom point' for the segment. Expenses were also higher than expected. BNS is retreating a bit from international operations, with a recent move to reduce Thai exposure. This may be the right move while it refocuses on Canada, but we continue to see solid international potential. BNS is cheap now on valuation and with the dividend bump the yield remains attractive. 
Peter Hodson Mar 13, 2019
5i Recent Questions

Q: Mark asked a question today and the stock was not identified. Can you clarify please?

Sheldon

Read Answer Asked by Sheldon on March 19, 2019
5i Recent Reports
Rating
B

Review of BRP Inc

MAR 12, 2019 - Powersport vehicle and propulsion system manufacturer and distributor that has consecutively beaten estimates and created a new segment with two recent acquisitions. Rating maintained at 'B'.

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Rating
B

Review of Absolute Software

MAR 12, 2019 - Security software provider that pays a dividend. Raised EBITDA guidance twice and new license signed bringing in $1 million in revenues. Rating maintained at 'B'.

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Rating
B

Review of Sylogist

JAN 30, 2019 - Growing via acquisitions and organic growth. Increased success in US education markets. Rating upgraded one notch to 'B'.

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