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 reports and see our view on the companies.
Company updates:
Methanex (MX, NR)
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 reports 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
Miscellaneous (MISC)