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The specialty insurance market is a high profit margin industry, and TSU has done an excellent job at expanding its profit margins, increasing its top-line growth, and remaining competitive in a highly competitive industry. Rating initiated at 'B'.
Given the strong balance sheet and growth prospects, the company remains well-positioned to achieve its long-term consumer loan portfolio objectives. Rating maintained at 'B+'.
A brief update on select companies from the 5i Research coverage list. This report serves as the official rating update on the companies referenced herein. New ratings, if applicable, will be reflected in the Summary report at month-end.
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WSP Global Inc. (WSP)
Premium Brands Holdings Corporation (PBH)
iShares S&P/TSX Capped Information Technology Index ETF (XIT)
Q: Hi...do you put much stock in the "death cross"? I see the 50mda has dropped below the 200mda for each of PBH, WSP and XIT (ya, I know technicals aren't as reliable when applied to ETFs). What is your opinion on both the "golden cross" and the "death cross"? Are either or both reliable?
I trimmed all three on the way up (in keeping with my asset allocation target ranges). I have already added a bit to XIT, with more planned next month. I was considering adding to PBH and WSP once things settle down in a week or two.
Your thoughts?
Thanks...Steve
Q: Could you please comment on Pgm? Is it good to average down? Thanks as Always.
Read Answer
Q: In a January 21 answer to a member’s question on SHOP, you stated that the P/E for SHOP was well over 100x, whereas the poser of the question thought it was close to 30x. I think the confusion is rooted upon 5i basing its calculation on adjusted earnings, whereas the member was likely considering GAAP earnings. I raise the point only because I have recently seen others state the P/E of SHOP as in the 30s as well, including in the G&M, and I think it would be helpful for 5i to be clear about which earnings it is using for its calculation. (I hope I am not wrong in my understanding of the situation).
Personally, as a DIY investor, the P/E is often one of the top 2 or 3 data points I use when making a buy/sell decision, and I would be tempted to guess this is true for many other members. For what it’s worth, I agree that the adjusted earnings are more relevant in the case of SHOP. I would very much welcome any further comments or blogs by 5i that discuss adjusted vs GAAP
earnings.
Thank you for your more than excellent service. Hardly a week goes by where I don’t at some point read all the Q&A , reports and updates on your site. I have learned much.
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