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Peter Hodson and Ryan Modesto

5i Recent Blog Posts
Headline image for What is Risk in Investing?

What is Risk in Investing?

Two views of risk 

In the context of investing, you hear the word on a daily basis. High or low-risk, risk on and off, risk tolerance, risk willingness, longevity risk, you name it. It is a single, simple word but can mean very different things to different people.

While risk can mean something different to everyone, it is a fundamental aspect of investing and one needs to understand not just what risk is but what risk means to the individual...

Ryan Modesto Jul 16, 2018


Headline image for Four Strategies to Help Fight Off a Trade War

Four Strategies to Help Fight Off a Trade War

You cannot turn on a T.V. or open up a computer without hearing about trade wars or tariffs it seems. The United States has increased pressure on China, sending the Shanghai Composite into bear market territory, down 20% from its high.

It has also impacted companies in Canada that are deemed to be susceptible to higher prices from the tariffs and almost ironically, even companies in the US that they are trying to ‘protect’ such as Harley Davidson which has noted it is moving some production to Europe to help combat higher prices from tariffs.

While how this will impact any single economy or company remains uncertain, the common thread here is that it is adding a lot of uncertainty for investors and markets hate uncertainty. For investors looking for ways to stay invested while hopefully avoiding significant trade disruptions, here are a few areas we think that an investor can focus their attention on...

Ryan Modesto Jul 04, 2018
5i Recent Questions

Q: Hi, I am trying to reduce/consolidate number of stocks in my portfolio and also raise some cash. Except SJ (1.5%), all others mentioned here currently have < 1% position. I am holding YGR and BDI for Energy exposure, as my only other holdings in the sector are ENB (3.5%) and PKI (1.7%). I also like the momentum and prospects, based recent developments and your comments on COV and waiting for an opportunity to add on a pullback. RHT, VB and DOL were purchased in small quantities, at the time of addition to 5i potfolios. I also like SJ, and think, market is not assigning it proper valuation at this time. So, I am considering selling RHT, VB and DOL and use some cash to add to SJ. What is your opinion ? Do you believe, there are any near term catalysts for these 3 companies to hold on for now or it should be fine to liquidate. Thanks

Read Answer Asked by rajeev on July 18, 2018
5i Recent Reports
Rating
B

Review of Covalon Technologies

JUL 17, 2018 - Healthcare company that sells products related to wound care and infection control. Recent contracts make it particularly interesting. Initiating coverage at a 'B' rating.

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Rating
B+

Review of Fiera Capital

JUL 17, 2018 - Growing in assets under management but does face some headwinds. Despite risks faced due to rising interest rate environment, valuations and dividend look attractive. Rating maintained at 'B+'.

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Rating
B+

Review of Gildan Activewear

JUL 17, 2018 - Apparel company with having acquired American Apparel last year, consolidating its segments for more efficiencies, a recent dividend hike, and a strong balance sheet. Rating maintained at 'B+'.

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Rating
B+

Review of Enghouse Systems

JUL 09, 2018 - Enterprise software solution provider with high insider ownership, stellar fundamentals, strong recent acquisitions and reaching all-time highs. Rating downgraded one notch to 'B+'.

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Rating
B+

Review of Park Lawn Corporation

JUN 27, 2018 - Only Canadian public company serving the death-care industry with a healthy balance sheet, the potential for EBITDA margin expansions and recent acquisitions. We have recently added PLC to the income model portfolio and are initiating coverage at B+.

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