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Recent Stock Reports
Rating
B-

Review of Enghouse Systems

Nov 07, 2024

Enghouse Systems Ltd. (ENGH) is a software communications company that provides services centered around contact centers, video communications, virtual healthcare, telecommunications networks, public safety and the transit market. ENGH has faced some difficulties with returning to its premium valuation and high margin profile days over the past several years, and while it remains profitable and continues to issue dividends, a muted growth outlook is putting pressure on the stock price. EnergDue to its higher number of headwinds relative to tailwinds, we are downgrading the name by one notch to a ‘B-‘.

Rating
B

Review of Gildan Activewear Inc.

Nov 07, 2024

GIL has been a consistent, longstanding Canadian clothing provider. The company’s vertically integrated supply chain has been a key value creator which has allowed GIL to carve out an international position in the ever-competitive clothing industry. We think GIL looks attractive despite the valuation expanding to higher historical levels. We are maintaining our B rating out of prudence to the leadership changes but will consider a re-rating if performance continues to be strong.

Rating
B

Review of MTY Food Group Inc.

Oct 24, 2024

MTY is one of North America’s leading franchisors in the restaurant industry. Given the unfavourable macroeconomic conditions (high rates, inflation, consumer pressures) the growth of the stock has slowed. It does trade at very low multiples however which may understate a potential recovery and/or and acquisition. We are maintaining our rating of ‘B’

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Recent Stock Questions
Q: Hello Peter,
CSU's results did not beat estimates , yet stock is up. If other companies had similar results, the response in the market may not be that great. Is it due to constellation's history of being a good capital allocator? I saw this article on yahoo, link provided with an extract ,

"Toronto-based Constellation reported third-quarter financial results after the closing bell on Friday, booking a higher profit on an annualized basis, topping analyst expectations. Revenue for the three months ended Sept. 30 fell shy of estimates, while rising nearly 20 per cent year-over-year to US$2.5 billion."

https://ca.finance.yahoo.com/news/dubbed-canadas-berkshire-hathaway-constellation-softwares-stock-seen-hitting-new-all-time-high-162056191.html

Question,

Could you explain the higher profit that exceeded the estimates in the above extract? Thanks very much
Read Answer Asked by umedali on November 11, 2024
Q: You have consistently talked about your admiration for BN operationally. It has been trading in range for almost five years and is now hitting out a large breakout, almost independent of its subsidiaries. I know their CEO had spoken about the benefits of dropping rates. Any other comments on the rally here? Do you see it sticking for BN and also compared to private equity peers?
Read Answer Asked by Peter on November 11, 2024

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