5 from 5i: The Magnificent Seven: Fortune or Folly?
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Weekly stock market update & five stock related articles we thought were a must-read this week
Webinar Description: 5i Research's Senior Investment Analyst, Chris White, discusses the...
In this edition of ‘Stock Teasers’, we are going to be looking at Canadian stock...
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. Overall, we believe that GIL is a well-run company, but growth has been lacking which has resulted in the stock being relatively flat over the last few years. On the back of these factors, we are dropping our rating one notch to a ‘B.’
NPI holds a significant position in the production of renewable energy and utilities. The company’s business model generates high and consistent cash flows through contracted revenues and pays out a high percentage of these through dividends. We think that NPI should continue to perform with the industry, while the realization of the benefits of growth projects is a few years away. We expect some degree of pressure to be put on the company financially as it has to balance its high debt load with status as a high dividend payer. We are maintaining our rating of a ‘B’ for NPI due to the offsetting factors of industry tailwinds and likely increased expenses.
TIH is an industry leader in specialized equipment rental in Canada. Amid a challenging macro environment in the last few years, the business so far has proven to be resilient. We believe TIH will continue to grow dividends, and allocate capital in a disciplined manner, resulting in meaningful value creation for shareholders. We are maintaining our rating initiated at “B+”.
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