5i Research Blog
Aug 29, 2014 Five from 5i - Size Matters?
Burger King and Tim Hortons have recently announced that they are in merger talks with tax savings being cited as the primary motivation but we think there is more to the story.Read Full Post
Aug 22, 2014 Five from 5i - 90+ Charts
Aug 20, 2014 Student Transportation Inc.: Riskier than you think?
- Dividend funded through share issues.
- Continued share dilution since 2009.
- As interest rates rise, valuation could be at risk.
Aug 16, 2014 Stock Target Prices...ARE JUST BAD
Aug 12, 2014 Bloomberg Article on Avigilon
Avigilon is a stock that has many investors worried. Here is a Bloomberg article on the company.Read Full Post
Aug 11, 2014 REITs: Book Value and Net Asset Value Revealed
For investors that want to hold real estate as part of their portfolio but don’t want to deal with phone calls from cranky tenants, REITs can be an excellent alternative. But the analysis of REITs can also be some tricky stuff, particularly when it comes with understanding the differences between Book Value and Net Asset Value.
5i has contributed a post to MyOwnAdvisor that discusses the technical world of this without making your head spin.Read Full Post
Aug 08, 2014 Five from 5i - Frontier Markets
Aug 05, 2014 5i Filter - Dividend growers with room to run
August's stock filter looks for companies with a history of dividend growth and the ability to continue to grow their dividends.Read Full Post