Market and Report Updates!

Zach Diaz May 10, 2024
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Macro Market Models - April Update

A reminder to Portfolio Analytics members that the latest update for our Macro Market Models is now out, refreshed with the data for April.

 

We have also made changes to the charts to be more interactive. A brief video from Chris on the monthly update can be found in the ‘Current Model Status’ section, found here.


Investor Sentiment Survey

Thank you to all of those who have participated in our investor sentiment surveys thus far. We feel that these surveys have added value to our thought process on the current investment landscape, and we hope that you all have felt the same. 

The survey shouldn't take more than 5 minutes and no personal details are required.

Let us know how you are feeling about markets and the economy by following the link below! We will let you know the results in our next market update.

Investor Sentiment Survey


Report Updates

We have posted report updates on Shopify (SHOP)Winpak (WPK), and Aritzia (ATZ). SHOP is a leading global commerce company that provides essential internet infrastructure, WPK is one of the leading manufacturers and distributors of packaging materials along with producing packaging machines, and ATZ is an apparel company that focuses on building its brand and style. One name has maintained a strong balance sheet with essentially no debt, another one name is priced to perfection, but has strong catalysts for future growth, while the third name has shown disciplined capital allocation.

Read the latest updates by logging in here!