Market, Model Portfolio, and Report Updates - February 20, 2024

Zach Diaz Feb 20, 2024
Headline image for Market, Model Portfolio, and Report Updates - February 20, 2024

New Podcast Episode!

Stock Market Stories with Peter Hodson - Part Two

Chris White speaks with Peter Hodson, Founder and Head of Research at 5i Research about ‘stock market stories’. Peter discusses his favourite US and Canadian stocks and his insightful perspective on the current state of the market. Peter also shares the inspiration behind starting 5i Research, and imparts some invaluable investment tips.

Listen Now on Spotify

Follow us on Spotify to stay updated and get instant notifications for new podcast episodes!

 

Watch Now on YouTube

Subscribe to our YouTube channel to never miss out on our latest podcast episodes!


US Market Outlook Webinar

Join Peter Hodson and Ryan Modesto as they discuss US markets and four top stocks in the US to keep an eye on. The Webinar will be held on February 27 at 1PM EST.

You can sign up for the webinar here.


Report Updates

We have posted report updates on Real Matters (REAL) and CAE Inc. (CAE). REAL operates in the real estate appraisal and title service industry in North America, and CAE is a software company that provides digital training in the form of software-based simulation training and critical operations support solutions for workers such as pilots, cabin crew, airlines, etc. One company is seeing a cyclical downturn and expects its recovery could be longer than expected, while the other might be a value play given its low valuation and potential for margin growth.

Read the latest updates by logging in 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