The Weekly Brief (As of December 11)

Royal Bank (RY) posted higher profits in each of its business segments, reporting an adjusted EPS of $3.85, beating the estimate of $3.55, while also hiking the quarterly dividend by 10 cents to $1.64 per share.
Ottawa has signed a new strategic partnership with MDA Space (MDA) and Telesat to develop military satellite communications for the Canadian Armed Forces in the Arctic.
Groupe Dynamite (GRGD) – the parent company of women’s apparel brands like Dynamite and Garage – reported solid earnings with adjusted EPS growth of 75%, driven by 31.6% same-store sales growth, while declaring a one-time special dividend of $2.30 per share.
Amazon (AMZN) announced it plans to spend up to $35 billion in India over the next five years, focusing on business expansion and AI capabilities.
Dollarama (DOL) reported third-quarter profits of $1.17 per share, up from $0.98 per share in the same quarter last year, while also raising same-store sales growth guidance for its 2026 financial year to between 4.2 percent and 4.7 percent, up from the earlier range of 3.0 percent to 4.0 percent.

*Analysts of 5i Research responsible for this report have a financial or other interest in AMZN. The i2i Fund does not have a financial or other interest in securities mentioned.

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New Report

We have posted a new report update on Firan Technology (FTG). FTG is a provider of aerospace and defense electronics products and subsystems, with manufacturing facilities in Canada, the US, and China. Its core business is in printed circuit boards (PCBs). It has an acquisitive business model, with disciplined capital allocation, and we feel it continue to benefit from the aerospace industry recovery.

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Report Update

We have posted a report update on BRP Inc. (DOO). DOO is a global leader in the powersports industry with a diversified product portfolio under multiple brands and product lines. It designs and manufactures recreational vehicles such as snowmobiles, recreational motorcycle vehicles, and marine products composed of boats and marine engines. It experienced an industry downturn that lasted longer than expected due to weak consumer spending, and we feel that management has dealt with its inventory levels well in response to this downturn. We think there could be early signs of a turnaround here.