The Weekly Brief (As of January 15)

Credit card stocks like Capital One (COF) and American Express (AXP) sank after President Trump proposed a 10% cap on the fees these cards can charge customers.
Most housing-related stocks like D.R. Horton (DHI), Equifax (EQX), etc. jumped after President Trump ordered his “representatives” to buy $200 billion of mortgage bonds to help lower rates.
Maple Leaf Foods (MFI) hiked its dividend by 10 percent, while expecting mid-single-digit sales growth in FY2026.
TSMC reported revenue growth of 21% to $33 billion, while net profit came in at $16 billion, ahead of analysts’ estimates. The company also plans to increase its capital spending by around 40% this year after reporting a 35% jump in profit for the latest quarter.
Both Goldman Sachs (GS) and Morgan Stanley (MS) reported a strong year for their investment banking businesses, as the dealmaking boom spread across Wall Street for most of 2025.

*Analysts of 5i Research responsible for this report do not have a financial or other interest in securities mentioned. 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.