The Weekly Brief (As of October 9)
- Cannabis players such as Canopy Growth Corporation (WEED) and Tilray Brands (TLRY) surged after President Trump advocated the potential benefit of using cannabidiol for senior healthcare.
- Intel (INTC) is in early talks to add Advanced Micro Devices (AMD) as a foundry customer, after AMD was reportedly evaluating Intel’s manufacturing technology for some time.
- Advanced Micro Devices (AMD)’s share price jumped significantly as the company announced a chip supply partnership for AI infrastructure with OpenAI.
- Elon Musk’s artificial intelligence (AI) start-up, xAI, is reportedly raising $20 billion in funding from Nvidia (NVDA).
- Enbridge (ENB) announced a leadership transition effective January next year. Cynthia Hansen, the executive vice president and president of gas transmission, will become special advisor to CEO Greg Ebel, ahead of her retirement on January 1, 2027.
*Analysts of 5i Research responsible for this report have a financial or other interest in AMD and NVDA. The i2i Fund does not have a financial or other interest in securities mentioned.
New Podcast Episode!
Join your hosts, Chris and Michael, as they go over trends in the broader markets, review two Canadian small-cap stocks, discuss public SaaS companies and the AI disruption theme, analyze interest rates and market returns, a CSU-specific returns analysis, highlight one interesting ETF, and Chris highlights his mental framework for understanding Bitcoin.
Missed Chris at the MoneyShow? Here’s Your Chance to Catch His Presentation
If you missed Chris White, Head of Research at 5i Research, at the MoneyShow in Toronto - here’s your chance to catch his presentation again, exclusively for 5i members.
In this webinar, Chris outlines the unexpected but common characteristics shared by long-term “compounder” stocks, explains why these traits often lead to strong performance, and highlights real examples of companies that fit the mold.
Learn why the most misunderstood stocks often become the best performers — and how to spot them before the crowd does.
Wednesday, October 22, at 10:30AM EST.
Report Updates
We have posted a report update on Goeasy (GSY), Propel Holdings (PRL), and Trisura Group (TSU). GSY is one of the leading consumer lenders in Canada, with a full suite of financial services for Canadians with near to non-prime credit scores. PRL is an innovative fintech company that operates across Canada, the US, and now the UK. TSU is a specialty insurance and surety provider that has roots in the Brookfield family. One name has a clear playbook and a strong track record of double-digit growth in book value, another is trading at attractive levels, while the third name is operating in a strong demand environment.
Read the latest updates by logging in here!