The Weekly Brief (As of September 25)
- Nvidia (NVDA) announced a $5 billion investment in Intel as the two companies will work together on Artificial Intelligence (AI) infrastructure and PCs.
- Meta Platforms (META) unveiled the company’s new AI smart glasses in a partnership with Ray-Ban, which is expected to go on sale starting September 30.
- Nvidia (NVDA) plans to invest up to $100 billion in AI startup OpenAI – the parent company of ChatGPT.
- Apple’s (AAPL) stock turns positive for the year in terms of year-to-date performance, as the company launched sales of iPhone 17.
- Goeasy (GSY) pushes back against the recent short-seller report, suggesting the company has been under-reporting its credit losses.
*Analysts of 5i Research responsible for this report ave a financial or other interest in META, NVDA and AAPL. The i2i Fund does not have a financial or other interest in securities mentioned.
New Podcast Episode!
Join your hosts, Chris and Ryan, as they go over trends in the broader markets, tweets of the week, review noteworthy Canadian stock dividend cuts and raises, review a recent Canadian MoneySaver issue, highlight four noteworthy questions from our Q&A, spotlight a recent 5i Research report, and talk about an important piece of investor education.
Join Ryan and Chris at the MoneyShow!
Join us at the MoneyShow on Friday, September 12, and Saturday, September 13. On September 13, Chris White will explore the unexpected yet common traits of long-term “compounder” stocks. Plus, Ryan teams up with Jon Erlichman for a special live edition of Ticker Takes — answering YOUR questions.
Flash Reports
We have posted a flash report on nine of our coverage companies. In it, we highlight themes of structural weakness and cases where stocks appear “cheap for a reason.” At the same time, we identify areas where companies are improving the quality of their earnings. The report includes several upgrades and downgrades, which we believe point to where the future winners are most likely to emerge.
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Report Update
We have posted a report update on FirstService Corp (FSV). FSV is a leader in a highly fragmented outsourced property service industry in North America. FSV has competitive advantages like scale, brands, and national coverage, and its business model is highly sticky and durable. We like its proven business model with a track record of consistent growth and solid shareholder returns over the last 30 years. Amid a challenging macro environment, we think FSV has executed tremendously well.
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