Market, Weekly Brief, Model Portfolio, and Report Updates!

Chris White May 22, 2025
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The Weekly Brief (As of May 22)

  • TerraVest Industries (TVK) announced a bought-deal financing up to $279 million to implement the acquisition strategy, specifically, the company looked to issue around 1.74 million shares at $160.30 each.
  • Apple (AAPL), China’s iPhone shipments to the U.S. in April declined to the lowest levels since 2011, marking a 14-year low, as tariffs disrupted trade between the two largest economies.
  • United Healthcare (UNH) saw meaningful insider purchases recently after a significant drop in share price
  • Canada Goose (GOOS) reported a 7.4% revenue growth to $384.6 million, above the consensus estimate of $355.1 million, driven by a direct-to-consumer channel, which jumped 15.7% during the quarter.
  • Amazon’s (AMZN) CEO, Andy Jassy said the company hasn’t seen any significant reduction in consumer spending or an increase in prices due to tariffs.

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

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Report Updates

We have posted report updates on Well Health Technologies (WELL) and Aritzia (ATZ). WELL is a practitioner-focused digital healthcare name in Canada, providing a comprehensive network of clinics supporting primary care, specialized care, and diagnostics services. ATZ is an apparel company that focuses on building a brand and lifestyle. One name has the potential for near-term headwinds but also reported solid operating results, while the management team at the other name believes the public market is currently undervaluing its shares.

Read the latest updates by logging in here!