5i Research update; Feb 19, 2019

Updated Reports:

We have an updated report on A&W Revenue Royalties posted on site.

Company News

CAE Inc. (CAE)

The simulation training company posted EPS of $0.38 vs. $0.32 expected and revenues of $816 mln vs. $774 mln expected. Backlog totaled $9 billion and double-digit growth is expected in healthcare next year. Its civil aviation business expects low double-digit operating growth, while defense expects mid to high single-digit growth. Return on capital was 11.7%. We think the quarter looked solid here and the outlook sounds positive.

Absolute Software Corporation (ABT)

With a new CEO, on board as of last November, the transformation of leadership in recent years and a new contract to secure the computers and de

The January Bounce

Markets have seen already decent recovery from the late-2018 market slump. In fact, many Canadian companies have recovered way beyond expectations.

5 from 5i: Lessons from Horse Racing

Weekly stock market update & five stock related articles we thought were a must-read this week

5 from 5i: 200-day Moving Averages

Weekly stock market update & five stock related articles we thought were a must-read this week

Technical Analysis: 3 Dividend Paying Stocks Nearing a Breakout

Technical analysis of three Canadian dividend stocks.

Market Updates from 5i Research - January 31, 2019

We have three updated reports at 5i Research in the form of Alcanna (CLIQ), Sylogist (SYZ) and Swiss Water (SWP, formerly Ten Peaks). One report gets an upgrade, one a downgrade and one rating is maintained so make sure you give the reports a read. We also had an additional analysis on CLIQ that expands on some of our thoughts in the report. You can read the addendum here.

Should Aurora Cannabis buy Alcanna?

A look at whether pot producer Aurora Cannabis should purchase the pot retailer Alcanna outright.

5 from 5i: Expectations for investments

Weekly stock market update & five stock related articles we thought were a must-read this week

5i Research Updates - January 16

Just a friendly reminder for those that might not know, 5i Research has a watchlist feature. Members can add companies they are interested in to the list and will receive either a daily or weekly e-mail highlighting questions and answers for any companies that there has been an answer on within your list. Many have found this to be a useful 'alert' tool. All you need to do is turn the digest 'On', select your frequency and then add the companies you want to the list. The watchlist can be found here. Members can read on for more...

Taking stock of 2018

We take a look at some market stats for the 2018 year for US stocks and Canadian stocks.

5i Research Blog