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5i Research Blog

The Future of Retail

The family recently took a ‘trip’ through an Indigo (revamped Chapters) store for a Paw Patrol event and to my family’s eye rolling, it got my head spinning on various investment implications regarding names such as Indigo (IDG), Spin Master (TOY), the current state of retail and the future of retail.

Ryan Mar 16, 2019

5i updates and portfolio changes

Updated Reports:

We have an updated report on Great Canadian Gaming Inc (GC) posted on site.  

Company News

Bank of Nova Scotia (BNS)

BNS recently reported a year-over-year decline in earnings and missed on estimates but raised its dividend.  The international division was the only segment to post earnings growth. It struggled in its capital markets but calls the quarter 'a bottom point' for the segment. Expenses were also higher than expected. BNS is retreating a bit from international operations, with a recent move to reduce Thai exposure. This may be the right move while it refocuses on Canada, but we continue to see solid international potential. BNS is cheap now on valuation and with the dividend bump the yield remains attractive. 

Peter Mar 13, 2019
Headline image for 5 from 5i: Bears in Bulls

5 from 5i: Bears in Bulls

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

Barkha Mar 08, 2019

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
Peter Feb 20, 2019

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.

M Feb 20, 2019
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