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5i Report

Review of Toromont Industries

FEB 09, 2023 - TIH is an industry leader in specialized equipment rental in Canada. In this year's challenging macro environment, the business so far has proven to be resilient. Although, the share price at the time of this report already reflects some recessionary discount. We believe the long-term thesis of investing in TIH as a long-term compounder, with growing dividends, and a disciplined capital allocation strategy should reward long-term shareholders well. Rating initiated at B+.

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5i Recent Questions
Q: Hi Peter & 5i,
Q1 - CSU and VGT values have caused my TECH sector allocation to be overweight. Knowing you can't personalize weightings and keeping in mind the theory of letting your winners run. Would you see a trim of CSU and VGT and putting those proceeds into GSY as good switch for future growth? Or would I be just shuffling future growth from one sector to another?
Q2 - In showdown of TIH and EIF which one would you recommend for overall future returns? Do you have concerns about the debt levels of EIF versus the EBITDA? No such concerns with TIH.
Thanks always for your great insight and advice.
Read Answer Asked by Dennis on February 26, 2024
Q: Hello, can you suggest 5 consumer stocks and 5 industrial stocks, either in Canada and US, with a brief reason for each suggestion. I am trying to re-balance my portfolio and I am overweight in tech right now. Thanks!
Read Answer Asked by Martin on February 09, 2024
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