
5 from 5i: Does inflation actually benefit value stocks
Weekly stock market update & five stock related articles we thought were a must-read this week
Weekly stock market update & five stock related articles we thought were a must-read this week
After having looked at some of the largest fund/asset managers in North America, we wanted to change the pace a bit and look at lesser-known Madison Asset Management.
Weekly stock market update & five stock related articles we thought were a must-read this week
The market returns along with volatility within the market highlight that there appears to be an equity market rotation as opposed to assets going from equity to fixed income or cash. This is where you can have certain sectors decline, but other areas offset it and potentially lift the broad markets.
New Report
We have a new report on Magellan Aerospace Corp (MAL). This company manufactures aircraft components and services aircraft manufacturers globally. The company has done well in maintaining and growing the dividend despite the COVID shock to the industry. We think MAL is well-positioned to benefit from a recovery in the airline industry while providing low downside risk for income-seeking investors.
Read the new report by logging in here!
This week, we offer you something different.
Recently, our own Peter Hodson connected with The MoneySaver Podcast and shared some lessons learned over his career. Listen today to hear the Man behind 5i research share his experience, knowledge, and wisdom too.
Here is a sample of some of the questions discussed:
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Weekly stock market update & five stock related articles we thought were a must-read this week
With so much talk about a rotation from ‘growth to value’, we think it is important to remember that growth at the fundamental level is always something an investor should look for, even in a dividend company. We think strong fundamentals should guide stock selection regardless of whether one considers themselves to be a ‘growth’ or ‘value’ investor or a mix of both.
Weekly stock market update & five stock related articles we thought were a must-read this week
Stock Market Updates from 5i Research - Mar 18, 2021
We have a flash report update of 11 companies on our coverage list, many of which recently reported earnings. With an anticipated economic recovery, the prospects of many names in this report look bright going forward and for that, we reason we have maintained most of our ratings. However, we have downgraded the rating for one company.