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

Invest Like a Fund Manager - Madison Asset Management

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.

5 from 5i: JP Morgan Chase Chairman & CEO Annual Letter

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

A Risky Stock Rotation?

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.

Stock Market Updates from 5i Research - April 1, 2021

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!

Something a little bit different- Interview with Peter Hodson

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:

• Tell us about what kind of investing you do!
• What other shares do you like but did sell because they weren’t living up to your expectations?
• Do you meet the management team? How close to you get to the managers to try and assess their strength?
• What other stocks have given you some regrets?

A

5 from 5i: The revised psychology of human misjudgment, by Charlie Munger

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

5i Screener: Finding Value Stocks With A Growth Twist

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.

5 from 5i: 2020 in review

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

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.