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Gamehost Inc. (GH $11.75)
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Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.59)
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Dexterra Group Inc. (DXT $13.04)
Q: What is your current take on CSW.A, DXT and GH? Would you buy them at today's price? How would you rank for both dividend and growth?
5i Research Answer:
We don't see a whole lot of reason to own CSW. Trends around drinking trends are also likely to be another weight on shares.
DXT is interesting. Earnigns growth is high, the valuation is reasonable and momentum looks good here. Fairfax owns 50% of shares.
Gamehost is cheap, has a good yield and has had decent performance as well. It is more a name we would own for income and will be tied to general economic activity as well.