Macro Market Models Update
Alert for Portfolio Analytics users that missed our announcement last week, the latest update for our Macro Market Models is now out, refreshed with the data for March. This isn’t just an update – it’s a treasure trove of insights that could be crucial for your investment decisions.
But we’re not stopping there – we’ve also conducted in-depth research on the Market Models, and have released this for Analytics users. You’ll find this new research in our ‘Educational’ section, which can be found here. A brief video from Chris on the monthly update can be found in the ‘Current Model Status’ section, found here.
Report Updates
We have posted report updates on Primo Water Corp (PRMW), Stella Jones (SJ), and Boyd Group Services (BYD). PRMW is a leading North American-focused water solutions provider with a highly predictable, recurring revenue business model. SJ is a leading producer of pressure-treated wood products, which supplies the continent’s major electrical utilities and telecommunication companies with wood utility poles. BYD is a large collision repair center operator both in terms of its scale of operations and revenues. One company has faced recent challenges in its labour margins, another company continues to demonstrate a successful acquisitive growth strategy, and the other company we feel has room to grow its dividends.
Read the latest updates by logging in here!