Market, Model Portfolio, and Report Updates!

Zach Diaz Oct 24, 2024
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Investor Sentiment - Results and New Survey

Thank you to all those who participated in the previous Investor Sentiment Survey. We have published the results from the survey in a report in a link here.

Please note that the weightings and categorization of these results are still a work in progress, and the model(s) used to analyze the results may change over time as more data comes in.

Alongside the release of the results from the previous survey, we are also releasing the next survey, which can be found below. This survey shouldn't take more than 5 minutes and no personal details are required.

Let us know how you are feeling about markets and the economy by following the link below! We will let you know the results in a following market update.

Investor Sentiment Survey


Report Updates

We have posted report updates on GDI Integrated Facility Services (GDI) and MTY Food Group (MTY). GDI is one of the largest outsourced facility service providers in North America, which boasts a highly stable and recurring business model. MTY is one of North America’s leading franchisors in the restaurant industry. It franchises and operates quick service, fast casual and casual dining restaurants. One company trades at a very cheap valuation, but generates high free cash flows and provides capital return to investors through buybacks and dividends, while the other has demonstrated a weakening sales growth rate in recent quarters, causing some concerns. We have downgraded one of the names by one notch. 

Read the latest updates by logging in here!