Tariff-ying Markets
“The long awaited ‘Liberation Day’ has now occurred and it is safe to say that markets are not big fans of how the day unfolded. As we write this, futures markets in the US are down in the 3% to 4% range, keeping in mind that markets these past few months can and have been turning on a dime, or rather turning on a tweet.”
Read the full write up on tariffs from Ryan Modesto over at the i2i Capital Management site here!
Report Updates
We have posted report updates on Sun Life Financial (SLF), Constellation Software (CSU), and Premium Brands Holdings (PBH). SLF is an insurance company that has been in business for around 160 years, CSU is one of the largest software businesses in Canada, and PBH is an investment platform that targets and acquires food businesses. One company is expected to continue to do well in the current investing climate, due to the recession-proof nature of its businesses. Another name has a strong financial profile and is a highly profitable business in terms of its profit metrics, while the other company might be at an inflection point given its latest earnings.
Read the latest updates by logging in here!