Join Ryan Modesto at the MoneyShow!
Join us at the MoneyShow on September 13 and 14th. Join Ryan Modesto on September 14th where he will be talking about 'The Anatomy of a Big Winner' and also hosting Canadian MoneySaver contributors on a range of topics!
Register here: WWW.TORONTOMONEYSHOW.COM Priority Code 063131
Podcast Episode - June 27th
In case you missed it, here is our latest podcast episode from late June!
In this episode, Chris and Michael discuss the global rate cutting cycle, spotlight a few Canadian small-cap stocks, talk about which investment themes have and have not been working so far this year, and review some Q1 earnings results.
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.
New Report
We have posted a new report on Galaxy Digital Holdings (GLXY). GLXY is a holding company whose only significant asset is a minority interest in Galaxy Digital Holdings LP. The company is a financial services and investment management company that provides institutions with a full suite of solutions across the digital assets space. Its main focus is on digital assets and blockchain technology. The stock is in our growth model portfolio, and it is currently witnessing tailwinds with rising interest in the US Bitcoin ETFs as well as through its trading and asset management segments for institutions. We think this is a well-diversified business that operates in the burgeoning digital assets space.
Read the latest updates by logging in here!
Flash Reports
We have posted a flash report update for nine of our coverage companies. In the reports we see themes related to the challenging market environment for real estate exposure, as well as cyclical up and downtrends for energy and basic materials names. In the reports we note areas where we expect companies to begin improving their margins, or areas where we would prefer to see management increase execution. We also note weakness across specific industries, but long-term secular tailwinds remain in tact for certain names. Overall, we feel the report highlights companies that are in the wake of softening consumer demand, but given the right execution by management, can benefit from an ‘upcycle’.
Read the latest updates by logging in here!