Market, Model Portfolio, New Report, and Report Updates!

Zach Diaz Jun 13, 2024
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Investor Sentiment 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 our next market update.

Investor Sentiment Survey


New Report

We have posted a new report on Vitalhub Corp (VHI). VHI is a serial acquirer in the digital health solutions market, and its offerings mainly focus on acute hospital, mental health, community and the social services sectors. Its acquisition targets are companies with a high degree of recurring revenue, a customer base with a high retention rate, and at attractive valuations. We feel this is an interesting name in the Canadian small-cap healthcare sector that has the potential to become a high-quality, well-recognized name in the Canadian healthcare space.

Read the latest updates by logging in here!


Report Updates

We have posted report updates on Brookfield Renewable Partners L.P. (BEP.UN) and Goeasy (GSY). BEP.UN is a globally diversified, multi-technology, owner and operator of clean energy and sustainable solutions assets. GSY is a leading non-prime consumer lender that offers leasing and lending products to Canadian consumers, operating under easyhome, easyfinancial, and LendCare. One company has a strong management team, trades at a reasonable valuation, and continues to demonstrate strong growth rates, while the other has secular tailwinds, has announced recent partnerships, and its outlook is beginning to improve. We have upgraded our rating on one of the names.

Read the latest updates by logging in here!