Market, Model Portfolio, New Report, and Report Updates

Zach Diaz Aug 22, 2024
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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 where we will also hosting Canadian MoneySaver contributors on a range of topics!

Register here: WWW.TORONTOMONEYSHOW.COM Priority Code 063131


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


New Report

We have posted a new report on StorageVault Canada (SVI). SVI is one of the largest storage providers in Canada, which owns, manages and rents 249 storage locations across Canada, of which SVI owns 218 locations and 5,015 portable storage units. It is an industry leader in Canadian storage real estate, and the economics of the storage business are highly attractive. We think this name can see some near-term tailwinds, and we discuss that and more in the report below!

Read the latest updates by logging in here!

Report Updates

We have posted report updates on BRP Inc. (DOO) and Pollard Banknote Limited (PBL). PBL is one of the leading providers of products and services to the lottery and charitable gaming industries in the world, and DOO is a designer and manufacturer of power sports like snowmobiles, recreational motorcycle vehicles and marine products. DOO has faced some challenges including an industry downturn, and PBL has been steady, but has seen its share price decline due to the loss of one customer. One name we have downgraded, while the other we think has the potential for long-term tailwinds due to some of its initiatives.

Read the latest updates by logging in here!