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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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FirstService Corporation (FSV)
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TFI International Inc. (TFII)
Q: Some time back, based on your recommendations ( thank you ) I added BN and GSY to my cash portfolio which is loaded up with banks, utilities , telecom etc, to include more growth oriented high quality stocks and am now able to add one of these four. Would you please give me a quick analysis of each detailing strengths/weaknesses financially , operationally,
sector wise. In what order would you buy ?
Thanks Derek
sector wise. In what order would you buy ?
Thanks Derek
5i Research Answer:
We have numerous comments in the archives and reports on some of these so we will be brief here. We are very comfortable with all of their balance sheets and growth profiles.
FSV continues to show good growth, and consistency.
IFC is more expensive than peers, but faster-growing.
TFII reported some cyclical weakness recently, but this comes with the industry. We are not concerned really.
WSP reported strong numbers but a secondary issue hurt the stock in the short term. But the outlook and backlog remain solid.
We would rank for buying today: FSV, IFC, TFII, WSP