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Peter Hodson and Ryan Modesto

5i Recent Blog Posts
Headline image for What is Risk in Investing?

What is Risk in Investing?

Two views of risk 

In the context of investing, you hear the word on a daily basis. High or low-risk, risk on and off, risk tolerance, risk willingness, longevity risk, you name it. It is a single, simple word but can mean very different things to different people.

While risk can mean something different to everyone, it is a fundamental aspect of investing and one needs to understand not just what risk is but what risk means to the individual...

Ryan Modesto Jul 16, 2018


Headline image for Four Strategies to Help Fight Off a Trade War

Four Strategies to Help Fight Off a Trade War

You cannot turn on a T.V. or open up a computer without hearing about trade wars or tariffs it seems. The United States has increased pressure on China, sending the Shanghai Composite into bear market territory, down 20% from its high.

It has also impacted companies in Canada that are deemed to be susceptible to higher prices from the tariffs and almost ironically, even companies in the US that they are trying to ‘protect’ such as Harley Davidson which has noted it is moving some production to Europe to help combat higher prices from tariffs.

While how this will impact any single economy or company remains uncertain, the common thread here is that it is adding a lot of uncertainty for investors and markets hate uncertainty. For investors looking for ways to stay invested while hopefully avoiding significant trade disruptions, here are a few areas we think that an investor can focus their attention on...

Ryan Modesto Jul 04, 2018
5i Recent Questions

Q: Hi Peter/Ryan,

Most of the companies in the BE portfolio have significant US or Intl exposure in terms of operations/revenue. With a portfolio allocation of Canadian (BEReport) 50%, US (ETF) 30% and Intl (ETF) 20%, the actual allocations will be higher for US and Intl since a portion of BEReport is derived from US or Intl. Please let me know your thoughts and any suggestions in terms of portfolio allocations.

Thanks
Ninad

Read Answer Asked by Ninad on July 17, 2018

Q: I have been in contact with my discount brokerage and asked them about what options they offer for the criteria I asked in my previous question with parking my cash. They suggested two money market funds - DYN6000 or DYN5000? My discount brokerage is iTrade. What is your opinion of either of these two money market funds. Both pay 1.00% dividend and fully cashable at any point without losing capital?

Any help here is appreciated.

Regards,

Brendan

Read Answer Asked by Brendan on July 17, 2018
5i Recent Reports
Rating
B+

Review of Enghouse Systems

JUL 09, 2018 - Enterprise software solution provider with high insider ownership, stellar fundamentals, strong recent acquisitions and reaching all-time highs. Rating downgraded one notch to 'B+'.

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Rating
B+

Review of Park Lawn Corporation

JUN 27, 2018 - Only Canadian public company serving the death-care industry with a healthy balance sheet, the potential for EBITDA margin expansions and recent acquisitions. We have recently added PLC to the income model portfolio and are initiating coverage at ‘B+’.

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Rating
B

Review of K-Bro Linen

JUN 26, 2018 - Institutional linen and laundry service provider after a recent all-cash big acquisition of 'Fishers', with long-term contracts and ongoing facility expansions. Rating dropped one notch to 'B'.

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Rating
B+

Review of goeasy Ltd.

JUN 21, 2018 - Leasing and alternative lender showing good growth in the loan book and an attractive valuation. Rating upgraded one notch to 'B+'.

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Rating
B

Review of Ag Growth International

JUN 21, 2018 - Farm equipment manufacturer that has gotten past some problems facing the company and has taken steps to mitigate volatility by expanding. Rating maintained at 'B'.

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