MY JOURNAL FOR WEDNESDAY MORNING – OCTOBER 11, 2017
NEWS, BREAKOUTS, MOMENTUM PLAYS, & BOTTOMS
Wine and Software Are Top Picks for Mutual-Fund Refugees
Constellation Software Inc. and winemaker Andrew Peller Ltd. are among top stock picks for Peter Hodson, founder of 5i Research Inc., an independent research firm whose model portfolio has more than doubled Canada’s benchmark stock index.
Hodson, former chairman of Sprott Asset Management, is looking for growth stocks that offer low leverage, high insider ownership, growing cash flow and revenue and high returns on equity. Flying under Bay Street’s radar also helps.
Hodson left Sprott in 2011 to start his own firm geared to “mutual-fund refugees.” His customers, who have assets of more than C$1 billion ($798 million), are mostly individual investors who pay C$159 annually for research, including model portfolios. 5i’s balanced equity model portfolio, started in March 2013, has returned 142 percent, 100 percentage points more than the total return of the S&P/TSX Composite Index. – READ MORE
BREAKOUTS, MOMENTUM PLAYS, & BOTTOMS
Constellation Software (TSX:CSU)
Manulife Financial (TSX:MFC)
Andrew Peller (TSX:ADW.A)
Park Lawn (TSX:PLC)
Globex Mining (TSX:GMX)
NewCastle Gold (TSX:NCA)
ONEX Corp (TSX:ONEX)
Have a great day! 🙂
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