Screen of the Week – Infrastructure
With oil prices continuing to fall driven by coronavirus fears, muted economic growth, and excess supply, many infrastructure names have sold off considerably. In this week’s screen, each company offers stable cash flow with a large portion of fixed contracts,…
Screen of the Week- Consumer Staples
Although staples tend to have lower growth, large debt loads and expensive valuations, the stability of cashflows attract all kinds of investors, especially with such low bond yields. The three companies we’d like to highlight tend to retain a majority…
Screen of the Week- Software
It’s tough to make the argument that software companies are cheap, given that many are trading at 10x+ next year’s sales. However, there remains a lot of growth and stability in the business models that help explain these high valuations….
Screen of the week – Restaurants
Weekly Screens – Explained We spend a lot of time searching through names and screening through various companies, but not always are we able to pursue every interesting business that comes up. In this new segment we are sharing the…
Corus Entertainment – More to see
Corus Entertainment owns some of Canada’s most popular TV Channels. It’s well-loved content and pushes into advertising make Corus an attractive investment.
