During these uncertain times, we hope that you and those close to you are well. While Pembroke’s physical offices are closed due to the pandemic, our team is operating at full force from home. We hope that you will find this reformatted version of our Pembroke Perspectives Newsletter to be both interesting and informative and we would welcome the opportunity to speak with you should you have any questions or comments. meetings and functional team meetings and embraced a shared commitment to “survive and thrive”. We have also enjoyed intensified communications with our clients and have an exciting agenda of virtual manager lunches, written communications, and workshops planned for the second half of 2020.
We hope that you will find this reformatted version of our Pembroke Perspectives Newsletter to be both interesting and informative and we would welcome the opportunity to speak with you should you have any questions or comments.
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JUST THE FACTS
TOP FIVE CANADIAN HOLDINGS
| Ticker | Company | Price Change (CAD) | Revenue Growth, Current Fiscal Year | EPS or EBITDA Growth, Current Fiscal Year | Revenue growth, next fiscal year | EPS or EBITDA growth, next fiscal year |
|---|---|---|---|---|---|---|
| TCS CN | TECSYS | 77% | 16% | 67% | 15% | 25% |
| DOO CN | BRP Inc | 20% | -2% | 17% | 14% | 13% |
| RPI-U CN | Richards Packaging Income Fund | -9% | 40% | 64% | -4% | -21% |
| CIGI CN | Colliers International Group | 28% | -15% | -14% | 22% | 29% |
| KXS CN | Kinaxis Inc. | -8% | 12% | -9% | 15% | 11% |
| Average | 22% | 10% | 25% | 12% | 11% |
TOP FIVE US HOLDINGS
| Ticker | Company | Price Change (CAD) | Revenue Growth, Current Fiscal Year | EPS or EBITDA Growth, Current Fiscal Year | Revenue growth, next fiscal year | EPS or EBITDA growth, next fiscal year |
|---|---|---|---|---|---|---|
| SITE | SiteOne Landscape Supply | 30% | 12% | 17% | 8% | 12% |
| GMED | Globus Medical | 32% | 0% | -13% | 16% | 40% |
| CRL | Charles River Laboratories | 10% | 10% | 9% | 10% | 12% |
| AIN | Albany International Corp | 49% | -16% | -8% | 2% | -9% |
| SRI | Stoneridge | 65% | -24% | -57% | 13% | 109% |
| Average | 37% | -4% | -10% | 10% | 33% |
Virtual Lunch Series
Managing Portfolios During Uncertain Times
As we continue to share our insights while maintaining appropriate social distance, we invite you to join us for a virtual lunch, (Mis) Behaviour In Times of Stress, on Wednesday, April 15th at 12:00PM Noon (Eastern Daylight Time).
An invitation with details was sent out by email, if you did not receive a copy and wish to join our virtual lunch, please contact your Pembroke Representative for details.
If you missed any of our Pembroke Virtual Lunch Series, you can replay our virtual lunches here.
In the Community
Pembroke has been the lead sponsor of the Montreal Highland Games for several years. Like virtually all other events, the Games have been cancelled this summer due to the pandemic. In their place, Pembroke is pleased to be the title sponsor of an on-line piping competition organized by the Montreal Highland Games Society that will be taking place this August. In addition, Ian Aitken and his son have been working with the St. Andrew’s Society on the Pandemic Piper Project which has solo pipers play in iconic locations around the city of Montreal. “During what is a very difficult time for many people, this project is a positive activity that we hope will bring a smile to the faces of many” said Ian Aitken. Videos of the short performances, which are released weekly, can be viewed on the website of the St. Andrew’s Society.
