Updates to our Focused and General Portfolio

After a 3-month planned break, Perspectec has re-started. Our team has been busy finalizing some changes to our portfolio.

As of November 29, 2019 prior to the market open we are:

– We are upgrading Lightspeed (LSPD.TO) to a HOLD from a SELL. We believe Perspectec’s research was a primary driver in moving the stock price lower.

– We are upgrading Aurora Cannabis (ACB.TO) to a HOLD from a SELL. We believe Perspectec’s research was a primary driver in moving the stock price lower.

– We are moving Shopify (SHOP) from our Focused Portfolio to our General Portfolio. We have also published a short research piece on Shopify that is available for Institutional Equity Research subscribers only.

You must be a ‘Perspectec Institutional Equity Research’ subscriber to access the survey results

– We have launched coverage of  ATS Automation (ATA.TO). We have published a short executive summary piece on ATS that is available for research Institutional Equity Research subscribers only.

You must be a ‘Perspectec Institutional Equity Research’ subscriber to access this research

And finally as noted earlier, we have launched coverage of both Open Text (OTEX) and Docebo (DCBO.TO).

 

Leave a comment

Your email address will not be published. Required fields are marked *