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Canadian General Investments Strategic Portfolio Overview

Canadian General Investments Strategic Portfolio Overview

Overview of Canadian General Investments

Canadian General Investments, Limited (NASDAQ: CGI) is a notable player in the Canadian investment landscape. As of a recent report, the net asset value per share (NAV) was recorded at $73.48, signaling a year-to-date NAV return of 6.9% and a 12-month return of 14.0%. These figures highlight a solid performance in comparison to the benchmark S&p;P/TSX Composite Index, which achieved returns of 12.0% and 21.4% respectively during the same evaluation periods.

Leverage Strategy for Enhanced Returns

The firm has adopted a strategic leveraging approach through bank borrowing, which is designed to boost returns for its common shareholders. Notably, as of the latest evaluation, leverage represented 13.0% of the company's net assets. This marks a slight decrease from the previous year, where it stood at 13.8%, yet it has seen an increase compared to 12.8% at the same time last year.

Current Share Price Performance

As for the common shares of CGI, the closing price noted was $40.60. The returns, with dividends reinvested, show 1.7% year-to-date and 3.0% over the last year, illustrating a steady upward trend despite market fluctuations.

Investment Portfolio Highlights

CGI's investment portfolio is carefully diversified across several sectors. As of the latest assessment, the sector weightings were as follows:

  • Information Technology: 24.7%
  • Industrials: 21.0%
  • Financials: 14.2%
  • Materials: 12.7%
  • Energy: 12.3%
  • Consumer Discretionary: 9.4%
  • Real Estate: 4.3%
  • Cash & Cash Equivalents: 0.7%
  • Communication Services: 0.7%

Top Investments Within the Portfolio

The top ten investments in CGI's portfolio account for 38.1% of its market value. The noteworthy companies included are:

  • Celestica Inc.: 5.6%
  • NVIDIA Corporation: 5.4%
  • WSP Global Inc.: 3.9%
  • Franco-Nevada Corporation: 3.7%
  • Dollarama Inc.: 3.4%
  • Canadian Pacific Kansas City Limited: 3.4%
  • The Descartes Systems Group Inc.: 3.4%
  • Mastercard Incorporated: 3.3%
  • Shopify Inc.: 3.1%
  • Apple Inc.: 2.9%

Contact Information for Inquiries

For those seeking further details or insights regarding Canadian General Investments, please reach out to:

Jonathan A. Morgan
President & CEO
Phone: (416) 366-2931
Fax: (416) 366-2729
Email: info@canadiangeneralinvestments.ca
Website: www.canadiangeneralinvestments.ca

Frequently Asked Questions

What is Canadian General Investments' recent NAV?

The recent net asset value (NAV) per share for Canadian General Investments is $73.48.

How much leverage does CGI utilize?

As of the latest report, CGI's leverage stands at 13.0% of its net assets.

What were the share price returns for CGI?

The share price returns with dividends reinvested are 1.7% year-to-date and 3.0% for the last year.

Which sectors dominate CGI's investment portfolio?

CGI's portfolio heavily emphasizes Information Technology and Industrials, comprising 24.7% and 21.0% respectively.

Who can be contacted for more information about CGI?

Inquiries can be directed to Jonathan A. Morgan, President & CEO, at (416) 366-2931 or via email.

About The Author

About Investors Hangout

Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/

The content of this article is based on factual, publicly available information and does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice, and the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. This article should not be considered advice to purchase, sell, or hold any securities or other investments. If any of the material provided here is inaccurate, please contact us for corrections.

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