Stocks

Big 5 banks look rich and provision releases seem premature so no adds even to RBC
Investing Stocks

Big 5 banks look rich and provision releases seem premature so no adds even to RBC

Brookfield Renewable rides hyperscaler PPAs with Microsoft and Google and the data center power boom
Investing Stocks

Brookfield Renewable rides hyperscaler PPAs with Microsoft and Google and the data center power boom

Tourmaline looks strong but pick shifts to liquids rich ARC Resources for deeper inventory
Investing Stocks

Tourmaline looks strong but pick shifts to liquids rich ARC Resources for deeper inventory

Allied Properties rally runs ahead of fundamentals as office return to office stays uneven for tech and creative tenants
Investing Stocks

Allied Properties rally runs ahead of fundamentals as office return to office stays uneven for tech and creative tenants

crude oil extracting
Investing Stocks

Freehold Royalties delivers ~8% income with dividend seen safe above ~$50 oil as US deals add optionality

Investing Stocks

Canadian Tire offers a solid yield but consumer weakness and franchise complexity call for caution

Investing Stocks

Gold runs hot as Agnico Eagle’s jurisdictions impress but sub 1% yield curbs fresh buying

Investing Stocks

Trim Suncor and rotate to Canadian Natural Resources for newer lower decline assets and a higher yield

Investing Stocks

Dividend come first but new cash is hard to deploy at these prices

AMD stock skyrockets 27% as it lands massive AI chip deal with OpenAI
Investing Stocks

AMD stock skyrockets 27% as it lands massive AI chip deal with OpenAI