News Politics and Policy

Policy shock hits housing as caps on foreign students and temporary workers drain the demand pipeline

Underground Banks Linked to $300B Global Fentanyl Scam
Trending Now

China’s Underground Banks Linked to $300B Global Fentanyl Scam via Canada, Report Says

Business Reports

Canada Post strike risks erode parcel share as urban firms find options while rural SMEs pay more

VIX sinks back below 20% after the April tariff shock as risk appetite returns
Investing Analysis

VIX sinks back below 20% after the April tariff shock as risk appetite returns

Critics turn up the heat on Ottawa housing response as unsold inventory swells
News Politics and Policy

Critics turn up the heat on Ottawa housing response as unsold inventory swells

Business Strategy

SMEs weigh courier reliability against higher costs as postal uncertainty lingers

Canada adds 60000 jobs in September as manufacturing leads the way
Economy Canadian economy

Canada adds 60000 jobs in September as manufacturing leads the way

ARC Resources touts liquids rich gas and commits 100% FCF to investors despite project timing noise
Investing Funds

ARC Resources touts liquids rich gas and commits 100% FCF to investors despite project timing noise

Investing Multi‑Asset

Portfolio stance shifts to trimming megacap tech adding lower volatility names and bonds and considering a 25/75 cash and growth bucket

Aecon headwinds fade as legacy fixed price risks ease and a record ~$10B backlog builds across nuclear and infrastructure
Investing Stocks

Aecon headwinds fade as legacy fixed price risks ease and a record ~$10B backlog builds across nuclear and infrastructure

Investing Stocks

Southwest Airlines is pitched as a margin mean reversion value play

Enbridge and Pembina both appeal but Pembina gets the nod now with a new Alberta gas plant PPA tied to a data center buildout
Investing Stocks

Enbridge and Pembina both appeal but Pembina gets the nod now with a new Alberta gas plant PPA tied to a data center buildout

Industrial REITs face slower starts and tougher growth and Dream Industrial is avoided
Investing Stocks

Industrial REITs face slower starts and tougher growth and Dream Industrial is avoided

Business AI

AI capex boom thesis sees corporate spend reaching ~$2T per year by 2026 with manufacturing and professional services named winners

Brookfield Corp screens too cyclical and volatile and preference moves to Brookfield Renewables and Infrastructure
Investing Stocks

Brookfield Corp screens too cyclical and volatile and preference moves to Brookfield Renewables and Infrastructure

Business AI

Netflix is cited as a proof point with ~$1B annual revenue tied to AI recommendations

Telus holds as a defensive with a 7%+ yield as capex rolls off
Investing Stocks

Telus holds as a defensive with a 7%+ yield as capex rolls off

TC Energy gas pipeline backbone including Coastal GasLink to LNG Canada underpins the long term case
Investing Stocks

TC Energy gas pipeline backbone including Coastal GasLink to LNG Canada underpins the long term case

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

Ripple Expands Blockchain Footprint with Bahrain Partnership
Crypto Ripple (XRP)

Ripple Bahrain Footprint with Bahrain Partnership

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

Aritzia and Celestica bull run
Investing TSX Today

Aritzia jumps ~60% YTD and Celestica soars ~160% as Bay Street embraces risk

TSX, Gold, Bull
Investing TSX Today

TSX breaks 30,000 for the first time as commodities rip and gold nears US$3,800/oz

crude oil extracting
Investing Stocks

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

Economy Canadian economy

Canada is further along the slowdown as mortgage renewals squeeze consumers

Investing Analysis

Play the power demand supercycle as utilities, pipelines, telcos and energy infrastructure lead

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