Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
Scotiabank analyst Robert Hope provided his top picks in the utilities and energy infrastructure sector,
“Overall, our estimates are below consensus as we see weather, generation, and higher corporate costs weighing on results. We have made some minor tweaks to our models heading into the quarter, but nothing too notable. We are particularly below consensus for: 1) CPX due to soft power pricing and lower utilization, 2) EMA due to weather and regulatory lag, and 3) AQN due to weak renewable generation and higher costs.
CIBC economist Avery Shenfeld tackles the argument that the Canadian economy is over-invested in housing, “The idea being bandied about is the attraction of real estate investments has put a squeeze on the available pool of savings that might otherwise have flowed to productivity-enhancing machinery and equipment investment. But Canada is not a closed economy with a fixed pool of domestic investable savings.
Consensus Investment Canada Group Pricing Growth Demand Scotiabank Scott Barlow Phoenix
Philippines Latest News, Philippines Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
RBC analyst sees ‘multiple tailwinds’ in dividend-heavy energy infrastructure sectorDaily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
Read more »
Canadian dividend sectors ‘overdue for a sharp reversal to the upside,’ says BMO chief investment strategistDaily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
Read more »
AI-related data centre expansion creates investment opportunity in this power generation stock says Morgan StanleyDaily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
Read more »
Bullishness grows in copper mining sectorDaily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
Read more »
These energy stocks could raise their dividends, says TD analystDaily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
Read more »
BMO analyst previews profit results, provides top picks in the yield-heavy energy infrastructure sectorDaily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
Read more »