CIBC analyst reassesses investing opportunities in power and utility stocks

  • 📰 globebusiness
  • ⏱ Reading Time:
  • 35 sec. here
  • 49 min. at publisher
  • 📊 Quality Score:
  • News: 181%
  • Publisher: 66%

Canadian News Notícia

Canada News,Breaking News Video,Canadian Breaking News

Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

“AQN Still A Show-me Story: While we still believe AQN’s EPS will trough in 2025, the precision on that estimate is challenging given the lack of more concrete details/guidance from the company … Overall, the market may not accord AQN the benefit of the doubt on hitting that growth and will likely treat AQN as a show-me story until there is better execution. EMA Turning The Corner: Our conversation with EMA built on our incrementally more positive read on the Q3 results and update last week .

Mr. Jarvi has “outperformer” ratings on Brookfield Renewable Partners, Transalta Corp., Atco Ltd, Boralex Inc. and Northland Power Inc.BMO chief economist Doug Porter details the ‘staggering’ divergence in Canadian and U.S. yields, “The latest on-consensus U.S. CPI did little to halt the upward march in long-term bond yields. The 10-year Treasury is again flirting with post-election highs of around 4.45%. That’s up more than 80 bps from the lows of less than two months ago. The sustained upswing has certainly pulled Canada along… to some degree. But what’s truly notable in the past six weeks is not the back-up in GoC yields , but the clear separation between the U.S. and Canada.

 

Obrigado pelo seu comentário. Seu comentário será publicado após ser revisado.
Resumimos esta notícia para que você possa lê-la rapidamente. Se você se interessou pela notícia, pode ler o texto completo aqui. Consulte Mais informação:

 /  🏆 31. in BR

Brasil Últimas Notícias, Brasil Manchetes

Similar News:Você também pode ler notícias semelhantes a esta que coletamos de outras fontes de notícias.

CIBC analyst prefers TSX to S&P 500 and likes these ten stocksDaily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
Fonte: globeandmail - 🏆 5. / 92 Consulte Mais informação »

Domestic stocks with value and momentum from BMO’s chief investment strategistDaily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
Fonte: globeandmail - 🏆 5. / 92 Consulte Mais informação »