The Globe and Mail’s market strategist has six thoughts on the research, analysis and ephemera that has crossed his desk this week.
In a clear reflection of this recent trend, RBC Capital Markets quantitative analyst Bish Koziol made three changes in his top-40 stock picks for October on Thursday. He removed three dividend-paying stocks – BCE Inc., a report intended to predict the types of occupations that will be safest from obsolesce.
indebted Canadian consumers struggle to adjust to the higher rate environment. The possibility of higher provisions for credit losses reducing profits also dims the outlook. TD Bank is the analyst’s only Buy-rated stock.
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