Canada’s Economy: Dollar Near One-Month Low as Rate Debate Splits Between 3.5% Inflation Forecast and a Jobs Market Losing Ground
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canada’s economic story is increasingly a story of tension. Inflation is elevated because of energy, with the Bank of Canada projecting about 3.5% by the end of this year. At the same…
Canadian Growth Stocks: Celestica Jumps 8.4% and Shopify Gains 2.1% as CoreWeave Results Calm AI Spending Fears
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Growth investors spent the last two weeks asking an uncomfortable question: is the AI buildout creating returns, or just spending? A selloff in chipmakers and AI-linked software shook the group, with Alphabet…
Investor Report: TSX Gains 0.7% to 36,411 as Energy and Tech Offset Gold’s Slide, Leaving the Index Within 2% of Its Record
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Over the past three sessions, the S&P/TSX Composite has behaved like a market that cannot decide what to worry about. On Monday it surged 1.84% as oil fell. On Tuesday it dropped…
Canadian Dividend Stocks: iA Financial Raises Its Dividend, Banks Gain Up to 1.1% and Enbridge Rises 0.8% as Yields Hover Near 3.7%
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Income investors are accustomed to measuring a stock by what it pays, but this autumn has reminded them that what it pays is only part of the story. With inflation at 3.1%…
Canadian Energy Stocks: Imperial Oil Gains 3.1% and Cenovus 3% as Brent Holds Above US$92 Amid Stalled U.S.-Iran Talks
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Oil has been trading on diplomacy rather than inventories. Prices spiked during a recent escalation of fighting between the United States and Iran, fell sharply when negotiations appeared to resume, and have…
TSX Venture Penny Stocks: Gold Slides Toward US$3,990 as Equinox Falls 6% and Endeavour Silver Narrows Guidance, Testing Junior Miner Sentiment
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context A penny stock rarely moves on its own news alone. For most TSX Venture companies, the share price is a leveraged reflection of a commodity, the market’s appetite for risk and the…
Canada’s Economy: October Jobs Fall by 4,700 and Unemployment Rises to 6.7% as Budget Projects a C$62.3 Billion Deficit and the Bank of Canada Sits at 2.50%
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canada’s economy is being squeezed from several directions. Inflation reached 3.1% in September, partly because of high energy prices, while the central bank raised its policy rate to 2.50% last month and…
Canadian Growth Stocks: Shopify Rebounds 2.1% to C$214.86 After a Thursday Selloff as Nvidia Slides 4% and the Nasdaq-100 Surges
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Growth stocks have had a week that tested conviction. On Thursday the S&P/TSX Composite fell about 2% as a selloff in U.S. semiconductor and AI-related stocks spilled into Canadian technology. By Monday,…
StockKey Investor Report: TSX Climbs 1.84% to 36,446, Within 2% of Its Record, After a Week of Whipsaws
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Canadian investors have just lived through one of the more volatile weeks of the year. The S&P/TSX Composite jumped 2.3% on November 4 after Democrats won control of Congress, fell about 2%…
Canadian Dividend Stocks: Big Banks Rise Up to 1.8%, Enbridge Gains 1.1% and the 10-Year Yield Dips to 3.66% as Oil Slides
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Income investors have had an uneasy autumn. Dividend stocks usually reward patience, but they are sensitive to the bond market, and the past few weeks have delivered a Bank of Canada rate…
Canadian Energy Stocks: Strathcona to Buy Greenfire in a C$2.9 Billion Oil Sands Deal as Crude Falls 6% and Suncor Slips 2%
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Oil sands consolidation has become one of the defining themes of the Canadian energy sector. Earlier this autumn Cenovus agreed to buy Athabasca Oil for about C$5.7 billion, and on the weekend…
TSX Venture Penny Stocks: Gold at US$4,137 and Silver Up 2.8% Revive Junior Miner Sentiment After a Violent Week
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context A penny stock is a bet on a story that the market has not yet priced in, and on the TSX Venture Exchange that story is nearly always a mineral deposit. The…
StockKey Growth Report: How to Read the Research Before You Act
TL;DR: The StockKey Growth Report page brings together a list of covered companies, recommendation labels, price targets and links to research. Read those elements as parts of a research process, not as a ready-made portfolio. Check the date and context of each article, compare the supporting case with the risks, and ask about the current…
IPO News: Anthropic Updates Nasdaq Filing With US$17 Billion in Quarterly Sales as Valuation Debate Builds and Canada’s Pipeline Awaits Budget Clarity
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context A strong market is the best friend of an initial public offering. Companies tend to list when stocks are rising, volatility is low and investors are willing to pay for growth, and…
Healthcare Stocks: Johnson & Johnson Gains 3.8% as Bausch Health Stays in Focus After Last Week’s 26% Jump and Edwards Lifesciences Reports
Table of Contents Market Context What Happened Why It Matters Sector Breakdown Risks to Watch What to Watch Next Final Outlook Market Context Healthcare is often treated as a defensive sector, because demand for medicines and procedures does not swing much with the economy. That reputation matters in weeks like this one, when investors are…
