Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
RBC Capital Markets analyst Bish Koziol made four changes to his Top 40 list of Canadian stocks. The selection method combines value, growth, momentum and predictability scores,
“Our Canada Overall Top 40 Portfolio gained 3.3% last month, while the S&P/TSX Composite advanced 0.9 %. Year -to -date the Portfolio has risen 22.6% versus the 1 8.2 % advance of the benchmark. Gains in Materials and Financials were the main tailwinds to the advance. We continue to increase exposure in Materials as the group accounted for both additions this month. As a result, the weighting of the group in the Portfolio increased to 2 7.5%.
The top 40 are now Canadian Natural Resources Ltd, Keyera Corp, Trican Well Service Ltd, Pason Systems Inc., Cenovus Energy Inc, Suncor Energy, Imperial Oil Ltd., Stella-Jones Inc, Silvercorp Metals Inc, Dundee Precious Metals Inc, Eldorado Gold, Kinross Gold Corporation, Alamos Gold Inc, CCL Industries Inc., Fortuna Silver Mines Inc, Hudbay Minerals Inc, Torex Gold Resources Inc, Agnico Eagle Mines Ltd, Finning International Inc., Toromont Industries Ltd, Linamar Corp, Metro Inc., Loblaw Co.
“Elon Musk … stated on 27 October that he could cut US$2tn of federal government spending in a Trump administration … For the record, Trump said prior to the poll that he will ask Musk to head a new “government efficiency commission” if he wins … hedge fund investor John Paulson, who is a candidate to become Treasury secretary in a Trump administration, stated in an interview in late October that if he got the job he would work with Musk on such a cost-cutting goal, in part by getting rid of...
“On trade, investors should be aware the U.S. trade deficit with Canada and Mexico has widened almost US$100 billion since Trump left office. Trade irritants on dairy , softwood lumber and auto rules of origin remain. Trump has promised a universal 10% blanket tariff on all imports, and even with USMCA on our side there is always the possibility of future tariffs on Canadian goods under a Trump presidency. To be clear, an America First policy is meant to increase economic activity in the U.S.
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