Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
The strategy team at Scotiabank went all in on precious metals stocks “a tad late” by their own admission for their quantitatively driven top 30 Canadian stock picks,
The list as it stands now is Secure Energy Services, Athabasca Oil, Imperial Oil, CES Energy Solutions, Suncor Energy, ARC Resources, MEG Energy, Headwater Exploration, Hudbay Minerals, Kinross Gold, IAMGOLD, Dundee Precious Metals, Centerra Gold, New Gold, Fortuna Silver Mines, Pan American Silver, SilverCrest Metals, Stella-Jones, AtkinsRealis Group, Badger Infrastructure Solutions, Brookfield Business Partners, Linamar, Dollarama, North West Co.
The list as it stands now includes Agnico Eagle, Gold Fields, Royal Gold, G Mining, New Gold, Seabridge, Adriatic Metals, Hochschild, De Grey, Capstone Copper, Hudbay Minerals, Ivanhoe Mines, Sandfire, Pilbara Minerals, Anglo American, Glencore, Teck Resources, Champion Iron, Cameco, NexGen, CF Industries, Nutrien.BMO energy infrastructure Ben Pham summarized interest in the income-heavy energy infrastructure sector after a marketing tour in Europe and the U.S.
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