Eli Rodney

Founding partner at Bullpen, former equity research at National Bank Financial Markets.

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Manufacturing sales decline on motor vehicle weakness

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Unemployment rate rises on >100K full-time job losses

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CCL Industries' $150M tuck-in could be a sign of things to come

Morning Meeting

+13

Trade deficit hits $4B, Nutrien rips on fertilizer pinch

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Trade deficit grows to $4B on vehicle production slowdown

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Building permits rise on single-family and non-residential activity

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Nutrien runs on fertilizer squeeze

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North American Construction falls nearly 30% on elevated costs

Morning Meeting

+15

goeasy drops 60%, Kraken's timely $615M deal

goeasy Ltd.

goeasy drops 60% on a kitchen sink Q4 pre-release

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Kraken's latest deal in the spotlight after Iranian mine threat

Morning Meeting

+15

Oil rips 30%, Ivey PMI jumps

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Strait of Hormuz remains stalled, oil prices in focus

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Aecon runs on Q4 beat and margin outlook

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Algonquin drops 12% on lower 2027 EPS guidance

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Carney could have his majority by mid-April

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Ivey PMI expands on inventory stockpiling

Morning Meeting

+18

Productivity slows, alcohol sales fall

Artificial Intelligence

Lumine rallies 21% on Q4, market gives software consolidators a bid

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Productivity declines drive higher unit labour costs

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Alcohol consumption is down, but there could be pockets of strength

Earnings

VersaBank (VBNK) Q1/26: US outlook remains strong

Morning Meeting

+12

Cameco's $2.6B uranium contract, Hudbay's $1.5B copper deal

Bite

Pet Valu slides another 11% on Q4 miss and weak outlook

Bite

Wajax runs on Q4 beat and leverage reduction

Manufacturing sales decline on motor vehicle weakness

Unemployment rate rises on >100K full-time job losses

CCL Industries' $150M tuck-in could be a sign of things to come

Trade deficit hits $4B, Nutrien rips on fertilizer pinch

Trade deficit grows to $4B on vehicle production slowdown

Building permits rise on single-family and non-residential activity

Nutrien runs on fertilizer squeeze

North American Construction falls nearly 30% on elevated costs

goeasy drops 60%, Kraken's timely $615M deal

goeasy drops 60% on a kitchen sink Q4 pre-release

Kraken's latest deal in the spotlight after Iranian mine threat

Oil rips 30%, Ivey PMI jumps

Strait of Hormuz remains stalled, oil prices in focus

Aecon runs on Q4 beat and margin outlook

Algonquin drops 12% on lower 2027 EPS guidance

Carney could have his majority by mid-April

Ivey PMI expands on inventory stockpiling

Productivity slows, alcohol sales fall

Lumine rallies 21% on Q4, market gives software consolidators a bid

Productivity declines drive higher unit labour costs

Alcohol consumption is down, but there could be pockets of strength

VersaBank (VBNK) Q1/26: US outlook remains strong

Cameco's $2.6B uranium contract, Hudbay's $1.5B copper deal

Pet Valu slides another 11% on Q4 miss and weak outlook

Wajax runs on Q4 beat and leverage reduction

Eli Rodney

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