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Oliver Buchannon
Eli Rodney

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


Inflation drops, housing starts rise

Morning Meeting

+13

Inflation drops, housing starts rise

Telesat runs 20% on Q4 & Lightspeed optimism

Bite

+2

Telesat runs 20% on Q4 & Lightspeed optimism

RFA Financial runs on $340M of asset sales to fund mortgage growth

Artis REIT

+3

RFA Financial runs on $340M of asset sales to fund mortgage growth

Inflation slows, but likely not enough for a BoC rate cut

Bite

+1

Inflation slows, but likely not enough for a BoC rate cut

Housing starts land in-line, inventory starts to moderate

Bite

+1

Housing starts land in-line, inventory starts to moderate

100K full-time jobs lost, vehicles hit manufacturing

Morning Meeting

+12

100K full-time jobs lost, vehicles hit manufacturing

Bird's Q4 keeps the engineering to construction trade going

Bird Construction Inc.

+3

Bird's Q4 keeps the engineering to construction trade going

Manufacturing sales decline on motor vehicle weakness

Bite

+1

Manufacturing sales decline on motor vehicle weakness

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

Bite

+1

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

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

Bite

+2

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

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

Morning Meeting

+13

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

Trade deficit grows to $4B on vehicle production slowdown

Bite

+1

Trade deficit grows to $4B on vehicle production slowdown

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

Bite

+2

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

Nutrien runs on fertilizer squeeze

Bite

+3

Nutrien runs on fertilizer squeeze

North American Construction falls nearly 30% on elevated costs

Bite

+2

North American Construction falls nearly 30% on elevated costs

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

Morning Meeting

+15

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

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

goeasy Ltd.

+2

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

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

Bite

+2

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

Oil rips 30%, Ivey PMI jumps

Morning Meeting

+15

Oil rips 30%, Ivey PMI jumps

Strait of Hormuz remains stalled, oil prices in focus

Bite

+3

Strait of Hormuz remains stalled, oil prices in focus

Aecon runs on Q4 beat and margin outlook

Bite

+2

Aecon runs on Q4 beat and margin outlook

Algonquin drops 12% on lower 2027 EPS guidance

Bite

+2

Algonquin drops 12% on lower 2027 EPS guidance

Carney could have his majority by mid-April

Bite

+1

Carney could have his majority by mid-April

Ivey PMI expands on inventory stockpiling

Bite

+2

Ivey PMI expands on inventory stockpiling

Productivity slows, alcohol sales fall

Morning Meeting

+18

Productivity slows, alcohol sales fall

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