Eli Rodney

Founding Partner at Bullpen, former equity research at National Bank Financial Markets. Interested in financial services, infrastructure, power & utilities, and electrification.

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Groupe Dynamite and Gildan drop big on growth concerns

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Manufacturing sales rise 4%, inventory and unfilled orders build

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Andrew Peller is the next small cap to go in $580M deal

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Housing starts edge past estimates, inventory balances hit new highs

Capital Flows

$58B of capital returns to Canada on record government bond buying

National net worth hits $19.2T, Triple Flag's $440M deal

IPO

+14

National net worth hits $19.2T, Triple Flag's $440M deal

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National net worth rises, leverage expands

MDA Space Ltd.

SpaceX IPO trading in Canadian names highlights end-market distinction

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Triple Flag runs on $440M gold stream in Australia

Building permits slide 8%, TMX does $680M deal

Morning Meeting

+15

Building permits slide 8%, TMX does $680M deal

Capital Flows

International investment position shrinks by $310B

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Building permits drop 8% on broad-based weakness

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TMX Group buys RAFI Indices for $683M

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Dollarama runs 9% on Q1 beat & same-store rebound

A&W Food Services of Canada Inc.

+13

$2.7B trade surplus, $650M tech takeout

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Higher oil drives second straight trade surplus of $2.7B

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Thoma pays $650M for kneat.com, its second Canadian tech takeout

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Polaris jumps 12% on 250 MW of wins in Mexico

Morning Meeting

150K full-time job adds, insider trading at TerraVest

Timbercreek Financial Corp.

Timbercreek Financial (TF): Launching Research Coverage

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Ivey PMI continues to climb while deliveries slow and prices rise

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Unemployment eases on 154K full-time job gains

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TerraVest slides >30% on insider trading allegations

Productivity sinks, TransAlta's $1B acquisition

Morning Meeting

+15

Productivity sinks, TransAlta's $1B acquisition

Bite

Transcontinental slides 10% on Q2 miss & organic slowdown

Groupe Dynamite and Gildan drop big on growth concerns

Manufacturing sales rise 4%, inventory and unfilled orders build

Andrew Peller is the next small cap to go in $580M deal

Housing starts edge past estimates, inventory balances hit new highs

$58B of capital returns to Canada on record government bond buying

National net worth hits $19.2T, Triple Flag's $440M deal

National net worth rises, leverage expands

SpaceX IPO trading in Canadian names highlights end-market distinction

Triple Flag runs on $440M gold stream in Australia

Building permits slide 8%, TMX does $680M deal

International investment position shrinks by $310B

Building permits drop 8% on broad-based weakness

TMX Group buys RAFI Indices for $683M

Dollarama runs 9% on Q1 beat & same-store rebound

$2.7B trade surplus, $650M tech takeout

Higher oil drives second straight trade surplus of $2.7B

Thoma pays $650M for kneat.com, its second Canadian tech takeout

Polaris jumps 12% on 250 MW of wins in Mexico

150K full-time job adds, insider trading at TerraVest

Timbercreek Financial (TF): Launching Research Coverage

Ivey PMI continues to climb while deliveries slow and prices rise

Unemployment eases on 154K full-time job gains

TerraVest slides >30% on insider trading allegations

Productivity sinks, TransAlta's $1B acquisition

Transcontinental slides 10% on Q2 miss & organic slowdown

Eli Rodney

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