Eli Rodney

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

Bite

Fairfax falls 8% on timing-driven Q1 & tougher underwriting backdrop

Bite

Badger Infrastructure runs 20% on strong Q1 results

GDP rises 0.2%, Bombardier runs 20% on strong Q1

Morning Meeting

+13

GDP rises 0.2%, Bombardier runs 20% on strong Q1

VersaBank

VersaBank runs pilot for real-time Structured Receivable Program

Bite

Bombardier runs 20% on big Q1 and raised guidance

Bite

GDP picks up on manufacturing rebound

Capital Flows

Net direct investment position shrinks for first time since 2012

Morning Meeting

+16

$67B deficit, $25B fund, $22B takeout

Bite

Spring Update brings revised deficit, wealth fund, and trades package

Bite

Celestica falls 15% despite strong Q1, with back-half weighted guide

Bite

TFI International runs 5% on Q1 results and outlook

Bite

ARC Resources gets taken out in $22B deal, could be more to come

Consumer spend shifts, resource projects create new camp demand

Morning Meeting

+14

Consumer spend shifts, resource projects create new camp demand

Hammond Power Solutions Inc.

Hammond runs 20% on Defense Production Act for grid capacity

Bite

Workforce accommodation names are positioned for new projects

Bite

Retail sales data shows a shift in consumer spending

Energy products jump 27%, home prices resume slide

Morning Meeting

+15

Energy products jump 27%, home prices resume slide

Bite

Mullen Group runs 7% on strong Q1 and end market optimism

Bite

TMX Group clips Cboe Canada & Australia for $409M

Bite

Industrial product prices rip on crude oil disruption

Bite

New home prices reverse prior month gains in March

Inflation heats up, Agnico's $3.8B Finland play

Morning Meeting

+15

Inflation heats up, Agnico's $3.8B Finland play

VersaBank

VersaBank begins receiving QCAD deposits

Bite

D2L runs 15% on unsolicited take-private proposal

Bite

Agnico spends $3.8B on regional consolidation in Finland

Fairfax falls 8% on timing-driven Q1 & tougher underwriting backdrop

Badger Infrastructure runs 20% on strong Q1 results

GDP rises 0.2%, Bombardier runs 20% on strong Q1

VersaBank runs pilot for real-time Structured Receivable Program

Bombardier runs 20% on big Q1 and raised guidance

GDP picks up on manufacturing rebound

Net direct investment position shrinks for first time since 2012

$67B deficit, $25B fund, $22B takeout

Spring Update brings revised deficit, wealth fund, and trades package

Celestica falls 15% despite strong Q1, with back-half weighted guide

TFI International runs 5% on Q1 results and outlook

ARC Resources gets taken out in $22B deal, could be more to come

Consumer spend shifts, resource projects create new camp demand

Hammond runs 20% on Defense Production Act for grid capacity

Workforce accommodation names are positioned for new projects

Retail sales data shows a shift in consumer spending

Energy products jump 27%, home prices resume slide

Mullen Group runs 7% on strong Q1 and end market optimism

TMX Group clips Cboe Canada & Australia for $409M

Industrial product prices rip on crude oil disruption

New home prices reverse prior month gains in March

Inflation heats up, Agnico's $3.8B Finland play

VersaBank begins receiving QCAD deposits

D2L runs 15% on unsolicited take-private proposal

Agnico spends $3.8B on regional consolidation in Finland

Eli Rodney

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