Keyera Corp.
Keyera spends $5B to bring home Canadian NGL infrastructure
Eli Rodney
Primaris REIT
Subscribers
Primaris doubles down with $400M Lime Ridge Mall purchase
Eli Rodney
Housing
Housing starts stay strong in May, inventory continues to build
Eli Rodney
GDP
Continued manufacturing slowdown to pressure wholesale sales
Eli Rodney
Dundee Precious Metals Inc.+1 more
Dundee makes the latest >$1B silver takeout bid as the market heats up
Eli Rodney
Telus Corp.+1 more
Telus looks to swallow its previously spun off digital unit for $550M
Eli Rodney
Housing
Building permits fall 7% on multi-unit weakness
Eli Rodney
Calian Group Ltd.
Subscribers
Carney's latest defense commitment is tailor-made for Calian Group
Eli Rodney
GFL Environmental Inc.
Subscribers
A $5B GIP sale could fuel an aggressive redeployment cycle for GFL
Eli Rodney
Labour
Jobs data: employment beats, unemployment slides
Eli Rodney
High Liner Foods Inc.
Nothing fishy about High Liner’s latest $55M deal
Eli Rodney
RB Global Inc.
TSX composite index changes to drive $200M to RB Global
Eli Rodney
Pet Valu Holdings Ltd.
Pet Valu gets the monkey off its back with last Roark Capital secondary
Eli Rodney
Vermilion Energy Inc.
Vermilion sells >$500M of assets to reduce leverage & complexity
Eli Rodney
Trade
Tariffs push balance of trade to a record $7B deficit
Eli Rodney
Algonquin Power & Utilities Corp.
Algonquin runs on positive investor update, still some upside
Eli Rodney
CAE Inc.+1 more
CAE's new CEO brings decades of U.S. defense experience
Eli Rodney
GDP
GDP tops estimates, but cracks start to form beneath the surface
Eli Rodney
Trade+1 more
Steel & aluminum tariffs set to hit 50% as Trump ups the ante
Eli Rodney
Banks+7 more
Banks post a mostly positive Q2, but caution in the sector is rising
Eli Rodney
Politics+5 more
Subscribers
If Big Beautiful Bill dividend taxes come, where would pension capital go?
Eli Rodney
InterRent REIT+3 more
Insider-led InterRent buyout lifts residential REITs
Eli Rodney
Definity Financial Corp.+2 more
Definity puts dry powder to work in $3.3B deal
Eli Rodney
Politics
Big beautiful bill, big ugly tax implications for Canadians
Eli Rodney
Nuclear Energy+3 more
Trump's nuclear orders boost uranium miners, engineering firms
Eli Rodney
Retail Sales+1 more
Retail sales skewed by auto pull-forward ahead of tariffs
Eli Rodney
Housing+3 more
New home prices drop most in >10 years, regional tides are turning
Eli Rodney
Strathcona Resources Ltd.+1 more
Subscribers
Strathcona takes aim at MEG Energy with a well-executed strategy
Eli Rodney
Inflation
CPI: energy costs drive divergence between headline and core measures
Eli Rodney
Residential Real Estate+6 more
Subscribers
Residential real estate recap: time for a rotation out of Alberta?
Eli Rodney
Housing
Building permits and housing starts show a rebound in multi-unit
Eli Rodney
Power Corporation of Canada+1 more
Robinhood steps on Wealthsimple’s turf with $250M crypto acquisition
Eli Rodney
Pan American Silver Corp.+4 more
Pan American may have just spent $2.1B at the perfect time
Eli Rodney
Algonquin Power & Utilities Corp.
Subscribers
Algonquin's 30% YTD jump is a lesson in market psychology
Eli Rodney
Labour
Labour market deterioration continues ahead of U.S. negotiations
Eli Rodney
Energy+3 more
Subscribers
The Canadian oil patch is heading into this downturn on better footing
Eli Rodney
Parkland Corp.
The Parkland drama continues: will takeout offer end this story?
Eli Rodney
Aerospace & Defense
U.S. budget favours defense: time to think about a rotation to services?
Eli Rodney
Aerospace & Defense+5 more
Subscribers
Which companies have a stake in the Canadian military?
Eli & Buddy
Politics+4 more
Which companies are uniquely positioned for a minority government?
Eli Rodney
Real Estate+14 more
Subscribers
Deconstructing the affordable housing value chain
Eli Rodney
Metals & Mining+6 more
Which companies could see a windfall from a mining boom?
Eli Rodney
Waste Management+2 more
Are waste management stocks still a good place to hide?
Buddy Barker
Politics+6 more
Subscribers
Political platform comparison: real estate, energy, and defense
Eli Rodney
Insider Activity
Insider activity chart dump: who's buying & selling in the TSX 60?
Eli Rodney
Inflation
CPI: fuel costs offset food inflation to drive softer inflation reading
Eli Rodney
Insider Activity+1 more
What insiders are buying so far in 2025?
Eli Rodney
Banks+7 more
U.S. bank results: a sign of things to come for the Big-6
Eli Rodney
Air Canada
Subscribers
Air Canada facing turbulence: will tariffs make the snowbird extinct?
Buddy Barker
Housing
Building permits beat expectations, could "Build Canada" keep it going?
Eli Rodney
Volatility
A bird's eye view of the 4th worst YTD performance on record
Buddy Barker
Trade
As the market sell-off deepens, is it time to be contrarian?
Eli Rodney
Labour
Jobs data: no positive movement on the labour front
Eli Rodney
Trade
Liberation Day: the path forward is unclear, all we can do is watch
Buddy & Eli
Trade
Trade data highlights tariff-slowdown
Eli Rodney
Housing+12 more
Carney's housing plan: which companies are in play?
Eli Rodney
Technology+16 more
Subscribers
Tech recap: in-line growth with strong margins, outlook stable
Buddy & Eli
Industrials+11 more
Auto tariffs: when, how much, what's the impact?
Buddy & Eli
Independent Power Producers+7 more
Subscribers
Power producers recap: soft quarter, but lots to look forward to
Buddy Barker
Food & Staples Retailing+11 more
Subscribers
Food staples recap: is "Buy Canada" having an impact?
Eli Rodney
Shopify Inc.
Subscribers
SHOP is expensive, but you get what you pay for
Buddy & Eli
Inflation
Slicing and dicing the hot CPI print
Eli Rodney
Real Estate+19 more
Subscribers
Real estate recap: what happened and what's coming?
Eli Rodney
M&A+1 more
Canada's for sale: unlocking hidden value before it's too late
Buddy & Eli
Artificial Intelligence+7 more
Subscribers
What happened to the data center trade?
Buddy Barker
Retail Real Estate+2 more
Subscribers
Hudson's Bay Company: A Cautiona-Retail
Eli Rodney
Parkland Corp.
Subscribers
Is Parkland the next major take-out candidate?
Buddy Barker
Labour
U.S. jobs cuts send market lower, tomorrow's data will add context
Eli Rodney
Trade
Subscribers
Trade war: a framework for thinking about the volatile road ahead
Eli Rodney
GDP
Subscribers
With growth concerns mounting, is it time to think about duration?
Eli Rodney
Banks+7 more
Subscribers
Banks post beats across the board, but the outlook is more nuanced
Eli Rodney
Trade+1 more
Copper tariffs could come next, Canada would be impacted
Eli Rodney
Independent Power Producers+3 more
Subscribers
With INE taken out, where will green capital go next?
Eli Rodney
Ground Transportation+8 more
Subscribers
Can the Canadian economy keep on trucking?
Eli Rodney
Construction & Engineering+9 more
Subscribers
The Alto project: which companies are impacted by high-speed rail?
Eli Rodney
Gold Miners+22 more
With gold stocks playing catch up, can prices stay elevated?
Eli Rodney
Aerospace & Defense+3 more
Subscribers
With the space race going commercial, who stands to benefit?
Eli Rodney
BCE Inc.
Subscribers
BCE continues to disappoint, but is the worst behind it?
Eli Rodney
Trade+8 more
Canadian companies are ready for less friction in interprovincial trade
Eli Rodney
Trade+1 more
With tariffs paused, Canada needs to avoid this fight
Eli Rodney
Algonquin Power & Utilities Corp.
Subscribers
Turnaround Story: Lots of Upside if AQN can Stick the Landing
Eli Rodney
Nuclear Energy+5 more
Subscribers
The Nuclear Renaissance Looks Here to Stay
Eli Rodney
Artificial Intelligence+4 more
Subscribers
DeepSeek for dummies: AI trade isn't dying, but could be changing
Eli Rodney
Labour
Unemployment: Here for a Bad Time & a Long Time?
Eli Rodney
Industrials+5 more
Canada Defense Spending Could Blow up with U.S. Pressure
Eli Rodney
Power & Utilities+2 more
Renewable Energy Headwinds Should be Par for the Course
Eli Rodney
Industrials+6 more
Subscribers
Primary Metals Tarriff Could Hurt Some & Help Others
Eli Rodney
Toronto-Dominion Bank
Subscribers
With the CEO Gone, is TD out of the Penalty Box?
Eli Rodney
Housing
Housing Starts: Key Markets Sending Mixed Signals
Eli Rodney