Bullpen Bites

Insightful, data-packed coverage of the most important events in the Canadian market.

MDA adds at least $1.8B to the backlog in latest deal
MDA Space Ltd.+1 more

MDA adds at least $1.8B to the backlog in latest deal

Eli Rodney

Payroll gains continue, while job vacancies hit 8-year low
Labour

Payroll gains continue, while job vacancies hit 8-year low

Eli Rodney

GDP falls for second month straight, with recovery in sight
GDP

GDP falls for second month straight, with recovery in sight

Eli Rodney

First National to get taken private in $2.9B deal
First National Financial Corp.+1 more

First National to get taken private in $2.9B deal

Eli Rodney

iA Financial bids $600M for Richardson Wealth, adding $40B
iA Financial Corporation Inc.

iA Financial bids $600M for Richardson Wealth, adding $40B

Eli Rodney

GO REIT's $410M IPO is a nod to Canadian brokers
GO Residential REIT

GO REIT's $410M IPO is a nod to Canadian brokers

Eli Rodney

Initial budget balance shows growing deficits and tariff revenues
Budget

Initial budget balance shows growing deficits and tariff revenues

Eli Rodney

Retail sales fall on autos, gasoline, and booze
Retail Sales+1 more

Retail sales fall on autos, gasoline, and booze

Eli Rodney

New home prices decline for the third month in a row
Inflation+1 more

New home prices decline for the third month in a row

Eli Rodney

Enbridge to build $900M, 600 MW solar farm for Meta
Enbridge Inc.

Enbridge to build $900M, 600 MW solar farm for Meta

Eli Rodney

Chartwell tees up another retirement deal worth $430M
Chartwell Retirement Residences

Chartwell tees up another retirement deal worth $430M

Eli Rodney

Reversal in crude oil prices drives higher input costs
Inflation

Reversal in crude oil prices drives higher input costs

Eli Rodney

Brookfield's latest $1B bet highlights core hydro strategy
Brookfield Renewable Partners L.P.
Subscribers

Brookfield's latest $1B bet highlights core hydro strategy

Eli Rodney

Graphene producers run on anti-dumping graphite tariffs
Specialty Chemicals+2 more

Graphene producers run on anti-dumping graphite tariffs

Eli Rodney

The napkin math behind AutoCanada's 15% jump
AutoCanada Inc.

The napkin math behind AutoCanada's 15% jump

Eli Rodney

Carney tightens screws on steel import quota
Trade+1 more

Carney tightens screws on steel import quota

Eli Rodney

Capital leaves Canada for fourth month in a row
Capital Flows

Capital leaves Canada for fourth month in a row

Eli Rodney

Housing starts beat, inventory builds, construction draws
Housing

Housing starts beat, inventory builds, construction draws

Eli Rodney

Loblaw is well-positioned for Canadian obesity trends
Loblaw Companies Ltd.

Loblaw is well-positioned for Canadian obesity trends

Eli Rodney

Manufacturing sales beat, but backdrop is far from positive
GDP

Manufacturing sales beat, but backdrop is far from positive

Eli Rodney

Inflation print shapes up as expected, anchored by fuel costs
Inflation

Inflation print shapes up as expected, anchored by fuel costs

Eli Rodney

Chartwell Retirement to spend $300M on three growth initiatives
Chartwell Retirement Residences+1 more

Chartwell Retirement to spend $300M on three growth initiatives

Eli Rodney

Unemployment beat carried by part-time gains
Labour

Unemployment beat carried by part-time gains

Eli Rodney

Building permits beat, but under the hood is less attractive
Housing

Building permits beat, but under the hood is less attractive

Eli Rodney

Cineplex reports solid June box office results, with more to come
Cineplex Inc.

Cineplex reports solid June box office results, with more to come

Eli Rodney

EQB calls on familiar face to take over at a critical juncture
EQB Inc.+1 more

EQB calls on familiar face to take over at a critical juncture

Eli Rodney

Copper nears 40% YTD gains on 50% tariff announcement
Trade+1 more

Copper nears 40% YTD gains on 50% tariff announcement

Eli Rodney

Federal spending reductions unlikely to be layoff-driven
Politics

Federal spending reductions unlikely to be layoff-driven

Eli Rodney

ATS Corporation gets a $450M haircut after CEO departure
ATS Corp.

ATS Corporation gets a $450M haircut after CEO departure

Eli Rodney

Royal Gold bids $5B to take out two Canadian royalty platforms
Mining Royalties & Streaming+1 more

Royal Gold bids $5B to take out two Canadian royalty platforms

Eli Rodney

Trading stats show volume recovery, opening the door for financing activity
TMX Group Ltd.

Trading stats show volume recovery, opening the door for financing activity

Eli Rodney

H&R could be the next REIT to go as management considers multiple offers
H&R REIT

H&R could be the next REIT to go as management considers multiple offers

Eli Rodney

Trican pops 14% on accretive $230M deal and 10% dividend hike
Trican Well Service Ltd.

Trican pops 14% on accretive $230M deal and 10% dividend hike

Eli Rodney

Trade data rolls in as expected, bringing YTD deficit to $15B
Trade

Trade data rolls in as expected, bringing YTD deficit to $15B

Eli Rodney

Rogers is one step closer to a sports/media spin-off
Rogers Communications Inc.

Rogers is one step closer to a sports/media spin-off

Eli Rodney

Canadian lumber companies take some slack out of the market
Forest & Wood Products+1 more

Canadian lumber companies take some slack out of the market

Eli Rodney

Bombardier signs $2B deal that reinforces its strategic shift
Bombardier Inc.

Bombardier signs $2B deal that reinforces its strategic shift

Eli Rodney

Trump takes aim at the Digital Services Tax as negotiations continue
Trade

Trump takes aim at the Digital Services Tax as negotiations continue

Eli Rodney

GDP weighed down by continued manufacturing slowdown
GDP

GDP weighed down by continued manufacturing slowdown

Eli Rodney

Financials lead the way in second elevated buyback cycle
Financial Services+2 more
Subscribers

Financials lead the way in second elevated buyback cycle

Eli Rodney

Does Carney's $150B defense commitment mark the top?
Aerospace & Defense

Does Carney's $150B defense commitment mark the top?

Eli Rodney

CPI holds steady as main categories continue to moderate
Inflation

CPI holds steady as main categories continue to moderate

Eli Rodney

Sienna closes another tuck-in as senior living trade keeps winning
Sienna Senior Living Inc.+1 more

Sienna closes another tuck-in as senior living trade keeps winning

Eli Rodney

New home prices continue to slide, with some regional differences
Housing+1 more

New home prices continue to slide, with some regional differences

Eli Rodney

Rise in crude oil could drive reversal of the input/output PPI trend
Inflation

Rise in crude oil could drive reversal of the input/output PPI trend

Eli Rodney

Retail sales come in soft, with a weaker outlook
Retail Sales+1 more

Retail sales come in soft, with a weaker outlook

Eli Rodney

BMO buys Burgundy for $625M as industry consolidation continues
Bank of Montreal+1 more

BMO buys Burgundy for $625M as industry consolidation continues

Eli Rodney

Population growth moderates as immigration slowdown continues
GDP

Population growth moderates as immigration slowdown continues

Eli Rodney

Keyera spends $5B to bring home Canadian NGL infrastructure
Keyera Corp.

Keyera spends $5B to bring home Canadian NGL infrastructure

Eli Rodney

Primaris doubles down with $400M Lime Ridge Mall purchase
Primaris REIT
Subscribers

Primaris doubles down with $400M Lime Ridge Mall purchase

Eli Rodney

Housing starts stay strong in May, inventory continues to build
Housing

Housing starts stay strong in May, inventory continues to build

Eli Rodney

Continued manufacturing slowdown to pressure wholesale sales
GDP

Continued manufacturing slowdown to pressure wholesale sales

Eli Rodney

Dundee makes the latest >$1B silver takeout bid as the market heats up
Dundee Precious Metals Inc.+1 more

Dundee makes the latest >$1B silver takeout bid as the market heats up

Eli Rodney

Telus looks to swallow its previously spun off digital unit for $550M
Telus Corp.+1 more

Telus looks to swallow its previously spun off digital unit for $550M

Eli Rodney

Building permits fall 7% on multi-unit weakness
Housing

Building permits fall 7% on multi-unit weakness

Eli Rodney

Carney's latest defense commitment is tailor-made for Calian Group
Calian Group Ltd.
Subscribers

Carney's latest defense commitment is tailor-made for Calian Group

Eli Rodney

A $5B GIP sale could fuel an aggressive redeployment cycle for GFL
GFL Environmental Inc.
Subscribers

A $5B GIP sale could fuel an aggressive redeployment cycle for GFL

Eli Rodney

Jobs data: employment beats, unemployment slides
Labour

Jobs data: employment beats, unemployment slides

Eli Rodney

Nothing fishy about High Liner’s latest $55M deal
High Liner Foods Inc.

Nothing fishy about High Liner’s latest $55M deal

Eli Rodney

TSX composite index changes to drive $200M to RB Global
RB Global Inc.

TSX composite index changes to drive $200M to RB Global

Eli Rodney

Pet Valu gets the monkey off its back with last Roark Capital secondary
Pet Valu Holdings Ltd.

Pet Valu gets the monkey off its back with last Roark Capital secondary

Eli Rodney

Vermilion sells >$500M of assets to reduce leverage & complexity
Vermilion Energy Inc.

Vermilion sells >$500M of assets to reduce leverage & complexity

Eli Rodney

Tariffs push balance of trade to a record $7B deficit
Trade

Tariffs push balance of trade to a record $7B deficit

Eli Rodney

Algonquin runs on positive investor update, still some upside
Algonquin Power & Utilities Corp.

Algonquin runs on positive investor update, still some upside

Eli Rodney

CAE's new CEO brings decades of U.S. defense experience
CAE Inc.+1 more

CAE's new CEO brings decades of U.S. defense experience

Eli Rodney

GDP tops estimates, but cracks start to form beneath the surface
GDP

GDP tops estimates, but cracks start to form beneath the surface

Eli Rodney

Steel & aluminum tariffs set to hit 50% as Trump ups the ante
Trade+1 more

Steel & aluminum tariffs set to hit 50% as Trump ups the ante

Eli Rodney

Banks post a mostly positive Q2, but caution in the sector is rising
Banks+7 more

Banks post a mostly positive Q2, but caution in the sector is rising

Eli Rodney

If Big Beautiful Bill dividend taxes come, where would pension capital go?
Politics+5 more
Subscribers

If Big Beautiful Bill dividend taxes come, where would pension capital go?

Eli Rodney

Insider-led InterRent buyout lifts residential REITs
InterRent REIT+3 more

Insider-led InterRent buyout lifts residential REITs

Eli Rodney

Definity puts dry powder to work in $3.3B deal
Definity Financial Corp.+2 more

Definity puts dry powder to work in $3.3B deal

Eli Rodney

Big beautiful bill, big ugly tax implications for Canadians
Politics

Big beautiful bill, big ugly tax implications for Canadians

Eli Rodney

Trump's nuclear orders boost uranium miners, engineering firms
Nuclear Energy+3 more

Trump's nuclear orders boost uranium miners, engineering firms

Eli Rodney

Retail sales skewed by auto pull-forward ahead of tariffs
Retail Sales+1 more

Retail sales skewed by auto pull-forward ahead of tariffs

Eli Rodney

New home prices drop most in >10 years, regional tides are turning
Housing+3 more

New home prices drop most in >10 years, regional tides are turning

Eli Rodney

Strathcona takes aim at MEG Energy with a well-executed strategy
Strathcona Resources Ltd.+1 more
Subscribers

Strathcona takes aim at MEG Energy with a well-executed strategy

Eli Rodney

CPI: energy costs drive divergence between headline and core measures
Inflation

CPI: energy costs drive divergence between headline and core measures

Eli Rodney

Residential real estate recap: time for a rotation out of Alberta?
Residential Real Estate+6 more
Subscribers

Residential real estate recap: time for a rotation out of Alberta?

Eli Rodney

Building permits and housing starts show a rebound in multi-unit
Housing

Building permits and housing starts show a rebound in multi-unit

Eli Rodney

Robinhood steps on Wealthsimple’s turf with $250M crypto acquisition
Power Corporation of Canada+1 more

Robinhood steps on Wealthsimple’s turf with $250M crypto acquisition

Eli Rodney

Pan American may have just spent $2.1B at the perfect time
Pan American Silver Corp.+4 more

Pan American may have just spent $2.1B at the perfect time

Eli Rodney

Algonquin's 30% YTD jump is a lesson in market psychology
Algonquin Power & Utilities Corp.
Subscribers

Algonquin's 30% YTD jump is a lesson in market psychology

Eli Rodney

Labour market deterioration continues ahead of U.S. negotiations
Labour

Labour market deterioration continues ahead of U.S. negotiations

Eli Rodney

The Canadian oil patch is heading into this downturn on better footing
Energy+3 more
Subscribers

The Canadian oil patch is heading into this downturn on better footing

Eli Rodney

The Parkland drama continues: will takeout offer end this story?
Parkland Corp.

The Parkland drama continues: will takeout offer end this story?

Eli Rodney

U.S. budget favours defense: time to think about a rotation to services?
Aerospace & Defense

U.S. budget favours defense: time to think about a rotation to services?

Eli Rodney

Which companies have a stake in the Canadian military?
Aerospace & Defense+5 more
Subscribers

Which companies have a stake in the Canadian military?

Eli & Buddy

Which companies are uniquely positioned for a minority government?
Politics+4 more

Which companies are uniquely positioned for a minority government?

Eli Rodney

Deconstructing the affordable housing value chain
Real Estate+14 more
Subscribers

Deconstructing the affordable housing value chain

Eli Rodney

Which companies could see a windfall from a mining boom?
Metals & Mining+6 more

Which companies could see a windfall from a mining boom?

Eli Rodney

Are waste management stocks still a good place to hide?
Waste Management+2 more

Are waste management stocks still a good place to hide?

Buddy Barker

Political platform comparison: real estate, energy, and defense
Politics+6 more
Subscribers

Political platform comparison: real estate, energy, and defense

Eli Rodney

Insider activity chart dump: who's buying & selling in the TSX 60?
Insider Activity

Insider activity chart dump: who's buying & selling in the TSX 60?

Eli Rodney

CPI: fuel costs offset food inflation to drive softer inflation reading
Inflation

CPI: fuel costs offset food inflation to drive softer inflation reading

Eli Rodney

What insiders are buying so far in 2025?
Insider Activity+1 more

What insiders are buying so far in 2025?

Eli Rodney

U.S. bank results: a sign of things to come for the Big-6
Banks+7 more

U.S. bank results: a sign of things to come for the Big-6

Eli Rodney

Air Canada facing turbulence: will tariffs make the snowbird extinct?
Air Canada
Subscribers

Air Canada facing turbulence: will tariffs make the snowbird extinct?

Buddy Barker

Building permits beat expectations, could "Build Canada" keep it going?
Housing

Building permits beat expectations, could "Build Canada" keep it going?

Eli Rodney

A bird's eye view of the 4th worst YTD performance on record
Volatility

A bird's eye view of the 4th worst YTD performance on record

Buddy Barker

As the market sell-off deepens, is it time to be contrarian?
Trade

As the market sell-off deepens, is it time to be contrarian?

Eli Rodney