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Renters are hurting, population growth is slowing sharply, there's a mountain of new rental supply on the horizon, and the new govt is contemplating reintroducing MURB tax breaks for building new rental units. NOT a good setup for apartment REITs

Blowout Q for $DBM.TO - EBITDA of $70M vs. 53M est. Q2/Q3 EBITDA estimates are $66M (seasonally strong) so numbers gotta go up.

Jumping on BNN Bloomberg for a quick 5

$ATZ.TO normalizing China tariffs provides a nice boost to '26 EBITDA of $50M (200 bps margin impact going to 50 bps). Also back on target to hit FY27 revenue target of $3.5-3.8B.

Chemtrade nice beat ($120M vs $104M EBITDA). EIF inline.

TD Cowen downgraded $DKS to Hold from Buy, with a price target of $216, down from $245, citing risks to synergies, integration, and the "clear structural risk" to Foot Locker's business as reasons for the downgrade. "The company’s $2.4 billion acquisition of $FL at an 85%

Strathcona Resources Ltd. Announces Intention to Commence Take-Over Bid to Acquire MEG Energy Corp. dlvr.it/TKnwhJ

from TD in 2024 "What we find is what you’d expect. If the BoC cuts early, mortgage interest inflation and rent inflation come down faster than if the BoC decides to wait to cut"

CIBC $ATZ.TO $79 target "Notably, we also highlight the acquisition of a $13.1MM intangible asset in Q4. We reviewed trademark databases and believe ATZ has bought the brand Fred Segal."

I’ll be joining BNN Bloomberg at 9am talking $BNS.TO results and other CDN bank stocks.

Here is the segment. We like the turnarounds at TD and Scotia (they will take time but the macro is turning in their favour) bnnbloomberg.ca/video/shows/th…

Board/exec compensation committee practices are a racket rivalled only by political insider trading laws

“You could have shut your mouth, cooked and made as much money as you ever needed”

Astra’s oncology team continues to knock it out of the park. $AZN