Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
RBC Capital Markets analyst Bish Koziol made six changes to his quantitatively driven top 40 list of Canadian stocks.
ATS Corp., Teck Resources Ltd. and CGI Inc. are out, CCL Industries Inc., Suncor Energy Inc. and AGF Management Ltd. are in,
“Our Canada Overall Top 40 portfolio fell 1.6 per cent last month, though it outperformed the S&P /TSX Composite‘s 1.8-per-cent loss . Year-to -date the Portfolio advanced 6.2 per cent compared to the benchmark ‘s 4.7-per-cent rise. The performance last month was attributable to headwinds from Information Technology and Communication Services”
The list now is Imperial Oil Ltd, Pason Systems Inc., Canadian Natural Resources Ltd., Ovintiv Inc., Enerplus Corp., Trican Well Service Ltd., Suncor Energy Inc., Cenovus Energy Inc., Stella-Jones Inc., CCL Industries Inc., Labrador Iron Ore Royalty…
