Barlow’s Research Roundup: Two changes to Scotiabank strategist’s top 30 Canadian stock picks list
Scotiabank strategist Jean-Michel Gauthier made two changes to his top 30 Canadian stock picks, replacing SII with RUS. The energy sector remains the largest, followed by gold miners and industrials, while financials have dropped to fifth place. RBC Capital Markets analyst Sam Crittenden provided insights on the copper market, highlighting strong demand and potential supply disruptions.
- ▪Scotiabank's top 30 Canadian stock picks saw RUS replace SII.
- ▪Energy is the largest sector in the top picks, followed by gold miners and industrials.
- ▪RBC Capital Markets noted a tricky outlook for copper miners due to strong demand and potential supply issues.
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ShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountDaily roundup of research and analysis from The Globe and Mail’s market strategist Scott BarlowRUS in, SII outScotiabank strategist Jean-Michel Gauthier made only two changes to his top 30 list of Canadian stocks,“Banks, Energy, and Tech Retain Earnings Leadership Post Q1 Earnings Season. Supporting the risk-on narrative and a cyclical bias, Energy, Banks, and Tech remain the undisputed earnings revision leaders.
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