Primer: Canadian Utilities (CU CN) - Aug 2026
Dominant Regulated Utility with Visible Growth: Canadian Utilities operates a predominantly regulated utility model, providing stable and...
107 Views
ATCO (ACO.X): Utility Merger Unlocks a High-Growth Spin-Off - First Look
ATCO splits. CU stake merges into Emera, holders get 0.865 EMA + 1 New ATCO. Debt free SpinCo is the value unlock. Close Q3-Q4 2027.
98 Views
Odds of a Prolonged Downturn Are Rising; We Are Cautious; Get Defensive
Odds of a Prolonged Downturn are Rising; We are Cautious; Get Defensive; $115 on ACWI-US Remains Key Level, and is at Risk of Breakdown. Actionable...
628 Views
U.S., Europe, and Japan Still Holding Below Resistance; Favor Defensives
U.S., Europe, and Japan Still Holding Below Resistance; Favor Defensives. Actionable Themes: Real Estate, Utilities, Telecommunications, Energy,...
639 Views
Japan and Europe Holding Below Resistance; MSCI ACWI, ACWI Ex-US, EAFE (Local Curr) Below Resistance
Japan and Europe Holding Below Resistance; MSCI ACWI, ACWI ex-US, and EAFE (local currency) Also Below Resistance Though Testing Now; $EEM breakout...
600 Views