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Doman Building Materials Group Ltd. (DBM:CA) Q2 2026 Earnings Call Transcript
Tantalus Systems Holding Inc. (GRID:CA) Q2 2026 Earnings Call Transcript
The central bank has let the bond market do its heavy lifting when it comes to rates. But a cut is on the horizon if a weak jobs and inflation stir up Wall Street.
Acadian Timber Corp. (ADN:CA) Q2 2026 Earnings Call Transcript
During the quarter, we initiated new positions in Entegris, Cellebrite and C.H. Robinson. In addition to Lattice Semiconductor and Babcock, we added to Games Workshop Group, Tradeweb Markets and Teledyne Technologies during the quarter. In addition to ROBLOX, we ended our investment campaigns in Colliers International and MongoDB.
Crombie Real Estate Investment Trust (CRR.UN:CA) Q2 2026 Earnings Call Transcript
MetLife, Inc. is reaffirmed as a Buy, with quality fundamentals, strong organic growth, and a resilient dividend profile supporting continued bullish momentum. MET's diversified business model, including investment management and group benefits, drives organic growth across multiple segments despite modest profit margin expansion. The balance sheet boasts A-level credit ratings and modest leverage, but significant fixed-income exposure introduces interest rate risk, warranting ongoing monitoring.
Oil markets gain ground as traders worry about potential supply disruptions.
Oakmark International Strategy portfolio's return was 8.28% (net) for the reporting period vs. MSCI World ex USA Index that returned 10.22% for the same period. Contributors in the quarter were Samsung Electronics Pfd, adidas and BNP Paribas. Detractors in the quarter were BMW, Alibaba Group and SAP.
SpaceX and Sandisk fade from sharp intraday rebounds as AI spending concerns keep Nasdaq stocks under pressure.
ADENTRA Inc. (ADEN:CA) Q2 2026 Earnings Call Transcript
Nvidia Corporation is regaining momentum, with its stock poised to reclaim all-time highs amid robust AI and semiconductor sector tailwinds. Valuations for the tech sector, Mag 7, and semiconductors remain well below 2025 peaks, supporting a bullish outlook for further upside.
Federal Reserve officials are beginning to mull whether the frenzied investment driving the buildout of the artificial intelligence sector is getting out of hand and creating risks for the financial sector.
Deutsche Bank has hired a former top Bank of America technology banker as its global head of Technology, Media & Telecommunications, sources familiar with the matter told Reuters.
Allied Gold Corporation (AAUC:CA) Q2 2026 Earnings Call Transcript
