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By TMDS
The podcast currently has 14 episodes available.
In this episode Mark takes a deep dive into gold, highlighting the key factors that are likely to keep driving everyone’s favorite yellow metal higher. Mark discusses the commodity itself, but also his favorite equities in the sector right now. To follow along with the slide deck, copy and paste this URL into your browser: http://dashboard.cormark.com/servlet/displayannounce?repid=mderiet%40cormark%2Ecom_20200504110935000&userid=0
Cormark covers a large number of the companies mentioned in this podcast. Research on all of those names as well as all relevant disclosures are available to our clients through our research portal.
In this episode Mark attempts to make sense of these volatile times by reviewing long-term trends across financial markets, with the goal of trying to identify likely outcomes. To follow along with the slide deck, copy and paste this URL into your browser: http://dashboard.cormark.com/servlet/display.pdf?repid=mderiet%40cormark%2Ecom_20200411194015000&userid=0
Cormark covers a large number of the companies mentioned in this podcast. Research on all of those names as well as all relevant disclosures are available to our clients through our research portal.
With so many global challenges due to Covid-19 it is no wonder that investors are increasingly turning to the safety of gold. Our precious metals team discuss balance sheet strength, the latest on mine closures, and which gold equities are best positioned to outperform in the current environment.
Cormark covers a large number of gold companies from explorers to junior producers and the mega producers, and research on all of those names as well as all relevant disclosures are available to our clients through our research portal.
Our base metals analyst Stefan Ioannou sits down with Ero Copper’s President and CEO David Strang to discus his background, what initially attracted him to the Pilar mine in Brazil and the greater potential of the Curaca Valley, as well as his outlook for future growth.
Cormark covers Ero Copper (ERO-TSX) and research on this name as well as all relevant disclosures are available to our clients through our research portal. Our analyst has viewed the material operations of the subject issuer and the issuer paid some travel expenses in relation to the site visit.
Our very own gaming analyst David McFadgen sits down with Aces’ CEO Manu K. Sekhri to discuss what makes this stock such a unique value opportunity in the gaming space.
Cormark covers Seven Aces (ACES-TSXV) and research on this name as well as all relevant disclosures are available to our clients through our research portal. Our analyst has viewed the material operations of the subject issuer. The analyst holds a long position in this stock.
Our energy research team makes the case for why now is the time for generalist investors to take another look at Canadian energy stocks. This discussion is based on a report entitled "This is the Year - 20 Reasons Canadian Energy Finally Outperforms" that Cormark published on January 22, 2020.
Cormark covers a wide range of oil and gas stocks from producers to drillers and pumpers as well as ancillary service providers and energy infrastructure plays. Research on all of these names as well as all relevant disclosures are available to our clients through our research portal.
Our quant/technical analyst and in-house macro economist join forces to expalin why the economic and market outlook heading into 2020 is a lot rosier than many people believe.
To follow along with the slide deck, copy and paste this URL into your browser: http://dashboard.cormark.com/servlet/display.pdf?repid=mderiet%40cormark%2Ecom_20191208175454000&userid=0
A deeper dive into why Air Canada's newly internalized Aeroplan loyalty program is worth a lot more than most investors think. This talk is based on a report entitled "Aeroplan - The Sleeping Giant" that Cormark published on November 19, 2019.
Cormark covers Air Canada (AC-TSX) and research on this name as well as all relevant disclosures are available to our clients through our research portal. Our analyst has viewed the material operations of the subject issuer.
For decades now fuel cell technology has carried a lot of promise but not much commercial success. However, our analyst MacMurray Whale argues that this is all poised to change, and that the best way to play this turn is Ballard Power, especially in light of a very promising JV with one of China's industrial giants.
Cormark covers Ballard Power Systems (BLDP-TSX, NASDAQ) and research on this name as well as all relevant disclosures are available to our clients through our research portal. Our analyst has viewed the material operations of the subject issuer.
Our gaming analyst David McFadgen revisits his out-of-consensus call on Great Canadian Gaming (GC-TSX) in light of recent financial results and Clairvest's decision to sell its interest in the West GTA and GTA gaming bundles back to GC.
Cormark covers Great Canadian Gaming (GC-TSX) and research on this name as well as all relevant disclosures are available to our clients through our research portal. Our analyst has viewed the material operations of the subject issuer.
The podcast currently has 14 episodes available.