May 09, 2012
| Industrial
Infrastructure & Construction: May 2012
Infrastructure & Construction Monthly Monitor: May Read full report here. Our Monthly Monitor newsletter is designed to provide a quick overview of sector news flow, share price performance, and key macro data trends that are relevant to our universe of infrastructure and construction (I&C... Read more
Apr 25, 2012
| Industrial
Infrastructure: Reshuffling Wild(rose)
Infrastructure & Construction: Reshuffling the Wild(rose) Card In her reelection victory speech on Monday night, an ebullient Premier Redford declared “Tonight, Albertans chose to build bridges.” She was, of course, speaking metaphorically about the decision that voters made between two very... Read more
Apr 24, 2012
| Industrial
Infrustructure: 1Q12 Preview
Infrustructure & Construction 1Q12 Preview: Making Sense of Mixed Markets We affirm our view that investors will reap long-term benefits from an overweight position in the Canadian Infrastructure & Construction (I&C) sector. Our positive outlook is reflected in Statistics Canada’s... Read more
Apr 20, 2012
| Industrial
Steel Periodical
Steel Periodical X: Mills and Service Centers Beating to Different Drums This is a summary, click here for a full report. Event: We offer our views on the North American steel sector as well as the stocks within our Infrastructure and Construction (I&C) coverage universe that are levered to... Read more
Apr 17, 2012
| Industrial
Feeble Winter Helps Power CDN Rail Traffic
1Q12 Rail Preview: Feeble Winter Helps Power CDN Rail Traffic; Still Looking South for Value This is a summary, click here for a full report. Slumbering Old Man Winter, Economy Powers 1Q12 CDN Traffic—Old Man Winter lashed out with formidable force last year (1Q11), delivering white-outs and... Read more
Apr 11, 2012
| Industrial
Infrastructure & Construction: April 2012
Infrastructure & Construction Monthly Monitor: April 2012 Read full report here. Our Monthly Monitor newsletter is designed to provide a quick overview of sector news flow, share price performance, and keymacro data trends that are relevant to our universe of infrastructure and... Read more
Mar 29, 2012
| Industrial
Fertilizers: Positioning to Feed the World
Ferts: The Amazing (Nutrient) Race: Positioning to Feed the World Further to our Apr-27-2011 Agribusiness Report entitled ‘Clash of the Titans: Food vs. Feed vs. Fuel’, we believe the long-termdemand outlook for global agri-products, including fertilizers, is robust. According to the FAO (Food and... Read more
Mar 08, 2012
| Industrial
Infrastructure & Construction: March 2012
Infrastructure & Construction Monthly Monitor: March 2012 Download entire report here. Our Monthly Monitor newsletter is designed to provide a quick overview of sector news flow, share price performance, and key macro data trends that are relevant to our universe of... Read more
Mar 02, 2012
| Industrial
Infrastructure & Construction: Aecon/SNC
Infrastructure & Construction: Aecon/SNC Joint Venture Strikes Darling of a Deal Download full report here. Event:Yesterday a joint venture between Aecon Industrial and SNC-Lavalin secured from Ontario Power Generation (OPG) a majorcontract for the refurbishment of all four nuclear reactors at... Read more
Feb 27, 2012
| Industrial
