3 High-Conviction Stock Picks From a Legendary Fund Manager
This winning manager invests nearly one third of his fund in these three stocks.
Morningstar Canada
Company Earnings
Thomson Reuters Earnings: Upgrading Moat to Wide and Raising Fair Value Estimate 16%
Cogeco Communications Earnings: Cost Controls Help as Competition Persists in the US and Canada
AMD: Raising Fair Value Estimate as Ban on Firm’s Sales into China Will Be Reversed
Nvidia: Back in Business in China; Raising Fair Value Estimate
BlackBerry Earnings: Good Execution, but Consistent Soft 2026 Outlook
Dollarama Earnings: Strong Results on Same-Store Sales Growth Amid Macro Headwinds
Royal Bank of Canada Earnings: Provisioning Up Amid Trade Uncertainty; 2025 Guidance Maintained
Nvidia Earnings: Raising Fair Value as Export Controls Aren’t Slowing It Down
National Bank of Canada Earnings: Strong Trading Revenue; Closes Canadian Western Bank Acquisition
Bank of Montreal Earnings: Provisioning Increases Amid Trade Uncertainty, US Segment Still a Drag
Bank of Nova Scotia Earnings: Canadian Provisioning a Drag on Results
Going Into Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?
TD Bank Earnings: Provisioning Expense Increased and US Segment Continued to Drag
Home Depot Earnings: Despite a Stalled US Housing Market, Operating Margin Preservation Persists
Alibaba Earnings: Results In Line, With Cloud Business to Drive Growth
