The Globe and Mail

Market Factors: ‘Too many red flags’ - Prominent Wall Street strategist says take profits

Scott Barlow — Wed, 10 Jun 2026 15:52:38 +0000

This Market Factors starts with a rare bearish call by a major strategist and we follow that up with a review of a conference with major players from the yield-heavy utilities and energy infrastructure sectors. The diversion is extremely nerdy and we have quick hits as usual.

Barlow’s Research Roundup: Gold stocks are attractive, says Scotiabank analyst

Scott Barlow — Wed, 10 Jun 2026 11:55:15 +0000

Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

Barlow’s Research Roundup: RBC analyst’s investor guide to yield-heavy energy infrastructure sector

Scott Barlow — Tue, 09 Jun 2026 12:23:03 +0000

Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

Market Factors: Bank outlook uninspiring, rotate to financial sector laggards

Scott Barlow — Mon, 08 Jun 2026 16:34:25 +0000

This Market Factors starts with a CIBC analyst’s heretical idea to take some profits on bank stocks and buy lagging financials. Section two describes the lurking risk to the AI investment story out of China and the diversion covers a fascinating new study on the origins of language.

The most oversold and overbought stocks on the TSX

Scott Barlow — Mon, 08 Jun 2026 12:24:10 +0000

The S&P/TSX Composite fell 1.0 per cent for the trading week ending with Friday’s close and is now 9.6 per cent higher (including dividends) for 2026.

The highest-yielding stocks on the TSX, plus risk data

Scott Barlow — Mon, 08 Jun 2026 12:12:30 +0000

We hope the data provided are helpful and credible but recognize they are not sufficient grounds for actual market transactions on their own.

Barlow’s Research Roundup: RBC analyst’s top picks in REITs after meetings with U.S. investors

Scott Barlow — Mon, 08 Jun 2026 11:35:04 +0000

Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

Barlow’s Research Roundup: Canadian energy ‘the hottest it’s been in over a decade’

Scott Barlow — Fri, 05 Jun 2026 11:49:54 +0000

Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

Barlow’s Research Rounup: BMO analyst sees attractive entry point for seniors housing sector

Scott Barlow — Thu, 04 Jun 2026 12:09:02 +0000

Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

Market Factors: Two Canadian stocks among top global ‘contenders’

Scott Barlow — Wed, 03 Jun 2026 17:26:14 +0000

Market Factors begins with an interesting model identifying the most promising stock opportunities and those set to underperform. The next section is a trade idea from Scotiabank strategists and the diversion treats famous physicists like basketball players.

Barlow’s Research Roundup: Two changes to Scotiabank strategist’s top 30 Canadian stock picks list

Scott Barlow — Wed, 03 Jun 2026 11:47:17 +0000

Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

Barlow’s Research Roundup: Strategist identifies the rally killer, headwinds for telecoms

Scott Barlow — Fri, 29 May 2026 12:29:26 +0000

Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

Barlow’s Research Roundup: BMO results best in the sector so far

Scott Barlow — Thu, 28 May 2026 12:15:41 +0000

Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

Barlow’s Research Roundup: RBC analyst provides praise and top picks in regulated utilities sector

Scott Barlow — Wed, 27 May 2026 12:07:11 +0000

Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

Market Factors: In praise of a dividend-paying sector that’s much less boring than it looks on the surface

Scott Barlow — Wed, 27 May 2026 17:30:55 +0000

We begin this edition of Market Factors with a look at regulated utilities that imply not only strong defensive characteristics but also profit growth. Then, how upcoming market volatility might resemble Vaccination Day during the pandemic. The diversion is racing-centric and we have quick hits as always.