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Clean energy stocks are back. But the sector’s success rests largely on one company
Flowers bloom below wind turbines in fields near Palm Springs, Calif. Wednesday, March 22, 2023. (AP Photo/Ashley Landis)
rob magazine
Stretched: Can Lululemon fend off its younger, hotter rivals?
***STRICT ONE TIME USE ONLY*** A bit of a stretch: Lululemon is besieged by younger, hotter rivals in the athleisure business it created. But the Vancouver based retailer is still a behemoth, so while its incoming CEO has a steep climb, there’s still lots of upside
top links
Barlow’s Research Roundup: BMO results best in the sector so far
L'enseigne de la Banque de Montréal, photographiée le mardi 31 mai 2016 à Montréal. LA PRESSE CANADIENNE/Paul Chiasson
rob magazine
Which stocks will benefit from infrastructure spending? That’s Kevin McSweeney’s job to figure out
Kevin McSweeney is lead for Canadian Equities and Head of Global Infrastructure CI Global Asset Management.
opinion
Contra Guys: Why we’re not selling our shares in Neo Performance Materials despite its formidable run
Philip MacKellar
number cruncher
Seven U.S. cash cows with strong balance sheets
For Number Cruncher column in Globe Investor/ROB only.
Bullish potential on Alimentation Couche-Tard
Monica Rizk
Micron joins $1-trillion club as AI race powers memory chip boom
FILE PHOTO: The company logo is seen on the Micron Technology Inc. offices in Shanghai, China May 25, 2023.

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