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Frances Horodelski
Aug 07 2015

Jobs, gold and U.S. media companies are on my mind

By Frances Horodelski, Anchor
The big day is here - and it's a two-fer. Employment numbers on both sides of the border.
Filed in: Economy, Financials, Investing Ideas, Telecom, U.S. » Continue Reading
Frances Horodelski
Aug 04 2015

Markets are in the August doldrums, but there is a lot to do

By Frances Horodelski, Anchor
After a wonderful three day weekend, we’re back to work with markets focused on China, the loonie, commodities, and earnings. All while waiting for the jobs numbers on Friday – not much has changed.
Filed in: Economy, Energy and Resources, Financials, Investing Ideas, U.S. » Continue Reading
Frances Horodelski
Jul 23 2015

Not everyone is convinced a U.S. rate hike is on tap

By Frances Horodelski, Anchor
Despite all the talk of a rate hike as almost inevitable by the Fed in September, the futures markets and economists are right on the fence at 50:50 (similar to the on-the-fence view of the Street going into the Bank of Canada’s rate cut last week). Next week’s FOMC meeting will provide important tells.
Filed in: Economy, Financials, U.S. » Continue Reading
Frances Horodelski
May 28 2015

Canadian banks takes centre stage

By Frances Horodelski, Anchor
“Please, God, just one more bubble.” – Bumper sticker, Silicon Valley, 2003.
Filed in: Financials » Continue Reading
Frances Horodelski
Feb 26 2015

Bits and pieces of Thursday

By Frances Horodelski, Anchor
The calendar is full of earnings including Loblaw (beat), TD (in line with dividend hike), Canadian Tire (miss but revenue better), CIBC (beat and dividend hike), Catamaran (beat with revenue above estimates), Stantec (miss although revenue better).
Filed in: Financials » Continue Reading
Frances Horodelski
Feb 25 2015

Lots of earnings to drive activity

By Frances Horodelski, Anchor
Busy morning. We have lots of Canadian earnings that will drive activity including Royal Bank with a beat and a two-cent dividend hike, National Bank reports a two-cent beat, Encana with a miss and a cut in 2015 capital expenditures, Magna reported better than expected earnings, split the stock two-for-one and raised the dividend to 44 cents per quarter from 38 cents.
Filed in: Financials » Continue Reading
Frances Horodelski
Feb 24 2015

A day of banks and bankers

By Frances Horodelski, Anchor
We’ll be softly killed by banks and bankers today.
Filed in: Financials » Continue Reading
Frances Horodelski
Feb 11 2015

Something is out of whack!

By Frances Horodelski, Anchor
“Just because someone says it, doesn’t make it so” – me
Filed in: Financials » Continue Reading

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