Best of BMO | Our Best Mining Ideas for 2023
IN Tune
by BMO Capital Markets Equity Research
8h ago
The Best of BMO is our quarterly compilation of our broad macro views, as well as our best stock ideas for the next 12 months. Essentially, it is an equity idea book. In this episode, we are joined by eight of our mining analysts to delve into the details of their Best of BMO stock picks. Joining the podcast are Dave Gagliano, Alex Pearce, Jackie Przybylowski, Brian Quast, Andrew Mikitchook, Rene Cartier, Raj Ray, and Ryan Thompson. BMO clients can view our report, “The Best of BMO Q4/22”, by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e8264d3e-3c7a-40c3-a722-45448d47bd32 ..read more
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Analyzing Climate Change Risk for US REITs
IN Tune
by BMO Capital Markets Equity Research
3w ago
In this edition of our IN Tune podcast, we sit down with Doug Morrow and Juan Sanabria from BMO’s equity research team to discuss the key findings from their recent note on climate change impacts on US real estate companies. Doug and Juan have analyzed the exposure of 70 US REITs to physical climate risk for their US assets in the "new normal" with ever-increasing billion-dollar climate and weather disasters. They believe that REITs will increasingly have to execute strategies in an environment that is likely to be warmer, and punctuated by more extreme weather events with insurance costs like ..read more
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BAM Spin Mechanics & Alternatives in a Higher Rate Environment
IN Tune
by BMO Capital Markets Equity Research
1M ago
Recorded on October 31st, Sohrab Movahedi and Etienne Ricard join our IN Tune podcast to discuss their recent report "Spin Mechanics", covering Brookfield Asset Management and the anticipated transaction to spin out a 25% interest in its asset management franchise as a 'pure-play', as well as the drivers of value at BAM and BN, and the value proposition of alternative investment strategies in a higher interest rate environment. BMO clients can view our report, “Spin Mechanics”, by visiting: https://researchglobal0.bmocapitalmarkets.com/research/84eef555-31d0-4c99-b081-6ef194889177/ Episode tra ..read more
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BMO’s 2022 Outlook for Canadian Oil & Gas Sector
IN Tune
by BMO Capital Markets Equity Research
4M ago
2021 turned out to be a great year for oil and gas investors. Randy Ollenberger and Ray Kwan think that 2022 has the potential to be equally good as a multi-year bull market for energy takes hold. This podcast covers their outlooks for oil and gas prices, heavy oil differentials as well as the impact inflation and M&A can have on the associated equities. In short, Randy and Ray believe that the recent European energy crisis’ impact on commodity prices and current concerns about the potential lack of spare oil production capacity may provide a glimpse of things to come following years of un ..read more
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Analyzing Drivers of Value in an IFRS 17 World
IN Tune
by BMO Capital Markets Equity Research
4M ago
As we get ready for IFRS 17, effective January 1, 2023, for Canadian, European, and Asian insurers, investors need to understand how it will reflect drivers of value, and, most importantly, what further analysis and perhaps potential adjustments to reported items are relevant in an IFRS 17 world. This podcast discusses the key differences between IFRS 17 and the current IFRS 4, and, more importantly, highlights the need to look beyond just IFRS 17 reported earnings, BV, and ROE in assessing shareholder value and shareholder value creation. BMO clients can view our report, “Analyzing Drivers of ..read more
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CCUS: The Next Gamechanger to De-carbonize Canada’s Oil & Gas Industry
IN Tune
by BMO Capital Markets Equity Research
4M ago
Carbon, Capture, Usage and Storage (CCUS) represents one of the best near-term opportunities to reduce C02 emissions, particularly as Canada looks to meet its 2030 and 2050 reduction targets, and we expect the Canadian Energy industry to play a large role over the next several years. Overall, we estimate CCUS represents a +$10 billion opportunity in the pipeline infrastructure alone, and much more when including the carbon capture facility itself, ancillary infrastructure, and energy services required. BMO clients can view our report, “CCUS Breathes New Life Into Cdn. Pipe Infrastructure With ..read more
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BMO Smarter Investing - What does the economy look like for Canada, the US, and Europe in 2022?
IN Tune
by BMO Capital Markets Equity Research
4M ago
This week on IN Tune we are sharing another episode from BMO Smarter Investing, titled "What does the economy look like for Canada, the US, and Europe in 2022?" Interest rates and the global economy in general has been quite volatile since 2020 due to uncertainties of the pandemic. We've seen businesses open back up to the public and life slowly resemble normalcy. Now with the new COVID-19 variant, Omicron, it looks that more uncertainty is on the horizon for 2022. BMO economists Sal Guatieri, Douglas Porter, Jennifer Lee, and special guest Benjamin Reitzes discuss what the economies of Canada ..read more
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BMO Smarter Investing - What does the economy look like for Canada, the US, and Europe in 2022?
IN Tune
by BMO Capital Markets Equity Research
1y ago
This week on IN Tune we are sharing another episode from BMO Smarter Investing, titled "What does the economy look like for Canada, the US, and Europe in 2022?" Interest rates and the global economy in general has been quite volatile since 2020 due to uncertainties of the pandemic. We've seen businesses open back up to the public and life slowly resemble normalcy. Now with the new COVID-19 variant, Omicron, it looks that more uncertainty is on the horizon for 2022. BMO economists Sal Guatieri, Douglas Porter, Jennifer Lee, and special guest Benjamin Reitzes discuss what the economies of Canada ..read more
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BMO Smarter Investing - The Rise of Inflation: Who wins and who gets hurt the most
IN Tune
by BMO Capital Markets Equity Research
1y ago
This week on IN Tune we are sharing the first episode of a new BMO podcast, BMO Smarter Investing, titled The Rise of Inflation: Who wins and who gets hurt the most. Inflation is at an all-time high right now since the 1990s: Over 6% in the US and over 4% in Canada. BMO economists Douglas Porter and Sal Guatieri discuss what this means for interest rates, who wins and who gets hurt the most from high inflation, and where they believe inflation will be going within the years to come. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today. For more epis ..read more
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Economics of Online Grocery in Canada: Who’s Doing What and How to Win?
IN Tune
by BMO Capital Markets Equity Research
1y ago
With the acceleration during COVID-19, online grocery is here to stay. How are the Canadian Grocers addressing this growing segment of the grocery market? How is online grocery impacting the economics of the grocery business? What will the grocers need to do to win in the future? In this episode of our podcast, BMO Consumer Analysts, Peter Sklar and Tamy Chen will dive into these topics. This episode is an extension of our recently published IN Front report and BMO Expert Event. BMO clients can view our research: Who Will Win in Canadian Online Grocery: In-Store vs. Central Fulfillment?: http ..read more
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