Bullpen Finance
@bullpenfinance.bsky.social
We like Canadian stocks. Trustworthy research covering the most important stories in Canadian markets. Education, not advice. 3x weekly newsletter: https://www.bullpen.finance/morning-meeting
Canada can't catch a break.
Another iconic Canadian company gone. This time one of 355 years - Hudson Bay Company.
Read our research on who is impacted here: www.bullpen.finance/content/56
Another iconic Canadian company gone. This time one of 355 years - Hudson Bay Company.
Read our research on who is impacted here: www.bullpen.finance/content/56
March 12, 2025 at 6:42 PM
Canada can't catch a break.
Another iconic Canadian company gone. This time one of 355 years - Hudson Bay Company.
Read our research on who is impacted here: www.bullpen.finance/content/56
Another iconic Canadian company gone. This time one of 355 years - Hudson Bay Company.
Read our research on who is impacted here: www.bullpen.finance/content/56
Here is our latest on the on-going trade war between Canada and the US.
Sad to see such a great relationship so damaged.
www.bullpen.finance/content/51
Sad to see such a great relationship so damaged.
www.bullpen.finance/content/51
Trade war: a framework for thinking about the volatile road ahead
With the trade war between Canada and the U.S. now underway, we've put together a roadmap you can use to assess where we are in the cycle of this dispute. In each of the three phases, we give our take...
www.bullpen.finance
March 12, 2025 at 6:40 PM
Here is our latest on the on-going trade war between Canada and the US.
Sad to see such a great relationship so damaged.
www.bullpen.finance/content/51
Sad to see such a great relationship so damaged.
www.bullpen.finance/content/51
Banks post beats across the board, but the outlook could be more nuanced
Dig into the banks Q4 reporting here: www.bullpen.finance/content/47
Dig into the banks Q4 reporting here: www.bullpen.finance/content/47
Banks post beats across the board, but the outlook is more nuanced
With Canadian banks finishing reporting yesterday, we dive into the major themes from this earnings season including stellar results in wealth management and capital markets, as well as a more tempere...
www.bullpen.finance
February 28, 2025 at 2:22 PM
Banks post beats across the board, but the outlook could be more nuanced
Dig into the banks Q4 reporting here: www.bullpen.finance/content/47
Dig into the banks Q4 reporting here: www.bullpen.finance/content/47
Following the CDPQ takeout of Innergex, where will green capital go next?
www.bullpen.finance/content/44
www.bullpen.finance/content/44
With INE taken out, where will green capital go next?
The renewable energy sector got some life injected back into it today with the announced take-private transaction of Innergex by the CDPQ. The deal price represented a near-60% premium to INE's last c...
www.bullpen.finance
February 26, 2025 at 6:56 PM
Following the CDPQ takeout of Innergex, where will green capital go next?
www.bullpen.finance/content/44
www.bullpen.finance/content/44
We write a 3x weekly newsletter covering Canadian markets, subscription here: www.bullpen.finance/morning-meet...
The Morning Meeting: Daily Market Research for Canadians - Bullpen Finance
Engaging, data-packed coverage of Canadian capital markets delivered to finance professionals and retail investors daily, in 5 minutes or less. From the Bullpen team.
www.bullpen.finance
February 24, 2025 at 8:44 PM
We write a 3x weekly newsletter covering Canadian markets, subscription here: www.bullpen.finance/morning-meet...
#AQN has rebounded 8% since we did some work on it and put this piece out.
If they can execute on the turnaround, there could still be >40% upside.
www.bullpen.finance/content/27
If they can execute on the turnaround, there could still be >40% upside.
www.bullpen.finance/content/27
Turnaround Story: Lots of Upside if AQN can Stick the Landing
Due to an unsustainable business model, AQN went from a market darling to an ignored name in a matter of years. We think the company might have hit peak negative sentiment and is making the necessary ...
www.bullpen.finance
February 23, 2025 at 5:22 PM
#AQN has rebounded 8% since we did some work on it and put this piece out.
If they can execute on the turnaround, there could still be >40% upside.
www.bullpen.finance/content/27
If they can execute on the turnaround, there could still be >40% upside.
www.bullpen.finance/content/27
🚅Can Canada really deliver on a $40B HSR?
If we can, which companies are impacted?
www.bullpen.finance/content/40
If we can, which companies are impacted?
www.bullpen.finance/content/40
The Alto project: which companies are impacted by high-speed rail?
With Canada's long-awaited high-speed rail project connecting Toronto to Quebec City reaching a new milestone, it appears this time it's actually happening. We start with a brief overview of the proje...
www.bullpen.finance
February 23, 2025 at 5:15 PM
🚅Can Canada really deliver on a $40B HSR?
If we can, which companies are impacted?
www.bullpen.finance/content/40
If we can, which companies are impacted?
www.bullpen.finance/content/40
The Nuclear Renaissance looks here to stay ☢️
Read our research below and learn who could benefit in Canada
#uranium #nuclear
www.bullpen.finance/content/25
Read our research below and learn who could benefit in Canada
#uranium #nuclear
www.bullpen.finance/content/25
The Nuclear Renaissance Looks Here to Stay
Everything attached to the nuclear thematic got rocked this week with the rest of AI-related trades and as promised, we're taking a deep dive into each one. We start by providing some context around t...
www.bullpen.finance
February 18, 2025 at 10:53 PM
The Nuclear Renaissance looks here to stay ☢️
Read our research below and learn who could benefit in Canada
#uranium #nuclear
www.bullpen.finance/content/25
Read our research below and learn who could benefit in Canada
#uranium #nuclear
www.bullpen.finance/content/25
We’re a team of former equity research professionals bringing the work we did for institutional investors to a wider audience in an approachable way.
Our goal is to build the highest quality, most trustworthy investment research for Canadian investors.
Long live Canadian Business (& stocks!)
Our goal is to build the highest quality, most trustworthy investment research for Canadian investors.
Long live Canadian Business (& stocks!)
February 18, 2025 at 10:50 PM
We’re a team of former equity research professionals bringing the work we did for institutional investors to a wider audience in an approachable way.
Our goal is to build the highest quality, most trustworthy investment research for Canadian investors.
Long live Canadian Business (& stocks!)
Our goal is to build the highest quality, most trustworthy investment research for Canadian investors.
Long live Canadian Business (& stocks!)