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Daily roundup of research and analysis from The Globe and Mail's market strategist Scott Barlow Two Canadian stocks are recommended after BofA Securities' Global Metals and Mining conference, "We think that "Decarbonization means increased metal intensity". Quite often, replacing hydrocarbons means electrification = copper. Renewables, EVs and other "new uses" of copper (data centres, AI) combined with supply side issues are driving tight markets. A copper stock with growth is a rare thing. 3 Buy-rated focus stocks: Antofagasta is a large cap with c. 30% volume growth. Freeport is a 'go-to' blue-chip copper exposure. TECK's sale of its coal assets…
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September 2, 2025
18:37
Source: theglobeandmail.com
June 4, 2025
19:18
Source: theglobeandmail.com
May 13, 2025
07:00
Source: fool.ca
April 28, 2025
18:54
Source: theglobeandmail.com
April 21, 2025
18:57
Source: theglobeandmail.com