BMO
$ALS-TSX-Q4-24 Attributable Royalty Revenue Below Expectations
$APD-NYSE-US Strategy Comment
$ASH-NYSE-ASH Posts Mixed Bag, With LS and SA Light, PC and Corp Driving Beat; Guide Held
#BMO Industrial Chart Pack- Tariff Damage May Have Already Been Done
$BRO-NYSE-BROgrams Resiliency + Employee Benefits Upside to Offset CAT Property Rates
$CB-NYSE-Chubb, RenRe 4Q24 EPS Beats; Cali Wildfire Updates
$CMS-NYSE-ALJ PD Overall Largely in Line - 4Q24 Preview
$ES-NYSE-Now That's What I Call High Quality H2O - Aquarion Sale Announced & 4Q Preview
$EXE-TSX-Initiating at Market Perform; Solid Path vs. More Modest Upside Post 2024 Rally
$IVZ-NYSE-Guiding for a Sustained Margin Improvement
$MRU-TSX-Upgrade to OP- Several Favourable Factors
$NRIX-NSDQ-4Q24 Wrap-Up- Updates In-Line as Pipeline Continues to Progress
$NUE-NYSE-Near-Term Earnings Constrained; Project Pipeline Progressing; Eyes on M&A
$NVO-NYSE-What Can't They Do- Ozempic Approval in #CKD Patients w- T2D Expands Indications
$PCH-NSDQ-Good Quarter; Attractive Valuation
$PII-NYSE-PII Pumps the Brakes on 2025
$SAP-NYSE-Solid Q4, Reasonable Guide
$SIA-TSX-Initiating at Outperform; Something for Everyone
$SYY-NYSE-Quality in Question, Time Works Wonders- Lower Target Price, Maintain OP
$UN-TSX-Initiating at Outperform—Lots to Like
$UN-TSX-Initiating Coverage of Canadian Seniors Housing — The Boomers Are on the Way!
US Chemicals
$ACN-NYSE-Thoughts on DeepSeek
$AMGN-NSDQ-4Q24 Preview- Coming to a Fork in the Road - 2025 Guides Creates Diverging Paths
Earnings Guide to Maintaining BioPharma Momentum
$GAU-#TSX-Downgrading to Market Perform; Updated 5-Year Mineplan Resets Expectations
$INTU-NSDQ-US Consumer Tax Survey- Supportive on Key Themes
$NXT-NSDQ-3Q Earnings- FY 2025 EPS-EBITDA Guidance Raised, Backlog Supports 2026 Growth
$SBUX-#NSDQ-Gaining Confidence in Turnaround Amid Early Signs of Progress
Today 29 Jan
$VALE-NYSE-Metals Brief
VALE-#NYSE-Q4-24 Iron Ore Fines in Line but Pellet Miss
#ALS #APD #ASH #BMO