Barlow’s Research Roundup: Top stock ideas in Canadian diversified financials
Its ability to perform across a range of market conditions makes it an attractive through-cycle core holding … We think Element’s risk-reward looks very favorable and see a significant disconnect between the stock’s fundamentals and valuation. OpenAI announced plans for a 3.2 GW data center campus (Project Camelia) in Effingham County, GA. The front-of the-meter project will be served by Georgia Power (a Southern Company subsidiary) under a 25-year agreement with power delivered between 2028 and 2032.
- ▪Its ability to perform across a range of market conditions makes it an attractive through-cycle core holding … We think Element’s risk-reward looks very favorable and see a significant disconnect between the stock’s fundamentals and valuati
- ▪OpenAI announced plans for a 3.2 GW data center campus (Project Camelia) in Effingham County, GA.
- ▪The front-of the-meter project will be served by Georgia Power (a Southern Company subsidiary) under a 25-year agreement with power delivered between 2028 and 2032.
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ShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountDaily roundup of research and analysis from The Globe and Mail’s market strategist Scott BarlowBest ideasScotiabank analyst Phil Hardie published top ideas in Canadian diversified financials,“We are forecasting an average total return of ~20% for our coverage over the next twelve months and see a range of attractive opportunities … Our preference remains toward resilient growth given a complex landscape, and we also continue to like value stocks that offer a high level of optionality that could surface stronger than expected upside potential … Valuation multiples across the S&P/TSX Financial Service Index are reaching record highs, and we believe financial services investors are actively looking for new ideas…
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