HeyJaredBrian Donovan
- Indexed articles, last 90 days
- 5
- Latest publication
- Sep 21, 2026
- Outlet visibility, for Theglobeandmail
- Top 10K sites
- Earliest in this view
- Jul 13, 2026
Latest articles
TSX energy stocks best positioned for tariffs, war and rising oil prices (opens the original)
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Tariffs, war and a rising price of oil have changed the investing dynamics over the past six months. What will the consequences be for Canadian oil and gas companies’ stock prices and exports? We used stockcalc’s screener to select the Top 10 listed oil and gas stocks by market capitalization on the TSX. We then used stockcalc’s valuation tools to calculate fundamental (or intrinsic) valuation for each stock to see if it is undervalued or overvalued compared with its price. Stockcalc is a fundam
These copper stocks may have the most upside potential as the commodity price flirts with all-time highs (opens the original)
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The price of copper is at or near historic highs and looks like it can continue to climb over the next 24 to 36 months. What are we seeing for valuations for Canadian copper stocks and are the new tariffs affecting these companies? We used StockCalc’s screener to select the top 10 TSX-listed copper stocks by market capitalization. We then used StockCalc’s valuation models to calculate fundamental (or intrinsic) valuation for each stock to see if they are undervalued or overvalued compared with c
Why pulp prices are set to recover (opens the original)
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Canada is very well known for its forest industry. The production side of the industry falls into two main categories: sawmills and pulp (and/or paper) mills. I would like to review the pulp side of this business. Canadian northern bleached softwood kraft (NBSK) pulp has gone through a difficult cycle over the past three years. Following exceptionally strong prices after the pandemic, the market weakened as Chinese demand slowed, producer inventories grew and new hardwood pulp capacity came onli
TSX consumer stocks that could offer defence against volatile markets near record highs (opens the original)
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With the markets at or near all-time highs, is it time to shift some of our winners to more defensive names to protect capital and generate dividends? Let’s look at stocks that fall into the consumer defensive (also called consumer staples) sector and what valuations and dividends are for this group. We used StockCalc’s screener to select the top 10 listed consumer defensive stocks by market capitalization on the TSX. We then used StockCalc’s valuation models to calculate fundamental (or intrins
The outlook for the forestry sector – and which stocks are most undervalued (opens the original)
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There are a number of key variables driving Canadian forestry stocks over the next 12 to 36 months: single-family housing starts, 30-year mortgage rates, lumber prices, capacity closures, energy prices and softwood lumber duties. How long before this commodity-driven industry will turn around, and what do valuations suggest are the most undervalued stocks? This sector appears to be following a classic commodity cycle where demand has yet to recover, but supply is adjusting. Weaker housing activi
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Top 10K sites
For Theglobeandmail, the outlet · Measured Aug 1, 2026
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