HeyJaredScott Barlow
- Indexed articles, last 90 days
- 78
- Latest publication
- Oct 1, 2026
- Outlet visibility, for The Globe and Mail
- Top 10K sites
- Earliest in this view
- Jul 6, 2026
Latest articles
Barlow’s Research Roundup: Top trade ideas from Wells Fargo (opens the original)
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Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow RBC Capital Markets analyst Jimmy Shan detailed changes in apartment rents and the subsequent effects on apartment REITs, “Aggregate year-over-year listed rent growth, on a same asset basis, was down 1.9 per cent. This is a modest improvement from down 2.6 per cent, down 2.3 per cent, down 2.7 per cent, down 2.5 per cent in prior four quarters, primarily due to base effects. On a quarter-over-quarter
Barlow’s Research Roundup: ‘Supercycle’ ahead for Canadian bank stocks, says BofA analyst (opens the original)
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Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow BofA Securities analyst Ebrahim Poonawala sees a super cycle ahead for Canadian banks but some near-term speed bumps after a day of meetings with management teams, “Management teams were broadly constructive on Canada’s improving policy and investment backdrop, with the recent Investment Summit reinforcing excitement around potential infrastructure, energy, defense and industrial projects. However, we
Market Factors: A compelling investment idea in REITs (opens the original)
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This Market Factors begins with the first truly interesting idea in the real estate sector I’ve seen in a long time. Section two highlights rising foreign investment in domestic banks and how that is affecting stock valuations. The diversion highlights a comedian’s new podcast and we have Quick Hits as always. With borrowing costs climbing it’s rare to find a compelling investment thesis in the capital-heavy real estate sector. I think RBC Capital Markets analyst Jimmy Shan has uncovered one non
Barlow’s Research Roundup: Defence spending ramp up benefits these REITs (opens the original)
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Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow RBC Capital Markets analyst Jimmy Shan identified a seemingly major real estate investment opportunity on the east coast, “The government’s new NATO target to get to 5 per cent of GDP in defence spending over the next decade (implying $122-billion of annual spending) has catalyzed a series of significant projects … While the two most significant projects in investment dollars and duration are the Rive
Barlow’s Research Roundup: Top three stock picks in domestic aerospace and industrial sector (opens the original)
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Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow RBC Capital Markets analyst James McGarragle identified his top three ideas in domestic aerospace and industrials, “Chorus Aviation: Remains our top idea – the perfect combination of value and growth. We reiterate CHR as our top idea, underpinned by the $500-550-million four-year capital allocation framework (2026–2029) remaining on track. We model for a 6-per-cent FCF yield in 2026 and are calling fo
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