Trending Stocks, Investing Tips, and Market Insights on Stockchase

Larry Berman CFA, CMT, CTA
Larry Berman CFA, CMT, CTA on Berman's Call29/06/2026 at 08:35pm

NORTH AMERICAN - LARGE, ETF'S & MACRO STRATEGIES

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Educational Segment.


Hedging
Trump's been talking about the US being self-sufficient on energy. It's not actually true. When you look at how many barrels of oil the US produces, it's about 14M a day. They consume about 20M barrels. They need to import a lot of heavy crude. They need Canadian oil, despite what he says.

How this will impact Canadians in on the value of the CAD. We're 3% of the world. When most people look at their investment portfolios, the vast majority of exposure is in the US (over 60% of the world's capital markets). So it matters what the CAD-US rate is, especially in registered accounts.

Today the CAD is trading around $1.42. Short-term interest rates relatively drive a lot of capital flows. If you back out crude oil, Canada actually has a deficit to the US. If we can hammer that point home to the US during CUSMA negotiations, we can gain a lot of ground.

Correlation between the interest-rate differential and the current value of the CAD is much more of a factor recently than what's happening with oil prices. We have a more hawkish Fed, a BOC that probably still needs to cut rates, and a structurally weaker economy here in Canada. It's debatable whether PM Carney's policies will drive foreign investment into Canada.

Very rare for the CAD to hold above current levels. So, for a lot of investors in registered accounts, look to switch your exposure in ETFs to hedge that foreign currency. He encourages people to check out the related links on his blog.

Chris White, CFA
Chris White, CFA on Market Call (BNN TV)29/06/2026 at 07:26pm

CANADIAN

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The oil price has returned to pre-war prices. So, the market will shift attention to the U.S. 10-year bond yield. That yield has risen to 4.5% in recent weeks; typically at this level, forward market returns are muted. AI stocks are insulated, but all other areas, namely growth stocks, have seen downward pressure. He expects the U.S. 10-year to come down and broaden out the rally. Falling oil and gas will lead to lower inflation expectations. Meanwhile, rent prices are starting to roll over, which will lead to tailwinds for core CPI.

Most Anticipated Earnings: TCS-T, KG-X and more Canadian Companies Reporting Earnings this Week (Jun 29-Jul 03)
29/06/2026 at 12:39pm

Most Anticipated Earnings: TCS-T, KG-X and more Canadian Companies Reporting Earnings this Week (Jun 29-Jul 03)

Here are the Canadian companies listed on Stockchase who are reporting earnings this week: 🏛 Financials 🚚 Industrials 🛢Basic Materials 👨‍⚕️ Healthcare 🛍 Consumer Use this list wisely to identify buying opportunities.Happy trading !!! read more

with Alan Tong

After the close

With Allan Tong

26/06/2026 at 09:37pm

Tech sinks for the week

The week ended with the Mag 7 (dubbed the Lag 7 by some) and AI stocks losing ground, while software enjoyed some gains on Friday. ON Semiconductor plunged 23.66% while Western Digital cratered 13.17% during the session. In contrast, Microsoft leapt 5.71% and Apple rebounded 3.14%. Beyond tech, Moderna rallied 12.59%. The Nasdaq slipped 0.18% on Friday but fell 4.6% during the week. In contrast, the S&P and Dow were flat for the session, while the former sank 2% over the week and the latter climbed 0.6%. Bitcoin added 0.5% to US$59,670. The U.S. 10-year yield held at 4.372%.

The TSX was flat for the week, but advanced 0.37% or over 125 points on Friday. Sectors were mixed, but tech and real estate helped to outperform weakness in healthcare and other areas. Major movers on Bay Street: BlackBerry 10.33%, Discovery Silver 8.81%, Aya Gold & Silver 8.61%, Bausch Health -9.61% and Celestica -6.57%. Silver rose 1.25% to US$58.45, gold climbed 1% to US$4,067 and WTI slid 3.5% to US$69.40.

🧬 ON Semiconductor (ON) -23.66%

💾 Western Digital (WDC) -13.17%

Ⓜ Microsoft Corp (MSFT) +5.71%

🍎 Apple Inc (AAPL) +3.14%

💉 Moderna (MRNA) +12.59%

🅱 Bitcoin (BTCUSD) (BTC-USD) +0.5%

📱 BlackBerry (BB.TO) +10.33%

🥈 Discovery Silver (DSV.TO) +8.81%

⛏ Aya Gold & Silver (AYA.TO) +8.61%

👨‍⚕️ Bausch Health Companies Inc (BHC) -9.61%

🧬 Celestica Inc (CLS.TO) -6.57%

Jenny Harrington, CEO, Gilman Hill Asset Management
Jenny Harrington, CEO, Gilman Hill Asset Management on Halftime Report on CNBC26/06/2026 at 08:06pm

US EQUITIES

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It's her favourite REIT, which enjoys tailwinds now. Pays a 10% dividend. Managed well.

Stephen Weiss, Founder, Short Hills Capital Partners
Stephen Weiss, Founder, Short Hills Capital Partners on Halftime Report on CNBC26/06/2026 at 08:05pm

US EQUITIES

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Hits April 2025 highs. Fundamentals have been improving since last quarter. Healthcare is defensive, attractive now. Is happy to hold on. Has been great for him.

Kevin Simpson
Kevin Simpson on Halftime Report on CNBC26/06/2026 at 08:04pm

US EQUITIES

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Is near August 2024 lows. Is still operating very well, but inflation is eating into profits. Don't need to rush into this.

Bryn Talkington
Bryn Talkington on Halftime Report on CNBC26/06/2026 at 07:56pm

US EQUITIES

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Sentiment changed on this, falling. She sold a lot of shares on the way down. She loves what they do--they are the ultimate, original AI software company. They are executing. Is happy to hold the rest of her holding.

Andrey Omelchak
Andrey Omelchak on Market Call (BNN TV)26/06/2026 at 06:45pm

NORTH AMERICAN - SMALL & MID CAPS

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Cash for 1-2 years.

Over a 3-year horizon Canadian equities are a good place to put capital, but outside of the resource space. This avoids being exposed to commodity price volatility. As well, a lot of the Canadian market is exposed to financials, and the banks are doing quite well.

This Week’s Stock Picks & BNN Top Picks Summary: SGD-X, META-Q and 17 Stock and 6 ETF Top Picks (Jun 19-25)
26/06/2026 at 12:36pm

This Week’s Stock Picks & BNN Top Picks Summary: SGD-X, META-Q and 17 Stock and 6 ETF Top Picks (Jun 19-25)

This week were 17 Stock and 6 ETF Top Picks in a wide range of industries: Basic Materials, Industrials, Energy, Utilities, ETF, Technology, Healthcare, Consumer and Financials. Here are this week´s Top Picks as selected by: Michael O’Reilly, Billy Kawasaki,… read more