Trending Stocks, Investing Tips, and Market Insights on Stockchase

Bruce Murray
Bruce Murray on Market Call (BNN TV)30/06/2026 at 06:51pm

NORTH AMERICAN/GLOBAL

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Is bullish. US margins were 11% of sales and expected to hit 13-14%. The AI flow is driving the economy as the hyperscalers spend and the chipmakers raise prices. This will pick up the rest of the economy. Industrial companies have put behind Covid, and profits are picking up. He sees strong opportunities in Canada, particularly minerals.

Joe Terranova
Joe Terranova on Halftime Report on CNBC30/06/2026 at 01:56am

US EQUITIES

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He sold it last October at $1015. The chart began to break down. 

Stephanie Link, Chief investment strategist, Hightower
Stephanie Link, Chief investment strategist, Hightower on Halftime Report on CNBC30/06/2026 at 01:56am

US EQUITIES

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Is -18% from highs and trades at 18x PE. They create mission-critical software.

Jenny Harrington, CEO, Gilman Hill Asset Management
Jenny Harrington, CEO, Gilman Hill Asset Management on Halftime Report on CNBC30/06/2026 at 01:55am

US EQUITIES

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Is down 6.5% today on a restructuring charge, so the stock is on sale. It pays a dividend yield of 6.5%.

Jim Lebenthal
Jim Lebenthal on Halftime Report on CNBC30/06/2026 at 01:53am

US EQUITIES

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Pharma is a great place to be now after being dormant. Vertex owns a cystic fibrosis channel and thriving in other therapeutic areas.

with Alan Tong

After the close

With Allan Tong

29/06/2026 at 09:09pm

TSX fades, tech climbs

The trading week began with the TSX drifting down 0.47% or by 171 points. Nine sectors led by staples, telcos and materials lost ground while healthcare was among the two sectors that enjoyed any gains. Materials continued to sink: silver down 1.45% to US$58.20 and gold slipping US$75 to US$70.55. After the U.S. and Iran traded strikes over the weekend, WTI rose nearly 2% Monday to US$70.55, though both sides have since vowed to cease hostilities. Major movers on Bay Street: BlackBerry jumped 9.98%, Telus -2.48%, TC Energy -1.57%, Brookfield Business Partners -5.61% and MDA Space up 6.99%.

In contrast, tech led Wall Street higher after the Nasdaq rallied 2.1%, the S&P 1.17% and the Dow 0.59%. Corning soared 15.72%, Comcast 4.52% and Western Digital 11.16%, though Super Micro Computer sank 8.1% and Honeywell declined 6.41%. The U.S. 10-year yield held around 4.374% while Bitcoin gained 1.25% to US$60,330.

📱 BlackBerry (BB.TO) +9.98%

📱 Telus Corp (T.TO) -2.48%

🛢 TC Energy (TRP.TO) -1.57%

🏛 Brookfield Business Partners LP (BBU.UN.TO) -5.61%

🧬 MDA Space Ltd. (MDA.TO) +6.99%

🧬 Corning Inc (GLW) +15.72%

📡 Comcast Corp (CMCSA) +4.52%

💾 Western Digital (WDC) +11.16%

💾 Super Micro Computer (SMCI) -8.1%

🧬 Honeywell International (HON) -6.41%

🅱 Bitcoin (BTCUSD) (BTC-USD) +1.25%

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 is 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