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Inside the Market

Up-to-the-minute insights
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Entry archive:

Top links: Markets recovering, not out of the woods

SCOTT BARLOW

A roundup of what The Globe and Mail's market strategist Scott Barlow is reading this morning on the World Wide Web.

Markets look set for a big jump higher today, but while that would be welcome, investors should remember that big moves in either direction indicate a lack of market health.

That said, things look far more stable. Goldman Sachs has published research showing signs that energy markets have fully capitulated and the worst of the selling is over. The big game now starts at 3pm – “Who’s confident enough to be long over the weekend?”

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Friday's analyst upgrades and downgrades

Tim Shufelt

Inside the Market’s roundup of some of today’s key analyst actions. This file will be updated during the trading day.

Toronto-Dominion Bank has been the hardest hit of the Canadian bank stocks through the correction, opening up an opportunity to buy on weakness, Credit Suisse analyst Kevin Choquette said.

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Before the bell: TSX, U.S. stocks poised for sharp gains

Darcy Keith

The Before the Bell report is constantly updated to reflect the latest news developments and market moves in the premarket. Check back later for updates.

Here come the bargain hunters. European stocks are showing robust gains this morning and poised to end their longest losing streak in 11 years. U.S. and Canadian stock futures are suggesting the major indexes could open with gains of 1 per cent or greater. And crude oil prices are also showing signs of rebounding after a painfully tumultuous week for energy investors.

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Small-cap stocks to watch: Power firm issues earnings warning

JODY WHITE

Inside the Market’s roundup of some of the Canadian small caps making news and on the move today. This post will be updated through the morning.

Capital Power Corp. issued an earnings warning for the third quarter. Due to lower plant availability at its Sundance PPA units and other factors, overall electricity generation production was below expectations, it said, and quarterly net income and funds from operations will be below previous guidance.

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Have markets hit bottom?

DAVID BERMAN

Every stock market downturn has its bottom. Is this it?

Major North American indexes on Thursday were well off the gut-wrenching lows seen earlier in the week, when stocks headed straight down in a panic sell-off, suggesting that the worst of the turbulence has ended – for now at least.

At Thursday's close, the S&P 500 was down 0.29 of a point, or 0.01 per cent, at 1,862.20 – but the index is up about 40 points from its intraday low on Wednesday, and any sign of stability marks a striking contrast to the free-falls seen in recent trading sessions.

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Low fees make now a great time for portfolio maintenance

ROB CARRICK

One of great things about the new commission pricing at online brokerage firms is that it frees you up to give your portfolio the tough love it needs when the markets are falling.

At many firms, investors with accounts below $50,000 in assets used to pay a minimum of $29 to buy or sell a stock online. Now, almost all brokers charge a flat $10 or less for everyone. That’s low enough to permit investors to make portfolio adjustments in a down market without concern about adding to their market losses by incurring big commission charges.

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Rosenberg: The market pullback isn't over, but it's getting close

Darcy Keith

Wednesday’s harrowing day in markets, which saw the Dow at one point tumble as far as 460 points before partially recovering, prompted many market observers to speculate that capitulation had arrived.

That’s the moment bargain hunters lust after. Signalling a possible market bottom, it usually arrives after a period of panic selling and extreme volatilility, where most investors give up previous gains in stock prices.

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Today's analyst upgrades and downgrades

Tim Shufelt

Inside the Market’s roundup of some of today’s key analyst actions. This file will be updated during the trading day.

While the outlook for the oil and gas services sector has deteriorated as a result of the downturn in commodity prices, valuations remain attractive, TD Securities analyst Scott Treadwell said.

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Top links: Why there’s ‘sheer panic’ in markets

SCOTT BARLOW

A roundup of what The Globe and Mail's market strategist Scott Barlow is reading this morning on the World Wide Web.

West Texas Intermediate crude oil prices are below $80 (U.S.), peripheral European debt markets are in full meltdown mode and among the professional hedge fund and mutual fund managers on social media there is real, palpable fear.

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Small-cap stocks to watch: Big energy dividend-payer boosts guidance

JODY WHITE

Inside the Market’s roundup of some of the Canadian small caps making news and on the move today. This post will be updated through the morning.

Argent Energy Trust has increased its average annual production guidance for 2014 from the previously expected range of 6,200-6,300 boe/d to 6,500-6,600 boe/d. Fourth quarter 2014 production is expected to be approximately 6,500 boe/d, the company said.

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Before the bell: Stocks headed for another brutal selloff

Darcy Keith

The Before the Bell report is constantly updated to reflect the latest news developments and market moves in the premarket. Check back later for updates.

It's shaping up to be another nerve-wracking day in North American markets, with stock futures this morning posting losses of around 1 per cent and WTI crude oil sinking to below $80 (U.S.) a barrel for the first time since June 2012. European stocks are seeing their eighth day of losses, with credit yields in debt-stricken Greece sharply higher after a disappointing bond auction.

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Wednesday's analyst upgrades and downgrades

Tim Shufelt

Inside the Market’s roundup of some of today’s key analyst actions. This file will be updated during the trading day.

Desjardins Securities has a “cautiously optimistic” outlook for the Canadian retail property market, analyst Michael Markidis said in a note initiating coverage on a number of retail-focused real estate investment trusts (REITs).

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Before the bell: Oil falls further, stock futures weak

Darcy Keith

The Before the Bell report is constantly updated to reflect the latest news developments and market moves in the premarket. Check back later for updates.

Crude oil is sliding even further into a bear market this morning, casting a chill on global trading desks and setting the Toronto market up for another uneasy session. Futures for the S&P 500 are down about 1 per cent, with a batch of weaker-than-expected economic figures out of the U.S. - including retail sales - pushing equity markets further into the red.

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Top links: ‘Don’t buy this dip in energy’

SCOTT BARLOW

A roundup of what The Globe and Mail's market strategist Scott Barlow is reading this morning on the World Wide Web.

I’ve run out of dramatic terms for what’s going on in energy markets so let’s just go with “rout.” Some volatility is expected in commodity markets but the sheer speed of the oil price collapse is breathtaking – December WTI crude traded below $80 this morning.

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Wednesday’s small-cap stocks to watch

JODY WHITE

Inside the Market’s roundup of some of the Canadian small caps making news and on the move today. This post will be updated through the morning.

Endeavour Mining Corp. has announced that it has achieved approximately 83 per cent of its full year 2014 production guidance of 400,000 to 440,000 ounces after nine months of operations. On a year-to-date basis, Endeavour’s Agbaou, Nzema and Youga mines are all ahead of the mid-point of the production guidance ranges for each mine.

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Market pull-back is a reality check for dividend ETF investors

ROB CARRICK

The defensive qualities of dividend stocks have been stress-tested in the stock market decline of early October and the results are so-so.

Let’s consider eight Canadian dividend ETFs listed on the TSX. All were down for the month through Oct. 10, so any expectations of not losing money from a portfolio of dividend stocks seems unrealistic. The question then becomes, how much less than the index might you lose?

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Top links: What now for equity markets?

SCOTT BARLOW

A roundup of what The Globe and Mail's market strategist Scott Barlow is reading this morning on the World Wide Web.

There are 10 to 15 reasons why equity markets are selling off but my overriding theory is this: The approaching end of U.S. Federal Reserve monetary stimulus and the sharp slowdown in the European economies provided the catalyst for big investors to recognize asset price excesses they knew were already there.

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