8.9.04: Investing in Canada Report
3 analysts and top management from 26 sector firms examine the canadian investing landscape in this 125 page report from The Wall Street Transcript.
  1. Canadian Media Companies: Carl Bayard, Desjardins Securities
  2. Canadian Auto Suppliers & Energy Technology Stocks: MacMurray Whale, National Bank Financial
  3. Canadian Industrial Products Companies: Randy Cousins, BMO Nesbitt Burns
  4. Off the Record: Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.
  5. CEO Interviews (average 2,500 words): Top management from 26 sector firms examine the outlook for their firm and the sector. Firms interviewed include: ADF Group Inc., Big Rock Brewery Income Trust, Canam Manac Group, CoolBrands International, Dorel Industries, Finning International, First Capital Realty, Gaz Métro Limited Partnership, Genesis Land Development, Hudson Resources, InterRent International Properties, Kingsway Financial Services, Martinrea International, O&Y Real Estate Investment Trust, Palcan Fuel Cells Ltd., Premium Brands, Reitmans (Canada) Limited, Sico, SNC-Lavalin Group, Spectra Premium Industries, St. Lawrence Cement Group, Stuart Energy Systems, Thinkpath, Transcontinental, Uni-Select and Vitran Corporation.
    6. Topics covered: Advertising spending slowdown - Specialty television - General economic conditions - Radio spending - Government regulation - Acquisition in media space - Automotive suppliers - Energy technology companies - Outsourcing trends - Fuel cell and hydrogen companies - North American manufacturing space - Steel consumption in China - Capacity additions - New home consruction

    Companies covered: Astral Media (ACMa:TSX), Corus Entertainment (CJR), Alliance Atlantis (AACB), BCE (BCE), Quebecor (IQW), Transcontinental (TCLa:TSX), Quebecor, (QBRA:TSX), TVA Group (TVAb:TSX), Martinrea International (MRE:TSX), Decoma International (DECA), Magna International (MGA), Intier Automotive (IAIA), Ballard Power (BLDP), RailPower Technologies (P:TSX), Azure Dynamics (AZD.TSX), Xantrex Technology (XTX:TSX Venture), Hydrogenics Corp. (HYGS), Canadian National (CNI), Canadian Pacific (CP), Union Pacific (UNP), Burlington Northern (BNI), International Steel (ISG), Masonite International (MHM).
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