The Savvy Investor | Buyers at CN

Every Sunday, we shine the spotlight on financial and stock market news that may be useful to investors, but which may have slipped under the radar.




Two members of CN’s board of directors have just purchased more than $1 million worth of shares in the Montreal rail carrier.

Al Monaco purchased a lot of 6,200 shares on September 13 at a unit price of $162.38. The former CEO of Enbridge is a member of the board of directors of CN since last year.

Susan Jones, for her part, purchased a block of 1,230 shares on September 17 at a unit price of $162.05. She has been a director for two years.

CN shares are down about 12% from their March peak, but up 5% from their low last month.

There National Bank lost CIBC support on Thursday. Analyst Paul Holden is withdrawing his buy rating on Quebec’s largest bank, citing relative valuation to other banks in the country and the fact that, he says, there is less need to “play defense” in the banking sector. He suggests a rotation toward buying bank stocks with lower valuation multiples, such as Scotiabank. The timing is right, he says, because rate cuts have begun and economic risks have diminished, while valuation spreads remain wide.

Cogeco Communications got the support of National Bank Financial this week. Saying that he realizes that the transformation of the Quebec company is taking shape, analyst Adam Shine now recommends buying the stock. This expert says in particular that he expects a dividend increase when the financial performance at the end of the year is published on Halloween. They are now 4 out of 10 analysts to recommend buying.

Lightspeed gained an admirer this week. Mark Palmer of New York-based Benchmark on Tuesday launched official coverage of the Montreal-based merchant technology solutions provider, recommending a buy rating on the stock. The expert notes that the stock is positioned to rebound as plans are implemented to boost profitability and revive growth in subscription revenues for the company’s platform. fintech.

The name ofCouche-Tard Food was added this week to a list of favorite stocks. The quarterly report presenting the best investment ideas for the next 12 months from the BMO North American research team now includes a place for the Laval convenience store chain. Couche-Tard is the only Quebec company on this list of 49 stocks.

By losing 30% on Monday on the NASDAQ, the stock market value of the Quebec driver assistance software company LeddarTech has slipped below the US$10 million mark.

BMO now recommends buying shares ofUbisoft. The stock has become too cheap to ignore, analyst Brian Pitz said in a midweek note. “Investors may be overreacting to the game’s sales Star Wars Outlaws so far.” This expert sees the launch in November ofAssassin’s Creed Shadows as a catalyst for action.

A senior executive of Fiera Capital has just sold $1.2 million worth of shares of the Montreal asset manager. John Valentini, head of private markets for the organization, sold a total of 158,695 shares during the trading sessions of September 12 and 13. These transactions reduced the number of Fiera shares held in this specific account belonging to him to 300,000.

Quebec titles of Cogeco Communications, Gildan, Quebecor, WSP, Power Corporation, Aya Gold & Silver, 5N Plus, iA Financial Group And Savaria all hit 52-week highs on the Toronto Stock Exchange this week.

On the other hand, that of Deckchair fell again this week to a 52-week low.


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