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Palos Management At Palos Management, we are committed to managing our investment funds, family office and merchant banking services with the highest level of trust and integrity. We invest our client...
Palosmanagement.com news digest
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5 years
Issue 26 – Water & Tariffs Bring Opportunities to Nutrien
In mid June, China decided to fight back after the U.S. slapped tariffs on $50 billion in Chinese imports. China retaliated by raising import duties on tens of billions of dollars of US goods, including soybeans. This is extremely significant as the...
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5 years
Issue 25 – No Love for Bank of Nova Scotia
Since the beginning of spring, the Bank of Nova Scotia (TSX:BNS) has been significantly underperforming the other Canadian Banks. BNS has lagged its peers by over 10% for two main reasons. The first is the acquisition of MD Financial (MD). The MD transaction...
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5 years
Issue 24 – The Puzzling Canadian Oil and Gas Market
It seems like all the money is pilling into one name and ignoring the rest of the market. Suncor Energy Inc (TSX: SU) appears to be the flavour of the quarter. this attraction to SU, however, has pushed its valuation well above that of its peers. Palos...
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5 years
Issue 23 – Time to Surf the Whitecap
The recent strength in oil prices and weakness in the Canadian dollar has solidified Palos’ thesis that many of the Canadian energy names remain undervalued. The one that stands out is Whitecap Resources (TSX: WCP). This company has a robust balance...
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| Web host: | Amazon Technologies Inc. |
| Registrar: | Wild West Domains, LLC |
| Registrant: | Registration Private (Domains By Proxy, LLC) |
| Updated: | July 22, 2022 |
| Expires: | July 16, 2032 |
| Created: | July 16, 2007 |
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