In this episode of The Canadian Investor Podcast, Simon and Dan break down a busy week of Canadian dealmaking, including the kmassive Emera–Canadian Utilities merger, Cenovus buying Athabasca Oil, and another major acquisition involving the Weston family.
They also revisit Cobre Panama, where the outlook for First Quantum and Franco-Nevada now appears considerably more optimistic than initially thought, with a commission proposing decades of continued production before the mine is ultimately closed.
On the earnings front, Micron is benefiting from extraordinary memory pricing and AI demand, while Nike’s turnaround continues to struggle with falling sales, weakness in China and continued pressure on its brand. They finish with Carnival and AutoZone, including what both companies are revealing about inflation and the health of the consumer.
Stocks discussed: MU, NKE, CCL, AZO, EMA.TO, CU.TO, ACO.X.TO, CVE.TO, ATH.TO, FM.TO, FNV.TO
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