Earnings
November 15, 2018 - PKI
New! Parkland Fuel Corp - Q3-2018 Earnings & Price Target Update .....
November 13, 2018 - SPB
Superior Plus Corp - Q3-2018 Earnings & Price Target Update .....
November 11, 2018 - GEI
Gibson Energy Inc. Q3-2018 Earnings & Price Target Update .....
November 9, 2018 - KEY
Keyera Corp. Q3-2018 Earnings & Price Target Update .....
November 9, 2018 - DR
Medical Facilities Corp. Q3-2018 and Price Target Update .....
November 8, 2018 - FTS
Fortis Inc. Q3-2018 Earnings - Price Target Update .....
November 7, 2018 - BEP.UN
Brookfield Renewable Energy Partners LP - Q3-2018 Earnings Update .....
November 4, 2018 - ENB
Enbridge Inc. Q3-2018 Earnings & Price Target Update .....
Recommendation Changes
ENB, HSE, ALA, TRP, BCE, more...

Reprieve from Bond Market – Earnings: CRT, CAR, ACR, CUF, MSI

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Fears of an escalating trade war on a global scale are encouraging capital to move for safety. Demand for government bonds and shares paying secure dividends is pushing prices higher and yields lower, marking another weak of declining interest rates. Lower interest rates, with very few exceptions are positive for yield focused investors. Share prices also depend on earnings as well as the level of interest rates, and react to both.

Since trade wars are expected to be negative for earnings, this and the flight to safety are pushing the level of interest rates lower. Earnings growth could deteriorate from extra tariff costs tacked onto operating expenses. If a business can pass these costs along, this will attract the inflation hawks at central banks.

Yet in a world where full employment has not translated into wage growth, the outcome of the trade war could be different than presumed. Consider that earnings will not suffer as much as anticipated once all the disorientation to supply chains from tariffs settles down. Disruption provides opportunity; the inventiveness in business seems to find ways to compete. It will be a patchwork of winners and losers.

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