‘Something to worry about’: Parliamentary budget officer concerned about Carney government’s debt levels ahead of budget ctvnews.ca/politics/article/…
Doerkson vows to prioritize B.C.’s finances, work toward West Coast pipeline as next premier
theglobeandmail.com/canada/a…
RBC: We see the election result as supportive of the WCSB-related growth theme that continues to favour Cdn Midstream stock valuations. Past indications of support by B.C. Conservatives for Pacific Link offer a glimpse of the upcoming positive flywheel effect on the midstreamers
Steven Feldman retweeted
BREAKING: Anthropic officially files its S-1 registration statement for an IPO, seeking to list on the Nasdaq under the ticker symbol $ANT.
FULL SUMMARY OF ANTHROPIC'S S-1 FILING:
1. Anthropic posted H1 2026 revenue of $16.3 billion with a net loss of $80.7 billion
2. Anthropic says it does not expect to pay a dividend "in the foreseeable future"
3. Expects to spend up to $120.5 billion on SpaceXAI and Nvidia compute
4. Expects to spend up to $114.5 billion with Google through 2033
5. Revenue growth rate "may not be sustainable" and "may decrease"
6. May be required to seek additional financing "sooner than expected"
7. 5% of Anthropic's shares will go to the "Anthropic Public Benefit Fund"
8. S-1 includes warnings of AI's "catastrophic existential risks to humanity"
Markets currently expect Anthropic to raise as much as $100 billion at a valuation of ~$2 trillion.
The company is reportedly targeting an IPO in the week of November 16th.
Steven Feldman retweeted
BC has been waiting long enough. Tomorrow, vote for change. Vote Conservative.
Steven Feldman retweeted
His killer was wearing a Palestinian keffiyeh
Twelve years ago today, Corporal Nathan Cirillo was killed while standing sentry at the Tomb of the Unknown Soldier. Several others were injured.
Two days earlier, in Saint-Jean-sur-Richelieu, Québec, Warrant Officer Patrice Vincent was killed in a separate attack.
The attacks of October 2014 left a lasting mark on our country, but they did not change who we are.
pm.gc.ca/en/news/statements/…
🤔
Canada and the U.S. are close to a trade deal, according to U.S. President Donald Trump.
🔗ctvnews.ca/world/trumps-tari…
Steven Feldman retweeted
Diesel price surge putting mining profits to test mining.com/diesel-price-surg…
Government bureaucrats now in the venture fund investment business. What could go wrong?
Ottawa's new venture capital strategy promises $1.75 billion to keep startups at home
financialpost.com/technology…
“Many builders are selling their homes below cost. We’re in our 47th year, and it’s never been like this before. It’s kind of shocking,” he added. “But that said, I think the values in today’s market are becoming very, very good."
Vancouver developers are stepping up their game to sell units to an increasingly choosy buyer, and the promotions are getting more creative.
theglobeandmail.com/real-est…
Vancouver developers are stepping up their game to sell units to an increasingly choosy buyer, and the promotions are getting more creative.
theglobeandmail.com/real-est…
Gold Is Sliding Back Toward $4,000 as the Haven Trade Breaks $GLD 247wallst.com/investing/2026…
Singapore firm set to buy shut Yukon mine for $140M, promises $1.4B in investment
A Singapore-based mining company has entered an agreement to acquire the beleaguered Eagle Gold mine in the Yukon for $140M, more than two years after it was shut down
bnnbloomberg.ca/business/com…
Cantor Fitzgerald reiterates Trulieve $TRLV Cannabis stock Overweight rating and $15.00 price target $MSOS
ca.investing.com/news/stock-…
TD Cowen analyst Sam Damiani: “Higher bond yields have reset REIT valuations while fundamentals remain constructive across most sectors - we believe the pullback has created an opportunity for investors to add exposure" $XRE.TO
Steven Feldman retweeted
ROGERS COMMUNICATIONS $RCI Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: C$5.44B (Est. C$5.38B) 🟢; +2% YoY
🔹 Adj. EPS: C$1.29 (Est. C$1.22) 🟢; -6% YoY
🔹 Adj. EBITDA: C$2.54B (Est. C$2.53B) 🟢; +1% YoY
🔹 Free Cash Flow: C$1.37B; +65% YoY
🔹 CapEx: C$524M; -46% YoY
Affirms FY26 Guide:
🔹 Service Revenue Growth: 2026 outlook
🔹 Adj. EBITDA Growth: 2026 outlook
🔹 CapEx: 2026 outlook
🔹 FCF: 2026 outlook
Segment Revenue:
🔹 Wireless: C$2.69B; +1% YoY
🔹 Cable: C$1.99B; flat YoY
🔹 Media: C$821M; +9% YoY
Segment Adj. EBITDA:
🔹 Wireless: C$1.38B; +1% YoY
🔹 Cable: C$1.16B; +1% YoY
🔹 Media: C$84M; +12% YoY
Announcements:
🔹 MLSE: Minority interest acquisition completed on October 1
🔹 Rogers Sports: Pursuing sale of a minority interest by the first half of 2027
Other Q3 Metrics:
🔹 Service Revenue: C$4.78B; +1% YoY
🔹 Adj. EBITDA Margin: 46.6%
🔹 GAAP EPS: C$0.88
🔹 Capital Intensity: 9.6%
🔹 Postpaid Phone Net Adds: 6
🔹 Postpaid Phone Churn: 1.03%
🔹 Mobile Phone ARPU: C$55.22
🔹 Retail Internet Net Adds: 10
Key Updates:
🔹 Net income attributable to RCI shareholders: C$482M
🔹 Restructuring, acquisition and other: C$104M
🔹 Change in fair value of subsidiary equity derivative instruments: C$38M
🔹 Depreciation and amortization on fair value increment of Shaw Transaction-related assets: C$173M
🔹 Gain on disposition of assets: -C$67M
🔹 Revaluation of subsidiary US dollar-denominated balances: C$19M
🔹 Income tax impact of above items: -C$45M
🔹 Adjusted net income attributable to RCI shareholders: C$704M
🔹 Completed MLSE minority interest acquisition for C$4.35B in cash
🔹 Returned C$270M in dividends; declared a C$0.50/share dividend
Comments:
🔸 “Our third quarter results demonstrate strong financial discipline, with margin expansion in Cable and Wireless, record free cash flow, and further deleveraging despite lower market activity”















