Brockhouse Cooper

Archives: 2011 — May–Jun

Tale of Two Visions for Euro Boils Beneath Fight to Fix Greek Debt Crisis
-Bloomberg, June 29, 2011

"Strategists at Brockhouse & Cooper Inc., a Montreal-based brokerage, say funding Greece, Ireland and Portugal will amount to about 2 percent of the gross domestic product in France and Germany in 2011, roughly the same as their growth rates."

The naked truth about the market outlook
-Globe and Mail, June 24, 2011

"As the folks at Brockhouse Cooper explain, stock market returns depend on four factors. The first is the pace at which corporate sales expand. The second is the slice of those sales that wind up as profit. The third is the price that investors are willing to pay for a share of those profits. And the final element is dividends."

The humble Greek (and Argentine) depositor
-ft.com/alphaville, June 17, 2011

Why not to invest in China: Let's count the reasons
-Globe and Mail, June 16, 2011

"To my mind, the only question is when the Chinese economy will start to decisively slow down. Brockhouse Cooper, the Montreal investing firm, noted in a recent report that high electricity demand in China indicates the country’s economy is still red hot."

Markets leap as economic data brighten
-Globe and Mail, June 14, 2011

"The fact that data surprises are worse than last year, while business conditions remain generally similar to last year, suggests that this is a case of expectations getting ahead of themselves more than a complete data meltdown,” wrote Pierre Lapointe and Alex Bellefleur of Brockhouse Cooper in Montreal in a report this week."

QE3? Don't bet on it just yet
-CNNMoney, June 13, 2011

"One month does not make a trend and more instances of sub-100,000 job creation would be needed to conclude that QE3 would be warranted," wrote Pierre Lapointe, global macro strategist with Brockhouse Cooper, a brokerage in Montreal, in a report Monday."

Emerging markets offer best shot at decent stock values
-Globe and Mail, June 13, 2011

"A recent assessment of stocks offering good value – based on a set of stringent criteria – by analysts Pierre Lapointe and Alex Bellefleur Brockhouse Cooper’s came up with 34 companies, most of which are based in emerging countries."

Three charts to start your week
-Globe and Mail, June 2, 2011

"Pierre Laporte and Alex Bellefleur of Brockhouse Cooper aren’t convinced that China is slowing. They contend that a current electricity shortage in the Middle Kingdom is a strong indicator that its economy is still firing on all cylinders."

Markets slide on fears of growing economic weakness
-Globe and Mail, June 2, 2011

"Pierre Lapointe, global macro strategist at Brockhouse Cooper, a Montreal-based boutique investment firm, says that based on the recent statistics "a lot of investors are worried that we’ll have very lacklustre economic growth” for the rest of the year."

Modest growth seen beyond solid quarter
-Financial Post, May 30, 2011

"In order to control prices and avoid wild swings in the economy, we are of the opinion that the Bank of Canada should be more aggressive in the normalization of its monetary policy than what the market expects," Pierre Lapointe, a global macro strategist at Brockhouse Cooper, said in a note to clients."

Why stock recommendations are like a two-star movie
-Globe and Mail, May 20, 2011

"Research from Brockhouse Cooper global macro strategist Pierre Lapointe and financial economist Alex Bellefleur found that Canada’s analysts are among the most bullish in the world with their stock recommendations."

End of QE2 roundup: What Wall Street Thinks Will and Will Not Move
-The Wall Street Journal, May 19, 2011

Is lower oil good for energy stocks? (watch the video)
-Globe and Mail, May 13, 2011

The case for plowing funds into agribusinesses
-Globe and Mail, May 13, 2011

"Agriculture also has believers at Brockhouse Cooper, the Montreal-based boutique institutional brokerage firm. It issued a call on Tuesday to buy fertilizer stocks, arguing that prices have come down to a favourable point because of the correction in commodity markets."

And the money kept rolling in...
-Financial Times, May 12, 2011

The market worm is turning today. Here's why
- Financial Post, May 6, 2011