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Jamieson Wellness: A Resilient Consumer Health Champion with Global Upside
https://windsorstar.com/business/jamieson-laboratories-sold Intro Jamieson Wellness stands as one of Canada’s most recognized health and wellness companies, offering vitamins, minerals, and supplements trusted by millions. Founded in 1922, the company has evolved into a global player, combining strong domestic leadership with rapid international expansion, particularly across China and the United States. Investment thesis We believe that Jamieson is pivoting towards high
Nov 136 min read


Toromont Industries: A Defensive Compounder Positioned for Structural Growth
https://www.toromontcat.com/fr/details-de-succursale/?loc=03 Editor’s Note This publication marks the second edition of our 2025 research series at Marchés Globaux. This year, our focus remains on uncovering compelling opportunities within the Canadian equity landscape, particularly companies that may not always be in the spotlight but demonstrate strong strategic positioning and fundamentals. Introduction In this report, we turn our attention to Toromont Industries Ltd. (TSX
Nov 85 min read


From Processor to Brand Leader: Maple Leaf Foods' Next Chapter
Editor’s Note This year, the Equity Research team at Marchés Globaux is initiating coverage, with a particular focus on Canadian...
Sep 299 min read


Tesla’s Tumultuous Ride: From EV Leader to Political Controversy
Tesla has been a key leader in the electric vehicle revolution, setting benchmarks in innovation and becoming the reference for EVs in...
Mar 174 min read


AI Investments and Market Volatility: The DeepSeek Effect
Equity Research Team, Louis-Philippe Gagnon, Gabriel Houde, Zineb Bourchich, Driven by the rise of artificial intelligence, the stock...
Mar 34 min read


Boom or Bubble? Stock Market Soars Amid Buffett’s Caution
Equity Research Team The U.S. stock market reached historic levels last Friday, with the S&P 500 index hitting an intraday high of...
Nov 17, 20243 min read


Tech Titans Face the Test: Earnings Season to Shape Market's Path in 2024
The tech sector continues to lead public markets, with major players like Nvidia, Meta, and the remainder of the Magnificent Seven...
Oct 18, 20243 min read


Nvidia : Navigating the Peaks and Troughs of Tech's Valuation Frontier
Vaibhav Munjal, Gabriel Veilleux, Louis-Philippe Gagnon, Nvidia is one of the top names in the tech sector, known for producing graphics...
Mar 25, 20243 min read


Navigating the High Seas of Cryptocurrency Volatility
Faiz Ansari, Thomas Nycz, Julien Des Rosiers-Bélair, Bitcoin, cryptocurrency’s leading asset, with a market cap of $1.3T, has recently...
Mar 25, 20244 min read


The ECB's Strategic Dilemma: Balancing Inflation and Growth
Faiz Ansari, Thomas Nycz, Julien Des Rosiers-Bélair On January 25th, the European Central Bank (ECB) opted to maintain interest rates at...
Mar 6, 20244 min read


Brookfield's Bet on Resilience: Steel, Glass, and the Future of Commercial Real Estate
Vaibhav Munjal, Gabriel Veilleux, Louis-Philippe Gagnon In the past 2 years, hybrid work has been more popular due to the lockdown during...
Feb 18, 20244 min read


From Boom to Bankruptcy: The WeWork Saga in a Pandemic Era
In the dynamic landscape of the last few years in the business world, companies often faced challenges that could test the resilience of even the most robust entities. If you ever talked or searched anything about coworking, you definitely heard about WeWork. The company was a prominent player so strong in the industry that its name was often used as a synonym of coworking. It “was”, because it has recently found itself navigating treacherous financial waters, culminating in
Dec 2, 20235 min read


OpenAi explores the IPO Market
Since the release of ChatGPT in November 2022, the value of its parent company, OpenAI, has seen remarkable growth. In January 2023,...
Nov 15, 20234 min read


Luck, Genius, or Insider Trading? Cisco's Splunk Deal Sparks 45,000% Overnight Gains
On Thursday, September 21, US technology giant Cisco made waves by announcing its ambitious plan to acquire the cybersecurity software...
Oct 14, 20234 min read
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