We provide top-down and industry research for a number of industries, including homebuilding, real estate / REITs, airlines, restaurants, retail, financial institutions (banking), and commodity producers (metals).
Industry / Top-Down Research Samples
Housing Will Rebound Stronger than Expected, August 2011
Canadian Banks Vulnerable to a Housing Downturn, June 2012
Residential Mortgage Exposure for Canadian Banks, June 2012
Copper Producers Could Still Have Long Way to Fall, December 2011