Our research analysts are top-ranked professionals in their respective sectors. As such, we rely on them as the fundamental drivers of sales and trading and investment banking efforts
We have chosen to focus our resources on a segment of the market we broadly categorize as Canadian-listed mid-cap and emerging growth companies. What does this mean? Approximately 68% of 240+ company coverage list is made up of companies under $1.0 billion in market capitalization. The remaining 32% are in the $1.0 billion plus category.
Put simply, our goal is to be a leader in generating new investment ideas for institutional clients and as a result, adding substantial value to corporate clients. We seek out companies with attractive growth strategies, whereby they have potential to become $1+ billion companies and generate substantial shareholder value along the way.
– Scott Lamacraft, CFA | Chief Executive Officer
Our research provides comprehensive coverage of approximately 240+ mid-cap and emerging growth companies focusing on the following industry groups:
Our recommendation terminology provides clear and understandable direction to our clients.
Our best investment ideas, the greatest potential value appreciation
Expected to outperform its peer group
Expected to perform with its peer group
expected to underperform its peer group
Clients are advised to tender their shares to a takeover bid
Stocks we are restricted from publishing, or our recommendation is under review
Additionally, our ratings may be followed by "(S)" which denotes that the investment is speculative and has a higher degree of risk associated with it.
Our target prices are based on a 12-month investment horizon.
Our research reports adhere and comply to the Investment Industry Regulatory Organization of Canada.
Company Look-up Fundamental Analysis
Company Look-up Quantitative / Technical Analysis
Morning Notes are a more thorough analysis of company-specific or macro events and are sent via e-mail on a daily basis.
Special Alerts are generally short, time-sensitive comments pertaining to recent company or macro developments and are sent via e-mail throughout the day, as they are prepared.
Research Comments and Industry Comments are complete multi page reports containing detailed company-specific (or macro-economic) analyses. They are sent via e-mail to our clients.
Cormark provides our institutional clients access to our research online. This wealth of information is available in the password-protected section of our website.
Institutional clients of Cormark may have access to our research online. If you are an institutional client of Cormark and do not have a password and access instructions, please contact us so we can provide you with easy access to this wealth of information. If you prefer, you can make your request by e-mail, and we will contact you with your account information.
Co-Head of Institutional Equity Research