The research team at Beacon is dedicated to discovering, researching and following best-in-class investment ideas. Our focus is on Canadian listed names with global opportunities. With deep special situations coverage, backed by sector specific knowledge in the resources space, our team is made up of professionals with many years of research experience. Our ultimate goal is to highlight actionable investment ideas that will generate positive investment returns for our clients.
Our approach is based upon ongoing and vigilant monitoring of macro trends and evolving themes in the global environment. Proceeding with this top-down analysis, we shift our focus to identifying companies that will benefit from those themes; this is followed by thorough research of select ideas that yield the greatest potential to add value to our clients. Beacon’s detailed analysis, including site visits and comparable analysis, validates and stress tests the investment thesis of these ideas; many of the companies identified through this process are under-covered and under-valued.
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|Release Date||Research Document|
|May 29th, 2017||Marijuana Industry Update - Health Canada Streamlining Certain Processes; Conservatives Elect Scheer; Aurora Acquires Pedanios|
|May 26th, 2017||Trilogy Energy Corp. (TET-T) Balance Sheet Continues to Improve With Another Asset Sale|
|May 26th, 2017||Ikkuma Resources Corp. (IKM-V) Financial Position Strengthens With Term Loan and Revised Bank Facility|
|May 25th, 2017||Delphi Energy Corp. (DEE-T) Balance Sheet Stress Eased; Dilution Leads To Lower Target Price|
|May 25th, 2017||Cargojet Inc. (CJT-T) Only In Canada: A Monopoly That Is Keeping Everyone Happy|
|May 25th, 2017||Patient Home Monitoring (PHM-V) Two Quarters Now a Trend|
|May 24th, 2017||Cronos Group Inc. (MJN-V) Announces A Larger Than Expected Expansion At Peace|
|May 23rd, 2017||Petrowest Corporation (PRW-T) A Few More Steps Towards a New Petrowest|
|May 23rd, 2017||CRH Medical Corporation (CRH-T) Compelling Valuation with Huge Growth Opportunity|
|May 19th, 2017||The Westaim Corporation (WED-V) AGM Highlights; Huge Runway In Front Of Arena|