BMO Equity Research IN Tune

Four host analysts from BMO’s 15th Annual Farm to Market Conference explore their takeaways related to the food and agriculture value chain, which they gleaned from presentations, moderated panels, and meetings during the event. This year, the conference was held in a virtual setting, and similar to prior years, it was highlighted by discussions with and presentations by senior executives from more than 100 leading companies across the fertilizer, seed/chemical, agribusiness, protein, packaged food, food retail/distribution, and restaurant sectors. The companies spanned the globe and market capitalization spectrum and included private companies.In addition to discussing industry- and company-specific themes and broader sector insights, Joel Jackson (Fertilizers/Chemicals Analyst), Ken Zaslow (Ag/Protein & Packaged Food Analyst), Kelly Bania (Food Retail & Distribution Analyst), and Andrew Strelzik (Restaurants Analyst) also discuss companies within their respective coverage universes that may be best positioned to outperform over the longer term based on these insights.To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

Software analyst Keith Bachman and Semiconductors analyst Ambrish Srivastava discuss what drives longer-term valuations under their respective coverage. While there are common themes such as free cash flow growth in both sectors, there are certain specific factors as well. Overall, both analysts show how their respective frameworks help shape their longer-term thinking, as well as react tactically when they see a meaningful dislocation occur, as it did earlier in the year.To access our full disclosures, please visit:https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

This week's special podcast is the tenth in a series highlighting insights on coronavirus (COVID-19 virus) with Dr. John Whyte, MD and Chief Medical Officer of WebMD. This is an excerpt from an institutional conference call originally hosted on May 26, 2020, at 11:00 a.m. ET, moderated by BMO Capital Markets Chief Investment Strategist Brian Belski, along with BMO experts Michael Gregory, CFA, Deputy Chief Economist, and George Farmer, Ph.D., Biotechnology Analyst; as well as Dr. John Whyte, MD and Chief Medical Officer of WebMD.To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

In this episode, Canadian Real Estate analyst Troy MacLean focuses on the long-term implications of the COVID-19 pandemic for the Canadian seniors housing sector. He discusses how the pandemic affects the LTC and retirement home markets differently. He also discusses how demand for seniors housing is impacted by the housing market, and what regulatory changes are likely in response to the pandemic.To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

This week's special podcast is the ninth in a series highlighting insights on coronavirus (COVID-19 virus) with Dr. John Whyte, MD and Chief Medical Officer of WebMD. This is an excerpt from an institutional conference call originally hosted on May 19, 2020, at 11:00 a.m. ET, moderated by BMO Capital Markets Chief Investment Strategist Brian Belski, along with BMO experts Michael Gregory, CFA, Deputy Chief Economist, and Ben Jeffrey, US Rates Strategist; as well as Dr. John Whyte, MD and Chief Medical Officer of WebMD.To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

This week's special podcast is the eighth in a series highlighting insights on coronavirus (COVID-19 virus) with Dr. John Whyte, MD and Chief Medical Officer of WebMD. This is an excerpt from an institutional conference call originally hosted on May 11, 2020, at 11:00 a.m. ET, moderated by BMO Capital Markets Chief Investment Strategist Brian Belski, along with BMO experts Michael Gregory, CFA, Deputy Chief Economist, and Janelle E. Woodward, CFA, Head of Fixed Income, BMO Global Asset Management; as well as Dr. John Whyte, MD and Chief Medical Officer of WebMD.To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

Equity research analysts Sohrab Movahedi, Devin Dodge, and Ben Pham discuss Brookfield Asset Management and its related entities - Brookfield Infrastructure Partners, Brookfield Renewable Partners (Restricted), and Brookfield Business Partners - in a COVID-19 world. Their conclusion is that the Brookfield complex looks to be well positioned to take advantage of investment opportunities arising from the dislocations brought about by the coronavirus pandemic thanks in large part to strong liquidity, global scale, operational know-how, and product offerings. Bottom line: The analysts believe Brookfield's eco-system remains in an advantageous position to be a long-term winner especially in a prolonged low-rate environment.

This week's special podcast is the seventh in a series highlighting insights on coronavirus (COVID-19 virus) with Dr. John Whyte, MD and Chief Medical Officer of WebMD. This is an excerpt from an institutional conference call originally hosted on April 27, 2020, at 12:00 p.m. ET, moderated by BMO Capital Markets Chief Investment Strategist Brian Belski, along with BMO experts Michael Gregory, CFA, Deputy Chief Economist; George Farmer, Ph.D., Biotechnology Analyst; and Margaret Kerins, CFA, Head of FICC Macro Strategy; as well as Dr. John Whyte, MD and Chief Medical Officer of WebMD.To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

Business & Industrial Services analyst Jeff Silber and Industrial Products analyst Devin Dodge discuss the impact from COVID-19 on the waste services sector. Though not immune to the current market challenges, solid waste businesses are well positioned to navigate the slowdown and have better visibility into near-term earnings and cash flow than nearly all other industrial companies. Specialized waste companies should also fare reasonably well, but are less insulated to evolving economic conditions than their peers in solid waste.To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

This week's special podcast is the sixth in a series highlighting insights on coronavirus (COVID-19 virus) with Dr. John Whyte, MD and Chief Medical Officer of WebMD. This is an excerpt from an institutional conference call originally hosted on April 20, 2020, at 12:00 p.m. ET, moderated by BMO Capital Markets Chief Investment Strategist Brian Belski, along with BMO experts Michael Gregory, CFA, Deputy Chief Economist, and Steven Bell, Portfolio Manager & Chief Economist, Multi Asset Solutions; as well as Dr. John Whyte, MD and Chief Medical Officer of WebMD.To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/