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TD Cowen names West Fraser a 'top pick,' expects it to benefit from surging North American structural panel prices toward end of the quarter; most lumber-weighted equities are undervalued, despite plateauing interest rates and new home construction trends
Published: April 17, 2024 by Canada StockWatch
TD Cowen says most lumber-weighted equities are undervalued, expects sawmill capacity closure initiatives to yield better operating rates once industry works through surplus inventory in coming months
Published: April 17, 2024 by Canada StockWatch
TD Cowen raises Constellation Brands' estimates for next fiscal year, predicts beer sales will drive company's growth despite weaker performance in wine and spirits; competition can come from Molson Coors, which has also grown market share in past year
Published: April 12, 2024 by Food Dive
TD Cowen/AFS Freight Index Q2 2024 predicts truckload and LTL rates to remain steady; in parcel, fuel surcharge increases and other accessorial changes to drive net rate growth in Q1 and Q2, despite limited overall demand
Published: April 09, 2024 by PR Newswire
TD Cowen sees Lamb Weston's outlook as 'not good' after company cut forecasts due to changes in enterprise resource planning system, soft restaurant/retail trends; management believes impact is behind them, but new sales guide implies another volume drop
Published: April 05, 2024 by MarketLine

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