North's Watchlist

One of Canada's big banks, with a large footprint across Latin America; listed on the TSX.

Waiting for: Credit losses, dividend growth, and results from its international banking arm.

Canada's largest bank by market value, spanning personal banking, capital markets and wealth management; listed on the TSX.

Waiting for: Loan growth, capital markets revenue, and the quarterly dividend.

One of Canada's big banks, focused on personal and business banking in Canada and the US; listed on the TSX.

Waiting for: Mortgage and loan growth, credit quality, and dividend increases.

One of Canada's big banks, with a large US retail banking business; listed on the TSX.

Waiting for: US banking results, credit losses, and restructuring progress.

One of Canada's big banks, with a growing US business anchored by Bank of the West; listed on the TSX.

Waiting for: US loan growth, credit quality, and dividend growth.

A Canadian life insurer and wealth manager with big operations in Asia, the US and Canada; listed on the TSX.

Waiting for: Asia sales growth, investment results, and capital returns to shareholders.

Runs the Circle K convenience store and fuel network across North America and Europe; listed on the TSX.

Waiting for: Fuel margins, store sales, and new acquisitions.

Canada's largest telecom company: Bell wireless, internet and media; listed on the TSX.

Waiting for: Subscriber growth, broadband buildout costs, and the dividend.

One of the world's largest drug makers: vaccines, cancer and heart medicines.

Waiting for: New drug approvals, patent expiries, and pipeline results.

A large drug maker known for cancer and blood medicines.

Waiting for: Growth from its newer drugs as older patents expire.

Runs Google Search, YouTube and Google Cloud; the ticker is Alphabet's Class C share line.

Waiting for: Advertising revenue, cloud growth, and AI spending.

Runs the Azure cloud and data centres filled with AI accelerators.

Waiting for: Azure growth and AI capacity additions each quarter.

Runs the AWS cloud and the world's largest online store.

Waiting for: AWS growth and the pace of its data centre buildout.

Designs AI accelerators and server CPUs that compete with Nvidia and Intel.

Waiting for: Data centre GPU share, and guidance that keeps rising.

Designs the dominant AI accelerators and the software stack around them.

Waiting for: Quarterly data centre revenue and the next chip cycle.

Builds rockets and runs the Starlink satellite internet network.

Waiting for: Launch cadence, Starlink subscriber growth, and its first chapters as a public company.

A long-running tech company now focused on business software, consulting and hybrid cloud.

Waiting for: Software and consulting growth, and its AI services work.

Designs custom AI chips together with cloud companies, plus networking silicon.

Waiting for: Custom chip orders from cloud buyers, and networking demand.

Makes HBM, the high bandwidth memory stacked beside AI processors.

Waiting for: HBM demand and memory pricing; the US line on the same company as the Seoul listing.

A Canadian holding company that buys small vertical market software firms and keeps them; listed on the TSX.

Waiting for: The pace of acquisitions and free cash flow growth.

A Canadian electronics manufacturer building hardware for data centres and other industries; listed on the TSX.

Waiting for: AI server demand and orders from the big cloud companies.

A small Canadian healthcare tech company using AI to screen retinal images for eye disease; listed on the TSX Venture Exchange.

Waiting for: New clinic contracts, regulatory approvals, and cash on hand.

Canadian quantum computing company building photonic quantum computers.

Waiting for: Quantum hardware milestones and government program funding.

A large US power company running gas, nuclear and other power plants, plus a retail electricity business.

Waiting for: Power prices and electricity demand from data centres.

Runs the ride hailing and delivery apps, plus a growing freight business.

Waiting for: Trip and order growth, and progress on self-driving partnerships.

A Canadian engineering and design firm working on buildings, transport and infrastructure worldwide; listed on the TSX.

Waiting for: Infrastructure spending, backlog growth, and acquisitions.

A Canadian engineering and architecture firm working on water, buildings and community projects; listed on the TSX.

Waiting for: Public infrastructure budgets and its project backlog.

Runs Booking.com and other travel sites for hotels, flights and rentals.

Waiting for: Travel booking volumes, especially outside the US.

A Canadian company making rare earth and specialty materials used in magnets and electronics; listed on the TSX.

Waiting for: Rare earth prices and its new magnet plant in Europe.

The main US memory maker, including HBM for AI chips.

Waiting for: Memory prices, and HBM shipments to AI chip makers.

Builds satellites, space robotics and ground systems; the Canadarm builder, listed on the TSX.

Waiting for: Satellite contract wins and space program funding.

A leveraged fund that targets three times the daily move of a US semiconductor index, resetting every day; it is built for short term trading, not for holding.

Waiting for: Semiconductor swings; with daily resets, its path over weeks is not simply three times the index.

Holds a basket of companies tied to artificial intelligence, including chip makers and AI software names.

Waiting for: AI spending across its holdings, and money flowing into or out of the fund.

Holds a basket of cybersecurity companies, tracking an index of the sector.

Waiting for: Cybersecurity spending and the results of its biggest holdings.