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Analyst Roundup: AGF Management Downgraded, Bombardier Trade Risks and Dollarama Outlook
Finance · Investment Managers · globe_inside_market · 2026-09-08
AGF, BBD, CEI, DOL, TXCX, GRGD
Financial analysts weigh in on AGF Management's growth, Bombardier's exposure to U.S. trade tensions, Coelacanth Energy's valuation, and Dollarama's resilience.
What Happened
AGF Management Downgrade: RBC Dominion Securities analyst Bart Dziarski downgraded AGF Management to "sector perform" from "outperform" following a 35-percent year-to-date share price surge. The revision reflects concerns over lower-than-expected assets under management and benign net flows, leading the analyst to maintain a $23 price target while noting limited further upside.
Bombardier Trade Uncertainty: National Bank Financial analyst Cameron Doerksen expressed caution regarding potential U.S. trade restrictions on Bombardier jets, citing heightened volatility risks. Despite the threat of import bans, the analyst maintained a "sector perform" rating, noting that the company's deep integration into the U.S. supply chain provides significant leverage against aggressive trade actions.
Coelacanth Energy Initiation: TD Cowen analyst Aaron Bilkoski initiated coverage on Coelacanth Energy with a "hold" rating, citing a balanced risk-reward profile. While acknowledging the company's high-quality Montney assets and production growth potential, the analyst argued that the current share price already reflects most of the expected long-term success.
Dollarama Market Resilience: Ventum Financial analyst George Doumet reaffirmed a "buy" rating for Dollarama, highlighting the retailer's ability to maintain margins despite a challenging consumer environment. The analyst expects the company to outperform consensus earnings estimates for the second quarter, bolstered by strong same-store sales growth and effective management of new Canadian counter-tariffs.