Library
Research notes
The desk's current picks are dated 2 October 2026.
| Company | Call | As of | Price | Base case | Expected | |
|---|---|---|---|---|---|---|
| Ovintiv Inc OVV Ovintiv operates a high-quality, multi-basin upstream portfolio in the Permian and Montney basins, generating substantial and predictable free cash flow driven by disciplined capi… |
LONG | 1 Oct 2026 | $59.98 | $86.57 | +28% | |
| American Express Company AXP American Express is a high-quality, integrated payments network with a premium customer base and strong capital return profile. The base-case DCF values the stock at $427.78 (37.5… |
LONG | 17 Sep 2026 | $311.17 | $427.78 | +16% |
Expected return is the probability-weighted value against the price at the research date, in the direction of the call, before costs. It is the desk's number, not a promise.