Picks
Top research picks
Dated 2 October 2026, published 2 October 2026.
The highest-ranked long and short candidates among the desk's published notes priced in the last 7 days, by research score. These are research candidates, not positions; the CIO's book replaces this list once it holds names.
| Side | Company | Why | |
|---|---|---|---|
| LONG | 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 capital allocation and a commitment to return 50-100% of excess cash to shareholders. | Note |
The picks are the desk's current view, not advice to anyone in particular and not sized for anyone's book. The desk runs a paper position in its own ideas.