Garey Aitken Predictions

Head of Canadian Equities, Franklin Templeton ClearBridge Investments

Track Garey Aitken's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

9 forecasts 9 pending
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9 forecasts
Person Subject Forecast* Source Date Deadline** Outcome
Garey Aitken Canadian National Railway Canadian National Railway (CNR) will reach all-time highs with further multiple expansion in the near term.
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[3:13] I would expect that, you know, we'll we'll go through all-time highs here and you know, I think that, you know, there's still some multiple expansion, but you know, we're we're kind of getting into the the later innings of that that relative trade.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-07-28 2027-07-28 pending
Garey Aitken Boyd Group Services Boyd Group Services (BYD) will deliver strong returns over the coming years as same-store sales growth recovers and investor confidence is rebuilt.
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[8:50] we're going to stick with it. And you know, we've really bought uh quite a bit of stock in in recent quarters. And... we still think that there's lots of you know, great years ahead of this business.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-07-28 2028-07-28 pending
Garey Aitken Stantec Stantec (STN) will generate significant returns from its current beaten-down price level.
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[12:35] I think that it's another story where, you know, we will make a lot of money from here.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-07-28 2028-07-28 pending
Garey Aitken Thomson Reuters Thomson Reuters (TRI) will deliver outsized returns over the next decade, trading at approximately 50 cents on the dollar relative to intrinsic value.
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[17:02] When we do our work, we think that we're buying Thompson at close to 50 cents on the dollar. So, if we're right, you know, we're going to make outsize returns probably for the next decade here.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-07-28 2036-07-28 pending
Garey Aitken Canadian Equities Canadian equities will deliver below-trend returns going forward due to elevated valuations
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[5:43] as good as this has been um ultimately it sets up for probably you know a little bit less rosy scenario going forward just because of where valuations have gone. So, you know, there's no question that we're, you know, borrowing from the future a little bit, if you will. To the extent we've seen returns 15 20% for quite lengthy periods of time, think of that as being above trend.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-07-28 2027-07-28 pending
Garey Aitken Canadian Banks Canadian bank stocks face more difficult returns ahead due to near all-time high valuation multiples
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[9:21] I guess a little bit we are Amber and you know I I did see David Rosenberg's piece and I think there was a lot of validity to his thesis there. At the same time, you know, we're we're we're long um for for banks in particular. I would say that we're underweight banks and we've been using it at the margin as a source of cash. So our activity in banks in recent quarters has been to uh trim albeit modestly trim the banks

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-07-28 2027-07-28 pending
Garey Aitken Energy Sector Canadian energy stocks will move meaningfully higher from current levels
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[14:00] I'm probably a little bit more excited about energy still from here than banks. Um, it's an uncertain path to be sure, but I think that the riskreward is still, you know, for a pretty good setup and I can certainly see scenarios where oil is high for longer, not necessarily higher for longer. And in in you know that kind of world, I think that these oil stocks have room to go a fair bit higher even from where we are.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-07-28 2027-07-28 pending
Garey Aitken Canadian National Railway Canadian National Railway (CNR) will reach all-time highs
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[38:05] I think that there's more, you know, there there's more here on CN Rail. I would expect that, you know, we'll we'll go through all-time highs here. And you know, I think that you know, there's still some multiple expansion, but you know, we're we're kind of getting into the the later innings of that that relative trade.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-07-28 2027-07-28 pending
Garey Aitken Boyd Group Services Boyd Group Services (BYD) will recover and deliver strong returns driven by a return to consistent organic growth and acquisitions
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[42:51] This stock has seen a massive correction in terms of its multiple. We still think that there's lots of, you know, great years ahead of this business. I think that there's still acquisition opportunities... I think that we're going to see, you know, that a more consistent profile of organic growth or same store sales growth.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-07-28 2028-07-28 pending