MEETING DATES DATA SUPPLIED BY ISSUING COMPANIES THROUGH THE SERVICE OF CDS CLEARING AND DEPOSITORY SERVICES INC.
- = CHANGE IN PREVIOUSLY REPORTED INFORMATION % = CANCELLED MEETING; @ = ADJOURNED MEETING; A = ANNUAL; S = SPECIAL; G = GENERAL; X = EXTRA; E = EXTRAORDINARY ABITIBI METALS CORP. Feb 13 Mar 31 A AMV II Capital Corporation Feb 17 Mar 24 AS Aegis Critical Energy Defence Feb 17 Apr 07 AS Akseera Biosciences Incorporat Mar 10 Apr 14 A American Pacific Mining Corp. *Jan 02 Feb 25 AGS BUFFALO POTASH CORPORATION Feb 18Mar 26 AS Laurentian Bank of Canada Feb 17 Apr 07 AG Bitterroot Resources Ltd. Feb 20 Apr 09 AG Bright Minds Biosciences Inc. Feb 10 Mar 31 AG Brooksbab Enterprises Inc. Mar 10 Apr 14 A CIBC Feb 17 Apr 16 AS Caprock Mining Corp Feb 19 Mar 26 A Cassiar Gold Corp. Feb 09 Mar 26 A Ivz Euro Equity Class Feb 12 Apr 13 S Ivz EQV Int Eq Class Feb 12 Apr 13 S Ivz RAFI Cad Idx ETF Class Feb 12 Apr 13 S Ivz Cad Div Idx ETF Class Feb 12 Apr 13 S Ivz Int Growth Class Feb 12 Apr 13 S Ivz Glob Sel Eq Clas Feb 12 Apr 13 S Ivz Glob Div Clas Feb 12 Apr 13 S Ivz Glob Bal Class Feb 12 Apr 13 S Ivz Global Opp Class Feb 12 Apr 13 S Ivz Mn St US Sm Cap Class Feb 12 Apr 13 S Ivz Cad Plus Div Class Feb 12 Apr 13 S Ivz Canadian Class Feb 12 Apr 13 S Ivz EQV Cad Prem Eq Class Feb 12 Apr 13 S Ivz Cad Prem Eq Class Feb 12 Apr 13 S Ivz Cad Prem Bal Class Feb 12 Apr 13 S Ivz Amer Franchise Class Feb 12 Apr 13 S Ivz Dev Markets Class Feb 12 Apr 13 S Ivz Growth Port Class Feb 12 Apr 13 S Ivz Bal Growth Port Class Feb 12 Apr 13 S Ivz Max Growth Port Class Feb 12 Apr 13 S Ivz Diversifd Inc Port Class Feb 12 Apr 13 S Ivz Bal Inc Port Class Feb 12 Apr 13 S Ivz Diversified Yld Class Feb 12 Apr 13 S Corcel Exploration Inc. Feb 17 Mar 26 AS Credissential Inc. Jan 30 Mar 09 AS Cross River Ventures Corp Feb 17 Mar 24 A Discovery Harbour Resources Co Feb 20 Apr 01 AG Enerev5 Metals Inc. Feb 09 Mar 23 AGS Ivz RAFI US ETF Fund Feb 12 Apr 13 S Ivz Glob Div ESG ETF Fund Feb 12 Apr 13 S Ivz NASDAQ 100 Idx ETF Fund Feb 12 Apr 13 S Ivz S&P500 ESG Idx ETF Fund Feb 12 Apr 13 S Ivz 1-5 Lad Cor Bnd Idx ETF Fd Feb 12 Apr 13 S Ivz RAFI Glob+ ETF Fund Feb 12 Apr 13 S Ivz Gl Bal ESG ETF Fund Feb 12 Apr 13 S Ivz ESG Cad Cre Pl Bd ETF Fund Feb 12 Apr 13 S Ivz Global Select Eq Fund Feb 12 Apr 13 S Ivz EQV Cad Prem Eq Fund Feb 12 Apr 13 S Ivz Canadian Fund Feb 12 Apr 13 S Ivz Managed Futures Fund Feb 12 Apr 13 S Ivz Select CAD Eq Fund Feb 12 Apr 13 S Ivz Euro Equity Fund Feb 12 Apr 13 S Ivz EQV Int Eq Fund Feb 12 Apr 13 S Ivz Pure CAD Equity Fund Feb 12 Apr 13 S Ivz Cad Core Plus Bond Fund Feb 12 Apr 13 S Ivz Unconstrained Bd Fund Feb 12 Apr 13 S Ivz Income Growth Fund Feb 12 Apr 13 S Ivz Floating Rt Income Fund Feb 12 Apr 13 S Ivz Select Balanced Fund Feb 12 Apr 13 S Ivz Cad Prem Bal Fund Feb 12 Apr 13 S Ivz Amer Franchise Fund Feb 12 Apr 13 S CAD Dollar Cash Mgt Fund Feb 12 Apr 13 S Ivz Global Real Est Fund Feb 12 Apr 13 S Ivz Internl Growth Fund Feb 12 Apr 13 S Ivz Canada Money Market Fund Feb 12 Apr 13 S Ivz Dev Markets Fund Feb 12 Apr 13 S Ivz Global Bal Fund Feb 12 Apr 13 S Ivz Global Bond Fund Feb 12 Apr 13 S Ivz Strat Yield Fund Feb 12 Apr 13 S Ivz Gl Eq Inc Advantage Fund Feb 12 Apr 13 S Ivz Glob Div Income Fund Feb 12 Apr 13 S Ivz Global Co Fund Feb 12 Apr 13 S GoGold Resources Inc. Feb 19 Mar 26 AG Gold Port Corporation Feb 17 Mar 25 A Kermode Resources Ltd. Feb 18 Mar 25 S Mary Agrotechnologies Inc. Feb 20 Mar 27 A Metals Creek Resources Corp. Feb 18 Mar 25 AGS Mobio Technologies Inc. Feb 18 Mar 20 AS Nuclear Vision Ltd Feb 17 Mar 24 AG OA CAPITAL CORP Feb 20 Mar 27 A Organigram Global Inc. Feb 23 Mar 30 AS Ivz Growth ETF Portfolio Feb 12 Apr 13 S Ivz Balanced ETF Portfolio Feb 12 Apr 13 S Ivz Cons ETF Portfolio Feb 12 Apr 13 S Ivz Monthly Inc ETF Port Feb 12 Apr 13 S Ivz Bal Growth Portfolio Feb 12 Apr 13 S Ivz Max Growth Portfolio Feb 12 Apr 13 S Ivz Growth Portfolio Feb 12 Apr 13 S Ivz Bal Income Portfolio Feb 12 Apr 13 S Ivz Div Income Portfolio Feb 12 Apr 13 S Premier Health Of America Inc. Feb 18 Mar 26 A Psyence Group Inc. %Dec 23 Feb 20 AS Rektron Group Inc. %Dec 23 Feb 02 AS Resouro Strategic Metals Inc. Feb 17 Mar 26 AGS Rockland Resources Ltd. Feb 19 Mar 26 A Rottenstone Gold Inc. Jan 28 Mar 16 S SILVER BULL RESOURCES INC Feb 19 Apr 16 A Scottie Resource Corp. Feb 18 Mar 25 AG Sernova Biotherapeutics Inc. Feb 17 Apr 08 AG Silver North Resources Ltd. Feb 19 Mar 26 A Solution Financial Inc. Mar 04 Apr 10 AG Syntheia Corp. Feb 09 Mar 11 AS Tartisan Nickel Corp. Feb 20 Apr 07 AS URZ3 Energy Corp. Feb 20 Apr 09 AGS Zenith Capital Corp. Feb 23 Apr 09 AGS Zonetail Inc. Feb 09 Mar 18 AS RECORD MEETING TYPE DATE DATE RECORD MEETING TYPE DATE DATE RECORD MEETING TYPE DATE DATE RECORD MEETING TYPE DATE DATE RECORD MEETING TYPE DATE DATE B8 G THE GLOBE AND MAIL | MONDAY, FEBRUARY 2, 2026 GLOBE INVESTOR | REPORT ON BUSINESS W inter arrived in style this year, but the stock mar- kets are on fire, which makes it a fine time to think about momentum. The Screaming Value portfolio offers a case in point. It sports a strong track record on its own, but its bargain-hunting ways worked even better with a touch of momentum. The original Screaming Value portfolio generated average an- nual returns of 17 per cent from the end of 1999 through to the end of 2025. It handily beat the Canadian stock market, as repre- sented by the S&P/TSX Compos- ite Index, which climbed at an av- erage annual rate of 8.1 per cent over the same period. (The re- turns herein are based on back- tests using monthly data from Bloomberg. They include divi- dend reinvestment but not fund fees, taxes, commissions or other trading costs. The portfolios are equally weighted and rebalanced monthly.) The portfolio picks stocks by starting with the largest 300 on the Toronto Stock Exchange by market capitalization, and then it narrows in on the 10 with the lowest EV/EBIT ratios. (Enter- prise value, or EV, is equal to a company’s market capitalization plus its net debt. EBIT is an abbreviation for a company’s earnings before interest and tax- es.) However, there’s not much room to add momentum to a 10- stock portfolio. It’s better to start with the larger portfolio that buys the 20 (instead of the 10) stocks with the lowest EV/EBITs from the biggest 300 on the TSX. Coincidentally, the larger port- folio also gained an average of 17 per cent annually over the 26 years to the end of 2025 and it was a little less volatile than the origi- nal portfolio. Momentum is applied in two different ways to the 20 stocks in the larger portfolio to form two 10-stock portfolios. The six- month portfolio picks the 10 stocks with the highest returns over the prior six months from the larger portfolio, while the 12- month portfolio selects the 10 stocks with the best returns over the prior 12 months. The 12-month portfolio out- performed the larger portfolio with average annual returns of 17.4 per cent over the 26 years to the end of 2025. But the six- month portfolio was the winner by far with average annual returns of 20.1 per cent over the same period. You can see the returns of the larger portfolio, the six-month portfolio, and the market index in the accompanying graph. The graph can be – somewhat arbitrarily – split into three eras based on the returns of the larger portfolio, which enjoyed strong gains in the first and third eras but suffered in the middle one. In the first era, the Canadian market index floundered after the internet bubble burst in the summer of 2000. But the larger portfolio had a good time with gains of 814 per cent from the end of 1999 to the end of July, 2007, when it reach a new high. The six- and 12-month portfolios climbed 1,026 per cent and 988 per cent respectively over the same period while the market eventually recovered to gain 89 per cent. The second era begins with the larger portfolio sliding into the financial crisis of 2008-09 and ends at the pandemic-prompted bottom in early 2020. In the financial crisis, the mar- ket index tumbled 43 per cent from its prior high, but the port- folios fared worse. The larger portfolio fell a staggering 68 per cent from its prior high while the six-month portfolio declined 61 per cent and the 12-month port- folio dropped 64 per cent. The plunge put the screaming into the screaming value portfolios. The second era spanned nearly 13 of the 26 years and saw the larger portfolio fall 1 per cent from its high in July, 2007, to its low in March, 2020. The six- month portfolio managed a 23- per-cent gain over the period but the 12-month portfolio dropped 29 per cent. The market index was the winner of the era with an advance of 41 per cent. Spring returned to the market in the third era, which starts at the end of March, 2020, and last- ed (at least) until the end of 2025. The market index enjoyed a rise of 181 per cent over the period while the larger portfolio gained 546 per cent and the six- and 12- month portfolios climbed by 749 per cent and 734 per cent, respec- tively. All of the Screaming Value portfolios enjoyed terrific returns over the full 26-year period and I’ve high hopes they’ll continue to perform well over the long term. But investors should also be prepared for winter to return to the market along with its frightening crashes and frozen periods. Looking for a mix of value and momentum? NORMAN ROTHERY OPINION PhD, CFA and the founder of StingyInvestor.com SCEEAMING VALUE POETFOLIOS EACE HIGHEE Growth per $1 invested 2000 2005 2010 2015 2020 2025 0 20 40 60 80 100 $120 Larger portfolio 6-Mmnth portfolio S&P/TSX Composite Index THE GLOBE AND MAIL, SOURCE: BLOOMBERG Screaming Value portfolio has record of delivering results S afe to say U.S. President Donald Trump’s nomination for Fed chair went over like a lead balloon. Friday’s sell-off on the back of Mr. Trump’s selection of Kevin Warsh sent markets into a tailspin. Gold fell by the most since 1983. Most of the gains for the year on the Toronto Stock Exchange were also wiped out. Social media is joking about whether Polymarket is willing to put odds on when Mr. Trump will replace Mr. Warsh. Is there a pre- diction market for whether there will be a prediction market about something? Aside from policy-induced vol- atility, earnings have remained solid under the hood, and we will get more this week with 129 S&P 500 companies reporting and eight on the TSX. Here’s what you need to know this week: Help (not) wanted: Trading on jobs data seems pretty mun- dane compared with the news flow investors have had to con- tend with in 2026, but let us remember those simpler times. Canada and the United States both release January jobs figures Friday morning. Canada is expected to add 5,000 jobs. The country’s job growth has outcome of Disney’s AI moves. In December, Disney licensed its content to OpenAI’s Sora, becom- ing the first major studio to do so. “The deal is unlikely to have a sig- nificant P&L impact near term,” Bank of America analyst Jessica Ehrlich wrote. “We await to see if this increases engagement with Disney’s iconic IP.” Clean slate: BCE Inc. (BCE-T) will have a chance to prove that 2025 was the bottom for the busi- ness when it reports quarterly results Thursday morning. Last year the telco was hit with slower growth and balance-sheet con- straints, forcing it to cut its divi- dend. It then surprised investors with an acquisition in the U.S. Investors are expecting a first look at its 2026 forecast, which will include that deal. Lower im- migration has hit all telcos: Rog- ers Communications Inc. (RCI-B- T) postpaid wireless subscriber growth was 60 per cent lower than the year before. This is ex- pected to weigh on BCE as well, but there are signs the skies are clearing, RBC Capital Markets analyst Drew McReynolds said. “We continue to believe current levels represent an attractive and timely entry point,” he wrote in a preview note to clients. Special to The Globe and Mail billion in spending but Bank of America analyst Justin Post says it could come in at US$140-billion for 2026. The bar is also higher for Alphabet than last year, when it was easy to take a swing at be- cause the valuation was much lower. Its price-to-earnings multi- ple is now above Microsoft’s, Mr. Post writes. “Risk is elevated valu- ation … and new competitive product launches (LLMs, OpenAI ad ramp) could weigh on relative AI sentiment.” Time flies: Walt Disney Co. (DIS-N) is set to report results Monday morning and investors are focused on CEO succession. It seems like just yesterday that Bob Iger returned after a botched suc- cession to try and revive the hap- piest place on Earth. But it wasn’t yesterday, it was three years ago, and Mr. Iger’s contract is up at the end of this year. In his time as CEO, Disney has underperformed the S&P 500 and is up only 25 per cent since 2022. In fact, US$120 a share has been a firm lid on the stock since then. Josh D’Amaro, who runs theme parks for Disney, is widely expected to be named the next successor. The parks have seen steady growth and are Disney’s biggest source of profit. Stabilizing the media business was Mr. Iger’s white whale, and investors are watching for the hiccup with its Nevada Gold Mines, in which Newmont Corp. (NGT-T) is a minority owner and, according to reporting from Reu- ters, has the first right of refusal on those assets. Normally, the focus would be on metrics such as production and operational efficiency, but those are probably lower on the list of concerns this time around. Understanding the timing of the IPO is crucial to the stock, according to TD Cowen analyst Steven Green. His num- bers indicate the stock is trading at roughly a 24-per-cent discount to the net asset value potential once the North American assets are unlocked. From A to Z: Alphabet Inc. (GOOGL-Q) wears the crown as the best-performing Magnificent Seven stock over the past year. That will be put to the test when results are released Wednesday afternoon. Left for dead a year ago after stumbling out of the gate with its artificial-intelligence offering, it has come back with a vengeance, and if Meta’s results are an indication, the ad market remains robust for AI players. Investors will want to know about how AI usage is progress- ing at Google with its Gemini 3 release, while YouTube revenue is expected to grow 13 per cent. The Street is prepared for US$119- surprised everyone with the economy adding 189,000 jobs between September and Decem- ber, 2025 (more than four times the U.S. numbers, by the way). “Sectors heavily exposed to inter- national trade disruptions, like manufacturing, continue to un- derperform,” Royal Bank of Cana- da’s Claire Fan and Nathan Janzen wrote, “but we continue to expect a stabilizing trade backdrop and strength in domestic demand will support a rebound in hiring over- all.” In the U.S., 65,000 new jobs are expected. The keyword here is stabilization. “Leading indicators are starting to point to improve- ment in the labour market after a year of gradual cooling best char- acterized as a ‘low hire, low fire’ environment,” Ms. Fan and Mr. Janzen wrote. Tell me something good: Barrick Mining Corp.’s (ABX-T) quarterly results just got a whole lot more interesting after a historic sell-off in the price of bul- lion. The gold miner is set to re- port results Thursday morning. Even without the sell-off, this is one of the more interesting names these days. In the grips of activist investor Elliott Manage- ment, the miner has been explor- ing ways to split off its North American assets into a separately traded company. There could be a In a big earnings week, Barrick reports after metals sell-off AMBER KANWAR MONDAY China, Japan and euro area PMIs S&P global manufacturing PMIs North American auto sales Earnings include: Walt Disney, Tyson Foods TUESDAY 10 a.m. ET: U.S. job openings and labour turnover survey Earnings include: AMD, Pepsico, Pfizer, Chipotle Mexican Grill, Electronic Arts, PayPal, Clorox WEDNESDAY Euro area Consumer Price Index S&P global services PMIs are released across the globe. 8:15 a.m. ET: U.S. ADP na- tional employment report Earnings include: Alphabet, Eli Lilly, UBS, CME Group, McKes- son, Suncor Energy, Yum! Brands, Brookfield Asset Man- agement, New York Times THURSDAY Euro area retail sales and Germany factory orders Bank of England monetary policy meeting 10 a.m. ET: Global Supply Chain Pressure Index 12:25 a.m. ET: Bank of Cana- da Governor Tiff Macklem speaks in Toronto. Earnings include: Amazon, Shell, ConocoPhillips, Constella- tion Software, BCE, Telus, News Corp., Open Text, Boyd Gaming, Lightspeed Commerce, Canada Goose, Great West Lifeco, Sapu- to, Canaccord Genuity, Rogers Sugar, TMX Group FRIDAY Japan household spending 8:30 a.m. ET: Canada em- ployment report for January. Consensus is for 7,000 net new jobs, holding steady from the previous month, with the unem- ployment rate holding steady at 6.8 per cent 8:30 a.m. ET: U.S. nonfarm payrolls. Consensus is 65,000 net new jobs, ahead of December’s 50,000 new jobs, with unem- ployment rate steady at 4.4 per cent Earnings include: CAE, Canopy Growth, Philip Morris WHAT INVESTORS NEED TO KNOW FOR THE WEEK AHEAD