BMO Research Today - June 11, 2026

研报英文原文证据摘录

BMO Research Today - June 11, 2026

FOCUS IN THIS ISSUE

Research News - BMO Research is out with Best of BMO Q2/26, a quarterly Macro and Sector Updates

high-level summary of our deep research and insightful recommendations. Traditional Asset Managers

Best of BMO is an idea book for investors that includes BMO’s broad macro

Food Retail

view as well as the best stock recommendations from every analyst

across all sectors for the next 12 months. At BMO our sole focus is to drive Commodities Daily

outperformance. Building Products

Portfolio Strategy

ESTIMATES / TARGETS RAISED

Research News

Black Diamond Group US Chemicals

John Gibson, Industrials/CDN Energy Services Analyst - Industrials

Estimates/Targets Raised

BDI Marketing Takeaways; WFS Demand Should Outpace Supply

BDI CASY DTOL NAVN

OP $18.69 $23.00 $1,268 ORCL PMET

Rating Price Target Mkt Cap.

Estimates/Targets Lowered

• We recently hosted management from Black Diamond Group for Institutional meetings in Canada. NWC

• BDI's biggest growth lever over the next few years is its Workforce Housing (WFS) business, with the

Company Updates - US project pipeline across multiple industries appearing robust.

KR LFST PTC• While exact timing on project FIDs remains the biggest question mark for numbers, we believe

BDI sits on the cusp of a multi-year growth trajectory based on its positioning in the space. Post

update, we increase our target price to $23 ($22 prior), reflecting 9x 2027 EV/EBITDA and reiterate Company Updates - Canada / Int'l

our Outperform rating.

ATZ EMP.A GRGD PRV.UN

RAY

Casey's General Stores

Kelly Bania, Food Retailers Analyst - Food Retail

Full Steam Ahead for CASY; Raise Target

Mkt $915.60 $950.00 $33,841

• F26 ended exceptionally strong, supported by significant fuel margin upside in F4Q26. We believe