Amy Legate-Wolfe

Writer and finance journalist, currently freelancing for Motley Fool Canada. Creator of the Canada Post Digest newsletter.

[Amy Legate-Wolfe @amylegatewolfe]

OpenText climbed 23% in four weeks.
Cloud bookings jumped 24%.
That said, recurring revenue barely grew.
At OpenText World this week, I learned what investors might be missing, and what November’s results could prove. [https://t.co/5P5skeOmgM]

[Amy Legate-Wolfe @amylegatewolfe]

Waymo is coming to Toronto, with riders planned for 2028. I looked at 3 stocks that could benefit: the company running its fleet, the one that owns Waymo and the one helping build its cars. [https://t.co/P59xuDZLwU]

[Amy Legate-Wolfe @amylegatewolfe]

Steel exports fell 60%, 5 First Nations bought into Coastal GasLink, and Waymo picked Toronto for 2028. Looks like Canada is finding new routes. [https://t.co/wnXm79IM4a]

[Amy Legate-Wolfe @amylegatewolfe]

Oil above US$104. Bond yields rising. Before selling a stock, ask: Is cash still coming in after the real bills, or was the thesis built for cheap money? My Thanksgiving stress test covers 3 top stocks.[https://t.co/2u8yZ4jxxY]

[Amy Legate-Wolfe @amylegatewolfe]

Canada lost 68,000 jobs as $20B in energy deals landed and Aritzia grew 44%. Fear is back—but it’s getting selective. [https://t.co/aPNCtVpJhb]

[Amy Legate-Wolfe @amylegatewolfe]

Broadcom may help finance the customer buying its AI chips.
Who holds the risk if demand disappoints?
I followed the money, and the Canadian stocks exposed to the buildout. [https://t.co/Wq0wJrJEoT]

[Amy Legate-Wolfe @amylegatewolfe]

This week's newsletter had it all: Algoma 145K tons, LNG Canada 28M tonnes/year, oil under US$100, and AI’s US$42B financing question.
https://t.co/WlHO0Gzpkm

[Amy Legate-Wolfe @amylegatewolfe]

BlackBerry’s biggest QNX win adds US$100M+ to estimated royalties. But the deal came after the quarter closed. What is already revenue, and what still needs trucks on the road? [https://t.co/xvVYQuNrvF]

[Amy Legate-Wolfe @amylegatewolfe]

TSX? Lows not hit since June.
Canadian 10-year government bond yield hits 3.95%. U.S. equivalent hits 5.1%.
And Brent Crude hits US$105.
But there was even more in this week's newsletter.
https://t.co/ZNR7BlfCMO

[Amy Legate-Wolfe @amylegatewolfe]

I went to Canada’s Investment Summit. The biggest numbers weren’t the most useful part.
Who gets paid first? Who carries the risk? And how much of the announced money will actually move?
What investors missed, in this week’s paid piece: https://t.co/3DjUM88Ewn

[Amy Legate-Wolfe @amylegatewolfe]

Canada had quite a week:
Oil above US$109
Fed hikes rates
BoC hike fears return
Dollarama raises outlook
Nearly $500B tied to new investment
AI stocks wobble, then Nvidia talks bigger demand
https://t.co/5kUjLtSVKN

[Amy Legate-Wolfe @amylegatewolfe]

Canada is pitching $1 trillion in investment over 5 years through a prospectus of 160+ projects.
Ports. Pipelines. Mines. Data centres.
Big headline. Bigger question: what do Canadians actually get out of the deal?
Read more: https://t.co/aiiFAbHUtb

[Amy Legate-Wolfe @amylegatewolfe]

Your Canadian oil stocks and your fuel receipt may have very different opinions about US$100 oil.

Add new trade barriers and two big energy deals, and “good news for Canada” gets complicated.

Here’s what I’m watching as an investor
https://t.co/0dsSNsSbTf

[Amy Legate-Wolfe @amylegatewolfe]

Carney says nearly $500B in projects is moving. One TSX stock already has a $20.2B backlog. My analysis: https://t.co/IedS6IaPTS

[Amy Legate-Wolfe @amylegatewolfe]

Canada ordered 313 rail cars for $4.7B. Mapping where Ottawa wants the next contracts to land, amidst a held interest rate this week.
https://t.co/lYs1F8Bzxe

[Amy Legate-Wolfe @amylegatewolfe]

Enbridge found $2.7B for growth without carrying the full bill. Smart capital recycling, or costly cash flow? My analysis: [https://t.co/21WNlKkhid]

[Amy Legate-Wolfe @amylegatewolfe]

Canada faced 50% tariffs, grew 3.3%, and saw all six major banks beat estimates. Resilient? Yes. Immune? Not even close.
https://t.co/D3rXYCPalg

[Amy Legate-Wolfe @amylegatewolfe]

Aeroplan is worth an implied $10B. The nutso part? That's more than Air Canada itself. So what could unlock this stock’s hidden value? [https://t.co/RRU1alGnav]

[Amy Legate-Wolfe @amylegatewolfe]

Canada bought 3 more days. Inflation hit 3%, bond yields reached 5.24%, and an $852B AI bet got closer. Here’s what changed for Canadian investors, and what to watch.
https://t.co/dht7Vx3RFt

[Amy Legate-Wolfe @amylegatewolfe]

Canada added 75,100 jobs while the U.S. lost 23,000. So why are Canadian investors still nervous? The answer arrives Aug. 19.
https://t.co/D25l6DszS5