Dehal Investment Partners of Raymond James Ltd.

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Dehal Investment Partners of Raymond James Ltd.

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11/02/2026

Spoke with Reuters this morning on the TSX rebound, falling oil prices, and renewed optimism surrounding U.S.–Iran negotiations.

We're seeing a bounce from Friday's sharp sell-off, alongside some repositioning as we enter November. With U.S. midterm elections approaching and renewed discussions surrounding a Canada-U.S. trade agreement, there are plenty of developments for investors to navigate.

Expanding Canada's trading relationships remains an important opportunity for our economy, particularly as tariffs and geopolitical uncertainty continue to weigh on domestic manufacturing.

Markets can shift quickly with changing headlines, but staying focused on the fundamentals and the bigger picture remains key.

11/01/2026

AI Spending Is Surging. Are Investors Seeing the Returns?

Michael Dehal joined BNN Bloomberg on Friday to discuss the evolving AI investment landscape and Microsoft's latest earnings.

As technology companies accelerate AI infrastructure spending, investors are shifting their focus toward monetization, earnings growth and free cash flow.

The next phase of AI investing may be less about who's spending the most and more about who's generating the strongest returns.

Watch a portion of the discussion.

10/28/2026

Spoke with Reuters today on the TSX reaching a six-day high, driven by strong earnings from Celestica and gains in metal miners.

The TSX gained 0.6%, with Celestica surging nearly 12% following impressive quarterly results. Optimism around the AI trade continues to build across North American markets, while stronger gold prices helped lift the materials sector 3.3%. Energy told a different story, falling 2.6% as oil slipped below $100 a barrel.

With both the Bank of Canada and Federal Reserve announcing rate decisions on October 28, all eyes are on monetary policy. Investors are expecting the Bank of Canada's first rate hike since July 2023, making the next move in interest rates particularly important for Canadian markets.

Markets are showing resilience, but staying focused on the fundamentals remains key as investors navigate earnings, inflation and interest rate uncertainty.

10/22/2026

From AI Investment to AI Monetization! 📈

Last Friday on BNN Bloomberg's The Street, I highlighted Meta (META) as one of my three stocks On the Radar.

My thesis? AI is finally beginning to translate into real business results.

Five days later, Meta reported Q3 revenue growth of 26%, with advertising prices rising 14% and ad impressions increasing 10%.

The results reinforce an important investment theme:

The next phase of AI isn't just about spending billions. It's about turning those investments into meaningful revenue and profitability.

Here's a clip from Friday's show! 🎥

10/19/2026

A special professional milestone! 🎥

This past Friday, I had the incredible opportunity to co-host The Street on BNN Bloomberg for the very first time!

After years of appearing on the network as a market commentator, stepping into the co-host's chair was an exciting new experience.

From discussing global markets and investment opportunities to participating in First Call, answering viewers' questions live about their favourite stocks, it was an amazing experience!

A big thank you to the entire BNN Bloomberg team for the opportunity.

Always keep learning, growing and embracing new challenges! 🙏

10/15/2026

Looking forward to co-hosting The Street on BNN Bloomberg tomorrow morning from 8:00–9:00 AM ET.

We'll be diving into some of the key questions shaping markets right now, from whether corporate earnings can support current equity valuations to the broader implications of rising oil prices and what the bond market may be signaling about the economy.

I'll also be sharing a few stocks on my radar and answering viewer questions live.

Looking forward to a great discussion. Tune in tomorrow morning!

10/07/2026

Featured in Reuters this afternoon on the TSX's sharpest decline in four months, rising bond yields, and ongoing trade uncertainty.

The TSX fell 1.7% as U.S. Treasury yields reached a 24-year high, putting pressure on equities, particularly materials and financials. With gold retreating and major Canadian banks facing selling pressure, we're seeing how higher borrowing costs and a stronger U.S. dollar are weighing on markets.

What concerns me more is the continued uncertainty surrounding U.S.-Canada trade relations. Prolonged tariff pressures risk weakening consumer spending and business confidence, creating further headwinds for Canada's financial sector.

Markets will continue to react to shifting rates and geopolitical headlines, but understanding the underlying economic pressures is what matters for long-term investors.

10/04/2026

I was back on BNN Bloomberg on Friday talking markets 📈

A lot to unpack heading into Q4:

✔️ U.S. jobs came in weaker than expected
✔️ What it could mean for the Fed and interest rates
✔️ Treasury yields and equity valuations
Oil, inflation and the Canadian economy
✔️ And where I’m seeing opportunities in the market

Two stocks on my radar: Micron (MU) and BlackRock (BLK).

Always enjoy being back on BNN Bloomberg and discussing what’s driving markets.

09/30/2026

Featured in Reuters this morning on the TSX pullback, softer U.S. inflation data, and continued volatility across commodities.

The TSX edged lower as weakness in miners and health care outweighed strength in energy. At the same time, cooler-than-expected U.S. inflation helped ease expectations for another Fed hike next month.

Energy remains an important driver. Brent crude is on track for its strongest monthly gain since July as tight fuel markets and ongoing uncertainty in the Middle East continue to support prices.

As I mentioned to Reuters, day-to-day volatility is likely to remain elevated until we get more stability and clarity out of the Middle East. In markets like these, staying disciplined and focused on the underlying fundamentals matters more than reacting to every headline.

09/28/2026

Looking forward to speaking at the LinkBridge Global Investors Annual Meeting in New York City.

I’ll be joining a panel discussion focused on the outlook for global markets, investment strategies across asset classes, evolving investor preferences, and where we see some of the most compelling long term growth opportunities.

It should be a thoughtful discussion at a particularly interesting time for markets, and I’m grateful to LinkBridge for the invitation.

September 29, 2026
The Harmonie Club | New York City

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Toronto, ON
M5H3Y2

Website

http://www.dehalinvestments.com/

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