Results for “Canopy Growth”

even if there was a mild reduction in GDP growth

high growth markets -- such as DNA sequencing and personalized medicine. The

strong dollar and protectionism curtail global demand and EM growth.

big outperformance driven by re-rating more than eps growth

sector has de-rated enough if bond yields capped/ CB don’t hike/ growth disappoints.

and we expect average Alts growth over the next to years to be 10x that

pro-growth field of candidates assembled in the entire history of our nation—not one

federal revenues depend on GDP growth and related tax levies on consumers

in-line with 40-year GDP growth rate. Corporate taxes have – on

the key driver of US GDP growth – the US consumer’s ability to spend – is severely

which was one of the drivers of revenue growth guidance below

while order growth has a 1700bps easier y/y

revenue growth faces a 1600bps easier y/y comp. and would expect

and 3} stronger wage growth. This also implies stronger

net household borrowing other than student loans is weak; loan growth is almost exclusively from companies rather than households.