Weekly "Focus" and The Pitt
Bradley Goldhar - Feb 21, 2025
Please join us on March 5th for our webinar with Robin Esrock, travel journalist, who will be sharing interesting ideas for travel within Canada. The invite is attached
If you are looking for a new TV show to watch, I highly recommend “The Pitt”. You can find it in Canada on Crave and the USA network and in the US on Max or the Roku Channel. It stars Noah Wyle as the attending physician in a Pittsburgh hospital’s emergency room – you might remember him as the young doctor on the show ER. Each episode tracks an hour in the emergency room and follows the staff and patients in an incredibly chaotic environment. Pittsburgh (often referred to as “Steel City”) is home to many of the largest industrial companies in the US and some in the region may benefit from the recently introduced tariffs on aluminum and steel.
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| Market Value (US$ billions) | Price Return 2025 | Dividend Yield |
| Alcoa* (AA) | $9.3 | -1.4% | 1.1% |
| Howmet Aerospace (HWM) | $54.0 | +26.7% | 0.3% |
| PPG Industries* (PPG) | $27.3 | -1.3x% | 2.3% |
| US Steel* (X) | $8.6 | +11.7% | 0.5% |
| Westinghouse Air Brake Technologies (WAB) | $32.1 | +1.3% | 0.5% |
Source: FactSet, Values as of February 20, 2025
This week’s "Focus" from our economics team is attached.
Have a great weekend,
Brad
Senior Portfolio Manager and Senior Investment Advisor
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| Join us for a discussion on Canadian Travel Ideas
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| With everything going on in the world, our group felt it worthwhile to reconnect with best-selling travel expert Robin Esrock, author of the Great Global Bucket List and the Great Canadian Bucket List.
The discussion will center on one-of-a-kind travel experiences within Canada, from harvesting icebergs to making refreshing cocktails in Newfoundland to viewing grizzly bears in British Columbia.
The webinar will be recorded and circulated following the live event. Please register using the link below.
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