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Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

Earnings review

Scotiabank analyst Robert Hope reviewed earnings for the utilities and energy infrastructure sectors and provided top picks,

“On balance, Q3 results were in line with our expectations, but there were some sizable beats and misses that drove outsized share price reactions. Following the quarter, consensus estimates moved up for the utility group and down for the remainder of our coverage subsectors. ACO.X-T, ALA-T, and AQN-N saw the most meaningful positive estimate revisions, while GEI-T, NPI-T, and TWM-T saw the largest declines. We prefer the power names, followed by the gas-levered pipeline/midstream names, and then the utility group. We also note that BIP-N has

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