The Globe and Mail reports in its Friday, Oct. 10, edition that National Bank's Maxim Sytchev, in a report titled "Party like it's 1995," noted that industrial companies perform well during periods when rate cuts coincide with positive GDP growth. The Globe's David Leeder write that Mr. Sytchev says, "In 1995, there was no 'crisis' per se when the Fed cut rates and hence no falling cliff when it came to GDP growth; it was in response to slowing inflation (amid a good but cooling labour market) while fiscal policy was neutral." Mr. Sytchev rates Stella-Jones "outperform." Mr. Sytchev hiked his share target by $3 to $95. Analysts on average target the shares at $86.13. Mr. Sytchev says in a note: "While we are not changing our forecasts for H2/25E, we now model a year-end close for the Brooks Manufacturing acquisition, which is expected to incrementally accelerate the organic growth profile (increases exposure to the electrification and grid expansion/modernization theme) in a margin-accretive manner (we estimate Brooks EBITDA margins to be in the low-to-mid 20-per-cent range). We also fine-tuned our cash outflow assumption for the back half of the year to reflect the positive share price momentum in the last six months."