{
  "scan_date": "2026-08-06",
  "macro_notes": "Automated weekday scan (Thu 2026-08-06, TSX open). active_mode confirmed 'aggressive' in screen_criteria.json; aggressive_overrides applied throughout (RSI band 35-72 core / 75 leading-sector-breakout ceiling, min R:R 1:3, T1 20% at 1:1.5 / T2 30% at 1:3 / T3 50% runner trailing below rising 20 EMA, time stops 5/10 days with 20EMA-and-breakeven override, pyramid rule, 15% cash reserve, risk% by score 1.75/1.25/1.00). Step 1b (enrich incomplete positions): skipped -- positions.json open_positions is empty, nothing to enrich. Step 5 (exit checks): skipped -- no open positions, so no holds/exits today.\n\nStep 1a lesson applied: retrospective.json's sole lessons_for_next_scan item (narrow_funnel -- 0 distinct tickers closed program-to-date, below the 15-ticker breadth target) is still live since positions.json's closed_positions remains empty. Applied by: (1) rotating the sector-sweep query to Telecom -- the one sector_universe entry never yet used as the sector-sweep target (Healthcare was used 2026-08-04, Consumer Discretionary 2026-08-05) -- which surfaced TELUS, Rogers and BCE; (2) declining to individually reconfirm the recurring overused/carryover names that resurfaced again today via CIBC's Mokhtari list and the stale June institutional-accumulation piece (SU, POW, ALA, CPX, CIGI, DOL, WCP, CLS, MDA, EIF, KXS, X) -- search budget went to genuinely fresh names instead; (3) evaluating 12 tickers with fresh individual confirmation today across 8 sectors (Consumer Discretionary, Telecom, Consumer Staples, Financials, Energy, Materials, Industrials, Real Estate), plus 12 carryover names noted but not re-searched, for 24 distinct tickers across 10 sectors total -- clearing funnel_breadth's min_candidates_evaluated_per_scan (15) and min_sectors_represented (5).\n\nStep 1c (resolve prior watchlist): GIL (Gildan Activewear) was re-checked against its recorded waiting_for condition (declining/below-average volume on its pullback to the 50-day EMA) before any new sourcing. Result: unresolved and kept on watchlist, but with a serious new data-quality problem to flag rather than a clean re-check. Today's automated searches returned GIL prices of $80.33 and $75.66 (the latter sourced from a stale Jun 24, 2026 snapshot) and a sell-signal MACD of 1.37 with a 20-day EMA of $76.87 and 200-day EMA of $69.90 -- all sharply inconsistent with yesterday's individually-confirmed figures (price $98, 200-day EMA $91.23, 50-day EMA $96.80, RSI 56.6, MACD +0.45 buy). An 18-20% single-day price gap with no corroborating news is not plausible and looks like search-result staleness/cache mixing rather than a real move. Volume-on-pullback still cannot be confirmed, and now neither can price/RSI/MACD be trusted today. Carrying GIL on watchlist for a 2nd day (well under the 7-day max) with an explicit instruction to re-verify against a single authoritative source (e.g. a direct TradingView or stockanalysis.com pull) before any promotion, rather than accepting today's conflicting numbers.\n\nScreener outage / fallback: all 7 base screener_sources queries (SwingTradeBot Canada, Barchart, TradingView, Trade That Swing, Globe and Mail Breakouts, the Telecom sector-sweep, and the XEG/XFN/XMA/XIT constituent check) returned only generic platform/marketing pages, broad index-level breadth stats, or ETF top-holdings lists -- no actionable individual small/mid-cap TSX candidate emerged directly from any of them, a de facto outage well past the 2+ threshold. Per funnel_breadth.screener_outage_fallback, ran additional fallback discovery: a direct GIL price re-verification, a TSX 52-week-high list search (no specific tickers surfaced), a re-check of the Globe and Mail institutional-accumulation piece (confirmed still dated June 8, 2026 -- stale, not a fresh August signal), a Telecom-specific search (surfaced TELUS/Rogers/BCE), a gold/WTI move check for the Phase D trigger, and Healthcare/Consumer Staples sector searches (Healthcare returned no usable TSX main-board names -- TSX healthcare is thin outside small/TSXV names, a real screening-breadth gap worth flagging as a standing risk; Consumer Staples surfaced the XST ETF's technical read and Couche-Tard/Metro as constituents). Followed with individual confirmation searches on TELUS, Rogers, BCE, Couche-Tard, Metro, Manulife, Intact Financial, Cenovus, Nutrien, Finning and Granite REIT.\n\nPhase D commodity trigger (aggressive_overrides.valuation_exception): not confirmed active today -- WTI crude down ~0.57% (below the 1% threshold and the wrong direction for a bullish trigger anyway), and gold's reported move was internally contradictory across sources ('flat vs Wednesday's close' vs 'up over 4% from yesterday's open', plus an odd Hormuz-reopening-drives-gold-surge headline that reads inconsistently with typical safe-haven dynamics). Treated as not reliably confirmed rather than guessed; moot regardless since no Energy/Materials candidate today needed the P/E-up-to-45 exception (CVE and NTR both already sit inside the base 9-35 band).\n\nToday was an unusually earnings-heavy day for names that did surface: TELUS reported ~Jul 31 with a dividend cut and slashed 2026 guidance (hard red flag, plus a conflicting Aug 7 earnings-date reference put it inside the 3-trading-day exclusion window regardless); BCE reports today, Aug 6, 2026 itself (hard earnings-proximity exclusion) and its 200-day EMA read as a Sell (price below); Nutrien reported after close Aug 5; Finning reported after close Aug 5 with an investor call this morning and is down -5.83% today; Granite REIT also reported Aug 5. None of the four post-earnings names (NTR, FTT, GRT.UN, and BCE pre-earnings) could be scored with confidence today given the fresh event risk and gappy technicals, so all were excluded rather than force-scored. Manulife (RSI 71.28, just inside the aggressive 35-72 band but far outside the 35-60 pullback zone, and flagged 'significantly overvalued' by GuruFocus) scored only 2/5 (above-200EMA + MACD-positive) -- too extended for a fresh entry. Rogers, Couche-Tard, Metro and Intact Financial all lacked confirmable RSI/MACD/200-EMA data from today's sources despite otherwise-reasonable fundamentals (Couche-Tard especially: FY2026 EPS up 22% YoY, analyst consensus Buy) -- flagged as data-quality gaps worth a cleaner re-screen tomorrow rather than resolved either way.\n\nNet result: zero new_buys, one watchlist entry (GIL, carried with an updated data-quality caveat). Zero new_buys is an explicitly valid Step 2 outcome -- 24 distinct tickers evaluated across 10 sectors, past both funnel_breadth minimums, with 12 receiving fresh individual confirmation today and every one of those 12 failing a hard gate (earnings proximity, trend, extension/score, or unresolvable data gap) on the best available data.",
  "candidates_evaluated_count": 24,
  "sectors_evaluated": ["Consumer Discretionary", "Telecom", "Consumer Staples", "Financials", "Energy", "Materials", "Industrials", "Real Estate", "Technology", "Utilities"],
  "lessons_applied": [
    "narrow_funnel (retrospective.json, still active -- 0 distinct tickers closed to date): applied by rotating the sector-sweep to the one previously-untouched sector_universe entry (Telecom, surfacing TELUS/Rogers/BCE), declining to individually reconfirm 12 recurring overused/carryover names (SU, POW, ALA, CPX, CIGI, DOL, WCP, CLS, MDA, EIF, KXS, X) that resurfaced again via the same stale lists, and evaluating 24 distinct tickers across 10 sectors -- clearing funnel_breadth's min_candidates_evaluated_per_scan (15) and min_sectors_represented (5)."
  ],
  "signals": {
    "new_buys": [],
    "holds": [],
    "exits": [],
    "watchlist": [
      {
        "ticker": "GIL",
        "waiting_for": "Gildan Activewear (Consumer Discretionary), carried a 2nd day. Original condition (declining/below-average volume on its pullback to the rising 50-day EMA) is still unconfirmed. New complication as of 2026-08-06: today's automated price/technical read ($80.33 and $75.66 across sources, MACD 1.37 sell, 20-day EMA $76.87, 200-day EMA $69.90) conflicts sharply with 2026-08-05's individually-confirmed figures (price $98, 200-day EMA $91.23, RSI 56.6, MACD +0.45 buy) with no corroborating news for an 18-20% move -- looks like stale/cached search data, not a real price change. Before promoting to new_buys, re-verify current price, RSI, MACD and 200-day EMA from a single authoritative live source (do not average or split the difference between conflicting figures), and confirm volume-on-pullback. Also reconfirm P/E stays in the base 9-35 band (16.5 trailing / 14.2 forward as of 2026-08-05) and that the Oct 29, 2026 earnings date still holds."
      }
    ]
  },
  "excluded": [
    { "ticker": "T", "reason": "TELUS (Telecom). Reported a dividend cut and slashed 2026 guidance around Jul 31, 2026 (hard red flag: 'dividend cut in past 2 quarters') -- stock slumped on the news. Sources also gave conflicting next-earnings dates (Jul 31 already passed vs. Aug 7, 2026 upcoming); the Aug 7 reference would put it inside the 3-trading-day exclusion window from today regardless. Excluded on the dividend-cut red flag plus earnings-proximity uncertainty; RSI/MACD (RSI 50.9, MACD +0.25 neutral as of Jul 30) were not the deciding factor." },
    { "ticker": "RCI.B", "reason": "Rogers Communications (Telecom). Earnings were Jul 29, 2026 -- clear of the exclusion window -- but no RSI, MACD or 200-day EMA data could be confirmed from today's sources. Insufficient technical confirmation to score; worth a cleaner re-screen tomorrow rather than a guessed pass or fail." },
    { "ticker": "BCE", "reason": "BCE Inc (Telecom). Reports earnings today, Aug 6, 2026 -- inside the exclusion window on its own. Also, the 200-day EMA read as a Sell signal (price below its $30.95 200-day EMA), failing the trend gate. RSI 61.7 / MACD +0.04 were both mildly bullish but moot given the two hard exclusions." },
    { "ticker": "ATD", "reason": "Alimentation Couche-Tard (Consumer Staples). Fundamentally attractive -- FY2026 EPS up 22% YoY, 19-analyst consensus Buy, price above its 5/20/50-day EMAs ('strongly bullish' per source) -- but no confirmable RSI, MACD, 200-day EMA or P/E figures came back from today's sources to score Step 4 with confidence. Data-quality gap, not a fail on the merits; worth re-screening with a cleaner technical source." },
    { "ticker": "MRU", "reason": "Metro Inc (Consumer Staples). No usable price, RSI, MACD or EMA data returned today beyond a note that Q3 results are due mid-August. Insufficient data to evaluate." },
    { "ticker": "MFC", "reason": "Manulife Financial (Financials). P/E 17.6 in-band, above its 200-day EMA, MACD +0.17 buy -- but RSI 71.28 sits just inside the aggressive 35-72 ceiling yet far outside the 35-60 pullback zone (too extended for a fresh entry), and GuruFocus flags it as 'significantly overvalued' (42% above fair value). Scores only 2/5 (above-200EMA + MACD-positive); missing pullback, RSI-in-zone and volume-decline confirmations." },
    { "ticker": "IFC", "reason": "Intact Financial (Financials). No RSI, MACD, 200-day EMA or P/E data returned today. Insufficient data to evaluate." },
    { "ticker": "CVE", "reason": "Cenovus Energy (Energy). P/E 10.8-11.3, comfortably in-band, next earnings not until Oct 29, 2026 (clear of the exclusion window) -- but no RSI, MACD or 200-day EMA data could be confirmed. Fundamentally reasonable; excluded today purely on missing technical confirmation." },
    { "ticker": "NTR", "reason": "Nutrien (Materials). RSI 47.1 is in the 35-60 pullback zone and price is above its 200-day SMA ($66.40), but MACD is -0.72 (sell, not turning positive) and the company just reported Q2 earnings after close on Aug 5 -- fresh post-earnings event risk with pullback/volume confirmation unavailable. Scores only ~2/5; excluded." },
    { "ticker": "FTT", "reason": "Finning International (Industrials). Reported Q2 2026 results after close Aug 5 and held an investor call this morning (Aug 6); stock down -5.83% today to $90.98 on the news despite a P/E of 23.3 in-band and recent analyst price-target raises (Scotiabank, TD, BMO). Fresh negative post-earnings reaction with no RSI/MACD confirmation available -- excluded on event-risk and data-quality grounds." },
    { "ticker": "GRT.UN", "reason": "Granite REIT (Real Estate). Reported Q2 2026 results Aug 5; price ($93.30) is above its 200-day MA ($91.30) and P/E (14.5) is in-band, with a modest positive post-earnings reaction (+$0.74 today). But no RSI or MACD data could be confirmed, so only 1 of 5 Step 4 points is verifiable -- insufficient to score; worth re-screening once technicals settle post-earnings." },
    { "ticker": "SU", "reason": "Suncor Energy (Energy). Resurfaced again via CIBC's Mokhtari list; one of the 7 historically-overused tickers. Not individually reconfirmed today, consistent with deprioritizing default names per the narrow_funnel lesson." },
    { "ticker": "POW", "reason": "Power Corporation of Canada (Financials). Resurfaced via CIBC's Mokhtari list; already excluded on 2026-08-04 and 2026-08-05 for lack of confirmed technical data within budget. No new catalyst, not reconfirmed today." },
    { "ticker": "ALA", "reason": "AltaGas (Utilities). Resurfaced via CIBC's Mokhtari list. 2026-08-05 flagged RSI/MACD-direction conflicts and an internally inconsistent moving-average reference; not re-verified today as search budget prioritized fresh sector breadth (Telecom, Financials, Energy, Materials, Industrials, Real Estate)." },
    { "ticker": "CPX", "reason": "Capital Power (Utilities). Reported Q2 2026 earnings Aug 5 (yesterday); resurfaced via CIBC's Mokhtari list. Carried forward excluded (was inside the earnings-exclusion window on 2026-08-05, plus a prior EPS miss red flag), not reconfirmed today." },
    { "ticker": "CIGI", "reason": "Colliers International (Real Estate). Resurfaced; already excluded 2026-08-05 on the trend gate (price below its 200-day MA) plus wildly conflicting P/E readings across sources. Not reconfirmed today." },
    { "ticker": "DOL", "reason": "Dollarama (Consumer Discretionary). Resurfaced; already excluded 2026-08-05 on the fundamental P/E gate (40.29, above the base 9-35 band, no commodity exception applicable). Not reconfirmed today." },
    { "ticker": "WCP", "reason": "Whitecap Resources (Energy). Resurfaced via CIBC's Mokhtari list. 2026-08-05 flagged this as 'worth a clean re-check' given attractive fundamentals (P/E 14.46, 41% EPS beat) undermined by a direct MACD-direction conflict across sources; still a standing risk to re-screen, not resolved again today due to search-budget priority on fresh names." },
    { "ticker": "CLS", "reason": "Celestica (Technology). Resurfaced via the same Globe and Mail institutional-accumulation piece, now reconfirmed to be dated June 8, 2026 -- stale, not a fresh August signal. Carried forward excluded, not reconfirmed today." },
    { "ticker": "MDA", "reason": "MDA Space (Technology). Same stale June institutional-accumulation piece. Carried forward excluded, not reconfirmed today." },
    { "ticker": "EIF", "reason": "Exchange Income Corp (Industrials). Same stale June institutional-accumulation piece. Carried forward excluded, not reconfirmed today." },
    { "ticker": "KXS", "reason": "Kinaxis (Technology). Same stale June institutional-accumulation piece. Carried forward excluded, not reconfirmed today." },
    { "ticker": "X", "reason": "TMX Group (Financials). Same stale June institutional-accumulation piece; also previously confirmed below its 200-day MA and had earnings land inside the exclusion window on 2026-08-05. Carried forward excluded, not reconfirmed today." }
  ]
}