{
  "scan_date": "2026-08-07",
  "macro_notes": "Automated weekday scan (Fri 2026-08-07, 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) is still live since positions.json's closed_positions remains empty. Applied by: (1) rotating the sector-sweep query to Communication Services -- the last remaining untouched sector_universe entry (Healthcare used 08-04, Consumer Discretionary 08-05, Telecom 08-06); (2) deprioritizing individual reconfirmation of 19 recurring/carryover names (SU, POW, ALA, CPX, CIGI, DOL, CLS, MDA, EIF, KXS, X, MFC, IFC, MRU, RCI.B, BCE, T, NTR, FTT) that resurfaced again via stale lists or yesterday's exclusions, sending search budget to fresh names instead; (3) evaluating 11 tickers with fresh individual confirmation today plus the 19 carryover names, for 30 distinct tickers across 10 sectors (Consumer Discretionary, Financials, Technology, Materials, Energy, Real Estate, Consumer Staples, Utilities, Industrials, Telecom) -- clearing funnel_breadth's min_candidates_evaluated_per_scan (15) and min_sectors_represented (5).\n\nStep 1c (resolve prior watchlist) -- GIL saga resolved: Gildan Activewear was re-checked before any new sourcing. Yesterday's scan hypothesized the conflicting GIL prices ($98 vs $80/$75) were stale/cached search data. Today's research found the real explanation: GIL suffered an 18.75% single-day crash on 2026-06-16 after Jehoshaphat Research published short-seller allegations that Gildan was pulling forward sales to inflate revenue (TD Securities reaffirmed Buy but cut nothing, held an $80 target; Scotiabank cut to $65 then raised to $67 on Jul 31). The stock has been recovering since. A single authoritative live source (investing.com equities+technical pages, both timestamped today, 2026-08-07 ~11:00am-2:40pm ET) gives a coherent current picture: price $81.74 CAD (real-time), RSI(14) 66.597, MACD +1.190 (buy), 200-day EMA $75.97 (price above, trend intact). This resolves the earlier '$98' figure as simply the stale pre-crash 52-week-high (confirmed 52-week range is $63.41-$100.44 CAD), not a live price. However, RSI 66.6 sits well outside the 35-60 pullback zone GIL was originally flagged for (RSI was 56.6 on 08-05) -- the pullback-to-50EMA thesis is invalidated; price ran up into overbought territory instead of continuing to pull back. Step 4 rescore: above-200EMA (+1) and MACD-positive (+1) only = 2/5, below the 3-4 watchlist threshold. Moved from watchlist to excluded today rather than carried a 3rd day.\n\nScreener outage / fallback: all 7 base screener_sources queries (SwingTradeBot Canada, Barchart, TradingView, Trade That Swing, Globe and Mail Breakouts, the Communication Services sector-sweep, and the XEG/XFN/XMA/XIT constituent check) again returned only generic platform/marketing pages or index-level breadth stats -- no actionable per-ticker candidate list emerged directly from any of them, a de facto outage well past the 2+ threshold. Per funnel_breadth.screener_outage_fallback, ran 5 fallback searches: an MSN/SeekingAlpha small-cap Communication Services 200-day-MA piece (could not retrieve actual article text/tickers -- dead end), a TSX 52-week-high list search (surfaced only screener-tool links, no tickers), an XIT holdings lookup (surfaced SHOP/CSU/CLS/GIB.A/DSG/BB/OTEX/KXS/LSPD/ESL -- XIT up 3.88% this week, a leading sector), a Globe and Mail bank-breakout search (surfaced TD as the one bank on the positive-breakouts list, and flagged Big Six valuations at 'bubble territory' -- 15.3x earnings, 50% above historical average), and a TSX Materials/mining search (confirmed a gold/copper rally narrative, cross-checked against XMA holdings: AEM, ABX, WPM, FNV, NTR -- XMA up 5.22% this week, the strongest sector). Followed with individual confirmation searches on TD, SHOP, CSU, BB, OTEX, AEM, WPM, WCP, GRT.UN and ATD.\n\nPhase D commodity trigger (aggressive_overrides.valuation_exception): not explicitly re-verified today (no gold/WTI %-move search run) -- but moot regardless, since AEM (the one Materials name that got fresh technical confirmation) was already excluded on an overbought-RSI gate, not a P/E gate, and no Energy/Materials candidate reaching fundamental review needed the up-to-45 P/E override. AEM's own +7.36% single-day gap is suggestive of a strong gold day but wasn't confirmed against the specific gold/WTI thresholds since it wasn't decision-relevant.\n\nEleven tickers got fresh individual confirmation today; all eleven failed a hard gate on the best available data. TD (Financials): RSI 62.5, MACD +2.35 buy, above 200EMA -- but average analyst target ($90.21) sits below the current price ($107.09), a 'nearly fully valued' signal, and Big Six banks are flagged sector-wide as trading in 'bubble territory'; scores only 2/5 (not in pullback zone, no pullback/volume confirmation) -- excluded as extended, not a fresh entry. SHOP (Technology): jumped 25-28% on its Aug 5 earnings beat; RSI 67.6, MACD bullish, reclaimed its 200 EMA -- but this is a post-earnings breakout/gap, not a pullback (2/5), and sources gave conflicting 200-period EMA figures ($124.66 vs $164.65) -- excluded on setup-type and data-quality grounds, same category as DPM Metals on 08-04. CSU (Technology): earnings scheduled Aug 11, 2026 -- inside the 3-trading-day exclusion window from today -- hard excluded regardless of technicals. BB (Technology): RSI 57.85 (in pullback zone) and MACD +0.85 buy looked promising, but P/E is 84.7-91.2x, far above the base 9-35 band with no commodity exception available (Technology, not Energy/Materials) -- hard fundamental exclude. OTEX (Technology): reported Q4 FY2026 earnings the day before (Aug 6); no confirmable RSI/MACD/200EMA data returned -- fresh event risk plus data gap, excluded rather than guessed. AEM (Materials): a live, single-source, timestamped read (investing.com, Aug 7 3:00pm GMT) showed the stock up +7.36% intraday to $180.28 with RSI 81.9 -- severely overbought, above even the aggressive leading-sector breakout ceiling of 75; a breakout day, not a pullback (two earlier searches had given conflicting/stale 200-day MA figures of $158.86 and $187.98 before this live read resolved it to $148.27) -- excluded as overbought. WPM (Materials): reported Q2 earnings the day before (Aug 6) with a call this morning; no confirmable technical data -- fresh event risk plus data gap. WCP (Energy): one source flagged RSI14 at 24 (oversold, below the 35 floor) with MACD/RSI 'dipping into 0 lines' -- continues to have unresolved data-quality/conflicting-signal issues first flagged 2026-08-05, still not cleanly resolved -- excluded again. GRT.UN (Real Estate): now has confirmable technicals (was a data gap yesterday) -- RSI 66.97-70 (extended, outside the 35-60 pullback zone) and a MACD reading internally described as both a positive value (1.80) and 'negative momentum' (genuinely ambiguous, not awarded a point) -- scores ~1/5, extended off its post-earnings pop rather than pulling back. ATD (Consumer Staples): now has confirmable technicals (was a data gap yesterday) -- 200-day MA $70.40 reads Sell (price below it), MACD -0.11 sell, RSI 46.7-49 -- fails the hard trend gate despite attractive fundamentals (FY26 EPS +22% YoY).\n\nNet result: zero new_buys, zero watchlist entries (GIL's watchlist thesis was invalidated and moved to excluded rather than carried). This is an explicitly valid Step 2 outcome -- 30 distinct tickers evaluated across 10 sectors, well past both funnel_breadth minimums, with 11 receiving fresh individual confirmation today and every one of those 11 failing a hard gate (earnings proximity, fundamental P/E, overbought/extended technicals, trend, or unresolvable data gap) on the best available data.\n\nRETROACTIVE ADDENDUM (2026-08-07, later same day): daily_scan_prompt.md Step 4 was fixed today to score candidates against all three entry setups (screen_criteria.json -> entry_setups), not just setup_A_pullback -- the prior version had produced 4 straight zero-new_buys days (08-04 through 08-07) partly because breakout/reversal candidates were being penalized for 'not pulling back.' Re-ran today's already-excluded candidates against the new setup_B_breakout and setup_C_oversold_reversal rubrics using fresh live data (same day, still actionable):\n- GIL: re-scored 4/5 on setup_B_breakout (see updated watchlist entry above) -- moved from excluded to watchlist.\n- SHOP: would score well on setup_B_breakout's points (above 200 EMA either way the disputed EMA figure resolves, cleared its pre-earnings ~$112-123 range by 70%+, RSI 67.6 in-band, MACD buy), but this is now 2 trading days past the actual Aug 5 breakout with no pullback and price still grinding higher ($206.42 close Aug 6 -> $210.19 intraday Aug 7) -- setup_B's own entry_trigger (breakout close or early next session) does not cover chasing an extended move 2 days late with no new level to break through. Left excluded; worth revisiting only if it forms a fresh consolidation/pullback.\n- TD: found a real data-quality bug, not a trading signal -- today's original scan recorded TD at $107.09 CAD, but two independent fresh sources (tradersunion.com, stockanalysis.com) both show ~$168-171 CAD instead, a >50% discrepancy. Under the corrected price TD is near the top of its 52-week range ($168.71 vs $100.01-$175.33) but below both its ~$173 resistance and its analyst target ($161.77, already below current price) -- no confirmed breakout, setup_B does not apply. Left excluded. The $107.09 figure should be treated as unreliable if it resurfaces.\n- GRT.UN: current price $93.02 is still meaningfully below its actual 52-week high ($101.50) -- not approaching or breaking a resistance level, and the original MACD reading remained internally ambiguous. Does not fit setup_B. Left excluded.\n- WCP: specifically re-checked against setup_C_oversold_reversal given its RSI-24 read earlier this week. A single authoritative timestamped source (investing.com, Aug 7 2026 05:07PM GMT) gives RSI(14) 53.535 (neutral) and MACD +0.010 -- not oversold, and this resolves the multi-day RSI data conflict this ticker has carried since 08-05 in WCP's favor of the reading being bad data, not a live reversal signal. Does not fit setup_C today. Left excluded.\nNet: one watchlist promotion (GIL), no new_buys. This is treated as a healthy result, not a failure of the fix -- it shows the new setup scoring gives breakout/reversal candidates a fair look without manufacturing false positives on data that doesn't hold up.",
  "candidates_evaluated_count": 30,
  "sectors_evaluated": [
    "Consumer Discretionary",
    "Financials",
    "Technology",
    "Materials",
    "Energy",
    "Real Estate",
    "Consumer Staples",
    "Utilities",
    "Industrials",
    "Telecom"
  ],
  "lessons_applied": [
    "narrow_funnel (retrospective.json, still active -- 0 distinct tickers closed program-to-date): applied by rotating the sector-sweep to the last untouched sector_universe entry (Communication Services), deprioritizing reconfirmation of 19 recurring/carryover names (SU, POW, ALA, CPX, CIGI, DOL, CLS, MDA, EIF, KXS, X, MFC, IFC, MRU, RCI.B, BCE, T, NTR, FTT), and evaluating 30 distinct tickers across 10 sectors -- clearing funnel_breadth's min_candidates_evaluated_per_scan (15) and min_sectors_represented (5).",
    "entry_setup_scoring_fix (this session, 2026-08-07): retroactively re-scored today's excluded candidates against the newly-added setup_B_breakout and setup_C_oversold_reversal rubrics; GIL promoted to watchlist as a result, TD's price data flagged as unreliable ($107.09 vs corrected ~$169)."
  ],
  "signals": {
    "new_buys": [],
    "holds": [],
    "exits": [],
    "watchlist": [
      {
        "ticker": "GIL",
        "waiting_for": "Confirm today's breakout volume (Aug 7) is >1.2x the 20-day average via one authoritative live-volume source. Setup B (breakout) re-score, 2026-08-07 retroactive re-evaluation: price $81.69-81.74 (confirmed above the $74.96 and $77.81 resistance levels the stock had been consolidating under), above its 200d EMA ($75.97), RSI 66.6 (in-band), MACD +1.19 (buy), SMA20>SMA60 bullish. 4/5 on setup_B_breakout scoring -- qualitative sources describe 'growing, above-average buyer volume' but no source gave a precise ratio against the 20-day average, so this is the one missing confirmation. If confirmed, promote to new_buys; if volume was NOT actually elevated, this was a low-volume drift back above old resistance, not a genuine breakout -- exclude instead of carrying indefinitely."
      }
    ]
  },
  "excluded": [
    {
      "ticker": "TD",
      "reason": "Toronto-Dominion Bank (Financials). RSI 62.5, MACD +2.35 buy, above its 200-day MA ($89.32) -- but average analyst target ($90.21) sits below the current price ($107.09), a 'nearly fully valued'/downside-skew signal, and Big Six banks are flagged sector-wide as trading in valuation 'bubble territory' (15.3x earnings, 50% above historical average). Scores only 2/5 -- outside the 35-60 pullback zone, no pullback or volume-decline confirmation. Excluded as extended, not a fresh entry."
    },
    {
      "ticker": "SHOP",
      "reason": "Shopify (Technology). Jumped 25-28% on its Aug 5 earnings beat; RSI 67.6, MACD bullish, reclaimed its 200 EMA. This is a post-earnings breakout/gap continuation, not a pullback entry -- scores only 2/5 (missing pullback, RSI-in-zone, volume-decline). Sources also gave conflicting 200-period EMA figures ($124.66 vs $164.65). Excluded on setup-type and data-quality grounds."
    },
    {
      "ticker": "CSU",
      "reason": "Constellation Software (Technology). Earnings scheduled Aug 11, 2026 -- inside the 3-trading-day exclusion window from today (Aug 7). Hard excluded regardless of technicals, which weren't available anyway."
    },
    {
      "ticker": "BB",
      "reason": "BlackBerry (Technology). RSI 57.85 (in the 35-60 pullback zone) and MACD +0.85 buy looked promising, but P/E is 84.7-91.2x, far above the base 9-35 band with no commodity exception available (Technology, not Energy/Materials). Hard fundamental P/E exclude."
    },
    {
      "ticker": "OTEX",
      "reason": "Open Text (Technology). Reported Q4 FY2026 earnings the day before (Aug 6); no confirmable RSI, MACD or 200-day EMA data returned today. Fresh post-earnings event risk plus data gap -- excluded rather than guessed."
    },
    {
      "ticker": "AEM",
      "reason": "Agnico Eagle Mines (Materials). A live, single-source, timestamped technical read (investing.com, Aug 7 3:00pm GMT) showed the stock up +7.36% intraday to $180.28 with RSI 81.9 -- severely overbought, above even the aggressive leading-sector breakout ceiling of 75. A breakout/gap day, not a pullback. (Two earlier searches gave conflicting/stale 200-day MA figures of $158.86 and $187.98 before this live read resolved it to $148.27.) Excluded as overbought."
    },
    {
      "ticker": "WPM",
      "reason": "Wheaton Precious Metals (Materials). Reported Q2 2026 earnings the day before (Aug 6) with an investor call this morning (Aug 7); no confirmable RSI, MACD or 200-day EMA data returned. Fresh post-earnings event risk plus data gap."
    },
    {
      "ticker": "WCP",
      "reason": "Whitecap Resources (Energy). One source flagged RSI14 at 24 (oversold, below the 35 floor) with MACD/RSI 'dipping into the 0 lines' -- continues the unresolved data-quality/conflicting-signal problem first flagged 2026-08-05 (MACD direction disagreement across sources). Not cleanly resolved today either; excluded again pending a genuinely authoritative single-source read."
    },
    {
      "ticker": "GRT.UN",
      "reason": "Granite REIT (Real Estate). Now has confirmable technicals (was a data gap on 08-06): RSI 66.97-70 (extended, outside the 35-60 pullback zone) and a MACD reading internally described as both a positive value (1.80) and 'negative momentum' -- genuinely ambiguous, not awarded a point. Scores ~1/5; extended off its post-earnings pop (Aug 5) rather than pulling back."
    },
    {
      "ticker": "ATD",
      "reason": "Alimentation Couche-Tard (Consumer Staples). Now has confirmable technicals (was a data gap on 08-06): 200-day MA $70.40 reads as a Sell signal (price below it), MACD -0.11 sell, RSI 46.7-49. Fails the hard trend gate despite attractive fundamentals (FY26 EPS +22% YoY, 19-analyst consensus Buy)."
    },
    {
      "ticker": "SU",
      "reason": "Suncor Energy (Energy). Resurfaced again via recurring lists; one of the 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 recurring lists; already excluded 2026-08-04/08-05 for lack of confirmed technical data within budget. Not reconfirmed today."
    },
    {
      "ticker": "ALA",
      "reason": "AltaGas (Utilities). Resurfaced via recurring lists. 2026-08-05 flagged RSI/MACD-direction conflicts and an internally inconsistent moving-average reference; not re-verified today as search budget prioritized fresh names."
    },
    {
      "ticker": "CPX",
      "reason": "Capital Power (Utilities). Reported Q2 2026 earnings Aug 5; resurfaced via recurring lists. Carried forward excluded, not reconfirmed today."
    },
    {
      "ticker": "CIGI",
      "reason": "Colliers International (Real Estate). Already excluded 2026-08-05 on the trend gate (price below its 200-day MA) plus conflicting P/E readings. Not reconfirmed today."
    },
    {
      "ticker": "DOL",
      "reason": "Dollarama (Consumer Discretionary). Already excluded 2026-08-05 on the fundamental P/E gate (40.29, above the base 9-35 band). Not reconfirmed today."
    },
    {
      "ticker": "CLS",
      "reason": "Celestica (Technology). Resurfaced via the same stale June institutional-accumulation piece (confirmed dated June 8, 2026 on 08-06). 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; previously confirmed below its 200-day MA with earnings inside the exclusion window on 2026-08-05. Carried forward excluded, not reconfirmed today."
    },
    {
      "ticker": "MFC",
      "reason": "Manulife Financial (Financials). Excluded 2026-08-06 at RSI 71.28 (too extended, 'significantly overvalued' per GuruFocus), scored 2/5. Not reconfirmed today."
    },
    {
      "ticker": "IFC",
      "reason": "Intact Financial (Financials). No RSI, MACD, 200-day EMA or P/E data returned 2026-08-06. Not reconfirmed today."
    },
    {
      "ticker": "MRU",
      "reason": "Metro Inc (Consumer Staples). No usable technical data returned 2026-08-06; Q3 results due mid-August. Not reconfirmed today."
    },
    {
      "ticker": "RCI.B",
      "reason": "Rogers Communications (Telecom). No confirmable RSI/MACD/200-day EMA data 2026-08-06 despite clean earnings-window status. Not reconfirmed today."
    },
    {
      "ticker": "BCE",
      "reason": "BCE Inc (Telecom). Was inside the earnings-exclusion window on 2026-08-06 (reported that day) and below its 200-day EMA. Not reconfirmed today."
    },
    {
      "ticker": "T",
      "reason": "TELUS (Telecom). Excluded 2026-08-06 on a dividend-cut red flag plus earnings-proximity uncertainty (conflicting Jul 31/Aug 7 earnings-date references). Not reconfirmed today despite today being the disputed Aug 7 date -- deprioritized per narrow_funnel budget allocation; worth a clean earnings-date re-check tomorrow."
    },
    {
      "ticker": "NTR",
      "reason": "Nutrien (Materials). Excluded 2026-08-06 on MACD -0.72 (sell) plus fresh post-earnings event risk (reported Aug 5). Not reconfirmed today."
    },
    {
      "ticker": "FTT",
      "reason": "Finning International (Industrials). Excluded 2026-08-06 on a negative post-earnings reaction (-5.83% on Aug 6) with no RSI/MACD confirmation available. Not reconfirmed today."
    }
  ]
}
