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Jason Del Vicario s Top Picks: Jan 26, 2021

Jason Del Vicario s Top Picks: Jan. 26, 2021 BNN Bloomberg VIDEO SIGN OUT Focus: North American growth stocks MARKET OUTLOOK: The equity markets continue to show tremendous strength as we head into the new year. Investors have the speculative bit in their teeth and are bidding up assets/stocks with nice stories and large TAMs to levels we haven’t seen since the tech bubble of 1998-2000. In particular, stocks with no free cash flow or positive earnings seem to be the flavour du jour. When this ends we have no idea but this time is not different and valuations do matter in the long term. We continue to focus on companies that have a demonstrated history of achieving high returns on invested capital with little to no debt, and have achieved this through strong and weak economic conditions. We feel that investors, more than ever, need to focus on having a diversified portfolio geared towards their specific return requirements and time horizon. It is very easy in this ty

Jason Del Vicario s Top Picks: Dec 17, 2020

Jason Del Vicario s Top Picks: Dec. 17, 2020 BNN Bloomberg VIDEO SIGN OUT Focus: North American growth stocks MARKET OUTLOOK November saw equities rally strongly as the political situation in the U.S. stabilized to a certain degree and the prospect of effective COVID vaccines were positive developments. No matter what metric one uses, stocks are expensive but for interest rates; if rates stay this low for a long time, then one can convince themselves these prices make sense. We are skeptical enough to be diversified across cash, government bonds, gold (which has struggled of late) and a basket of stocks that sport consistently high returns on invested capital. These strong moat companies continue to dominate our holdings and we continue to add companies that meet our criteria, but are outside of North America. Valuations offshore are more reasonable and we feel the diversification across different currencies is warranted at this juncture as well.

Low interest rates and COVID-19 vaccine hopes could drive Santa Claus rally

Low interest rates and COVID-19 vaccine hopes could drive Santa Claus rally
theglobeandmail.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theglobeandmail.com Daily Mail and Mail on Sunday newspapers.

How a resistance to ESG investing is hurting your portfolio Plus, why Enbridge is a buy, and top stock picks from portfolio managers

How a resistance to ESG investing is hurting your portfolio Plus, why Enbridge is a buy, and top stock picks from portfolio managers
theglobeandmail.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theglobeandmail.com Daily Mail and Mail on Sunday newspapers.

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