Stephen Takacsy s Top Picks: April 28, 2021
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FOCUS: Canadian stocks
MARKET OUTLOOK:
Amidst the on-going pandemic, financial markets continue to defy gravity and logic. Many bubbles have formed (housing, cryptocurrencies, SPACs), yet many attractive investment opportunities have also been created. While most sectors have rallied sharply from the lows of March 2020, there are still areas where valuations are attractive such as energy infrastructure, renewable energy producers, asset managers, and telecom. While vaccinations are increasing, so are the rates of infection, and consequently, lockdowns in many parts of the country remain strict. We therefore continue to be cautious in our approach: not wanting to be a hero by playing the âre-opening tradeâ, but rather holding more stable companies and a larger cash balance, even at the risk of lagging the broader market on the upside.
Stephen Takacsy s Top Picks: March 22, 2021
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Gestion d actifs Lester : au-delà des indices | Finance et Investissement
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