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James Telfsers Top Picks: Feb. 17, 2021 BNN Bloomberg VIDEO SIGN OUT Focus: North American stocks MARKET OUTLOOK: The combination of low interest rates with historic levels of fiscal and monetary support will continue to lead to premiums on companies demonstrating above average growth. The shrinking opportunity set for positive risk-free real rates of return will continue to push investors out on the risk curve, into equities and alternative income solutions. This scenario also brings o...

Barry Schwartzs Top Picks: April 1, 2021 Miley Cyruss offer shows how stocks are now cool A traditional Wall Street advantage is suddenly being threatened S&P 500 surges past record 4,000 on growth outlook Killing off Libor gets real for banks on key milestone date Megadeal surge leads Canada to record first quarter for M&A Kim Boltons Top Picks: March 31, 2021 MLB looks to NFTs as a cutting edge opportunity: Blue Jays President Reddit-inspired retail traders open tip-trading bar in Tokyo S&P 5...

Jaime Carrascos Top Picks: Feb. 5, 2021 BNN Bloomberg VIDEO SIGN OUT FOCUS: Precious metals and North American dividend stocks MARKET OUTLOOK: Like a broken record over the last couple of years I have been telling investors to slowly build their allocations in precious metals using the two main investing rules of the late great Jesse Livermore: 1. It was never my thinking that made the big money for me. It was always my sitting. Got that? My sitting tight! 2. Patience is the key to succ...

Brian Maddens Top Picks: Feb. 3, 2021 BNN Bloomberg VIDEO SIGN OUT FOCUS: Canadian stocks MARKET OUTLOOK: With the transition of presidential power complete, investors can breathe a sigh of relief knowing that an endless string of nonsensical tweets are unlikely to roil markets as they did over the preceding four years and can return their focus to macroeconomic and company specific fundamental analysis. Not all are doing so, however, with retail investors in particular creating a sides...

John Zechners Top Picks: Feb. 1, 2021 BNN Bloomberg VIDEO SIGN OUT Focus: North American large cap stocks MARKET OUTLOOK: Despite continued easy money policies from central banks, we believe there will be some upward pressure on longer-term interest rates. The cyclical/resource sectors of the stock market should start to play some ‘catch up’ to the growth sectors of the market, which are elevated due to low interest rates. While excessive bullishness and some concerning techni...

U.S. stocks slump as oil declines; bonds advance Bitcoins carbon footprint conveniently downplayed during rally Stephen Takacsys Top Picks: March 22, 2021 Larry Berman: Seasonality and stimulus supportive for Q2 Powell playing risky game with markets on inflation: CIBCs Tal BlackRock cuts fees on US$7.6B style ETFs to near zero Anthony Scaramucci is backing the latest bid for a bitcoin ETF Infrastructure bank can bridge risk gap even in low-cost financing climate, CEO says Gordon Reids Top Pick...

Andrew Moffs Top Picks: Jan. 28, 2021 BNN Bloomberg VIDEO SIGN OUT FOCUS: Real estate stocks MARKET OUTLOOK: Caution has returned to the market, catalyzed by Republican resistance to President Biden’s stimulus bill and vaccination delays due to problems related to rapidly expanding production capacity. Globally, there is a coordinated effort to backstop the economy. At the conclusion of Wednesday’s two-day meeting, the U.S. Federal Reserve signaled its US$120 billion monthly a...

Paul Harris Top Picks: Jan. 27, 2021 BNN Bloomberg FOCUS: North American and global stocks MARKET OUTLOOK: The question now is what the world will look like in 2021 and beyond. While the vaccine development has certainly changed the outlook for the pandemic, its impact may be delayed by the escalating case numbers and the logistical challenge of its distribution, both of which might slow the economic and earnings recovery in the U.S. and Canada. Our best guess is that the U.S. and Canada will r...

Jason Del Vicarios 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....

Lorne Steinbergs Top Picks: Jan. 22, 2021 BNN Bloomberg VIDEO SIGN OUT Focus: Global value stocks and high yield bonds MARKET OUTLOOK: Despite the high number of COVID-19 infections and hospitalizations at present, the vaccine rollout should be completed in most countries by year-end, at which time the global economy will settle into a new normal.  In the meantime, we expect governments to continue to borrow funds to support the economy, with central banks providing ongoing monetary st...