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Value opportunities still exist in shift to stock-picker's market


Value opportunities still exist in shift to stock-picker’s market
Helen Burnett-Nichols
Published April 27, 2021
Estee Lauder Companies Inc. saw its skin care sales increase during lockdown and margins improve with direct-to-consumer online sales, but the makeup, fragrance, and duty-free segments of its business are expected to come back as economies reopen and travel resumes. REUTERS/Lucy Nicholson/Files
LUCY NICHOLSON/Reuters
Encouraged by rising interest rates on long-term bonds and optimism over global reopening plans, the rotation toward value and cyclical names took hold late last year and is expected to continue as economic activity picks up. But while opportunities are arguably not as plentiful as they were a few months ago, portfolio managers say there are still pockets of value to uncover in several sectors. ....

British Columbia , Keith Richards , Sean Oye , Norman Levine , Kraft Heinz Co , Estee Lauder Companies Inc , Jp Morgan Chase , Jpmorgan Chase Co , Nicola Wealth Management Ltd , Portfolio Management Corp , Amadeus It Group , Valuetrend Wealth Management Inc , Value Index , Valuetrend Wealth Management , Kraft Heinz , Portfolio Management , Estee Lauder Companies , Spain Based Amadeus , Nicola Wealth Management , பிரிட்டிஷ் கொலம்பியா , கேய்ட் ரிச்சர்ட்ஸ் , நார்மன் லெவின் , கிராஃப்ட் ஹெய்ன்ஸ் இணை , மதிப்பீட்டாளர் லாடர் நிறுவனங்கள் இன்க் , ஜ்ப் மோர்கன் துரத்து , ஜுப்ம்ொர்கண் துரத்து இணை ,

Four-day rally pushes S&P/TSX composite to record high, U.S. stock markets also climb


U.S. stock markets also shined, with the tech-heavy Nasdaq composite and S&P 500 reaching new closing and intraday highs.
In New York, the Dow Jones industrial average was up 332.26 points at 31,055.86. The S&P 500 index was up 41.57 points at 3,871.74, while the Nasdaq was up 167.20 points at 13,377.74.
Investors were reacting to signs of an impending U.S. stimulus package and supportive economic data, said Anish Chopra, managing director with Portfolio Management Corp.
Between stimulus to help the U.S. get through the COVID period and jobless claims falling below what s expected, just that whole package of positive economic news is certainly helping the markets, he said in an interview. ....

New York , United States , Nova Scotia , Janet Yellen , Anish Chopra , Energy Corp , Gold Inc , Canada Goose Holdings Inc , Oceanagold Corp , Manulife Financial Corp , Portfolio Management Corp , Generations Energy Ltd , Saputo Inc , Brookfield Asset Management Inc , Dow Jones , Portfolio Management , Treasury Secretary , Canada Goose Holdings , Generations Energy , Brookfield Asset Management , Manulife Financial , New Gold , Canadian Press , Business Finance , Finance General , புதியது யார்க் ,

Showdown 2021: How to play both sides of the tug of war between stay-at-home and reopening stocks


Important to remember that, for now at least, COVID-19 is still calling the shots
Author of the article: Geoff Zochodne
Publishing date: Dec 29, 2020  •  December 29, 2020  •  5 minute read  • 
2021 could be a comeback year for stocks that benefit from more freedom of movement, especially if they make sense in a world that isn’t going to just drop habits it picked up during the pandemic, such as shopping online. Photo by Walt Disney World/Getty Images/Reuters
Article content
The investing tug of war between stay-at-home and out-and-about stocks isn’t over yet, but the pricey valuations of many pandemic “winners” and solid fundamentals elsewhere have some experts seeing growing potential in reopening-related plays heading into 2021. ....

Norman Levine , Live Nation Entertainment Inc , Portfolio Management Corp , Walt Disney Co , Spain Amadeus It Group , Vail Resorts Inc , Ticketmaster Owner Live Nation Entertainment , Toronto Based Portfolio Management Corp , நார்மன் லெவின் , வாழ தேசம் பொழுதுபோக்கு இன்க் , போர்ட்‌ஃபோலீயோ மேலாண்மை கார்ப் , வால்ட் டிஸ்னி இணை , ஸ்பெயின் அமேடியஸ் அது குழு , வெயில் ரிசார்ட்ஸ் இன்க் , டிக்கெட் மாஸ்டர் ஓநர் வாழ தேசம் பொழுதுபோக்கு , டொராண்டோ அடிப்படையிலானது போர்ட்‌ஃபோலீயோ மேலாண்மை கார்ப் ,

Investors look with optimism to 'year of the vaccine'


Ross Marowits, The Canadian Press
On Jan. 1, investors celebrating Bay Street’s best returns since the global financial crisis couldn’t have known what kind of year they were about to face.
The year on stock exchanges was marked by swift and frequent changes in reaction to news events, with updates on the number of active Covid-19 cases or the latest round of vaccine trials moving the needle as much as traditional economic indicators like the unemployment rate or central bank policy changes.
With 2021 fast approaching, analysts are by and large are optimistic about the year to come. Still, they caution that the same volatility will likely colour the early part of 2021 as new waves of Covid infections emerge and full-scale vaccination remains months away. ....

Saudi Arabia , Craig Fehr , Anish Chopra , Candice Bangsund , Michael Currie , Mike Archibald , Edward Jones , Toronto Stock Exchange , Portfolio Management Corp , Investments Inc , World Health Organization , Dow Jones , சவுதி அரேபியா , கிரேக் பெஹ்ர் , ஆநிஶ் சோப்ரா , மைக்கேல் கியூரி , மைக் ஆர்க்கிபால்ட் , எட்வர்ட் ஜோன்ஸ் , டொராண்டோ ஸ்டாக் பரிமாற்றம் , போர்ட்‌ஃபோலீயோ மேலாண்மை கார்ப் , முதலீடுகள் இன்க் , உலகம் ஆரோக்கியம் ஆர்கநைஸேஶந் , டோ ஜோன்ஸ் ,