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Stephen Takacsy's Top Picks: April 28, 2021


Stephen Takacsy s Top Picks: April 28, 2021
BNN Bloomberg
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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 “re-opening trade”, but rather holding more stable companies and a larger cash balance, even at the risk of lagging the broader market on the upside. ....

Andrew Peller , Stephen Takacsy , Savaria Corp , Lester Asset , Lester Asset Management , Peller Estates , Sienna Senior , Ithink Research , Senior Living , ஆண்ட்ரூ பெல்லர் , சவேரியா கார்ப் , லெஸ்டர் சொத்து , லெஸ்டர் சொத்து மேலாண்மை , பெல்லர் தோட்டங்கள் , சியன்னா மூத்தவர் , சிந்தியுங்கள் ஆராய்ச்சி , மூத்தவர் வாழும் ,