David Burrows, President and Chief Investment Strategist at Barometer Capital, shares his outlook for the markets on BNN Bloomberg, with a focus on North American large caps. The complete sequence in eight parts.
Part 1: There is no sign of recession on the horizon. Comments on Tilray and more.
Part 2: David’s thoughts on Canadian Natural Resources (CNQ), Enbridge, Intel and Amazon.com.
Part 3: Discussion on the Canadian life companies, Visa versus Square, sectors tied to reflation and Micron.
Part 4: Taking a look at how past picks are doing now. Discussion includes Rio Tinto, Fortive Corp. and E Trade Financial.
Part 5: Alibaba and the U.S./China trade dispute, BCE and TD Bank.
Part 6: David’s thoughts on CVS, Lockheed Martin, Boeing, the U.S. markets and Bank of America.
Part 7: Internet security stocks, CCL Industries, FedEx and the transport stocks, and Facebook.
Part 8: David’s top picks, including Hess Corp., JP Morgan Chase and Boeing.