David Burrows, president of Barometer Capital Management, 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: Is the U.S. market being dragged higher by the tech stocks?
Part 2: David’s opinion on Stanley Black & Decker and how he analyzes securities.
Part 3: David’s views on MSCI, FMC Corp., Micron and FedEx.
Part 4: David discusses Mastec Inc. and home construction in the U.S.
Part 5: David comments on Raytheon, Apple’s cash reserves, Tech Resources and Celgene.
Part 6: David’s insights on Aurora Cannabis and the cannabis sector, Tencent and the price of oil and where it may be headed.
Part 7: Comments on portfolio rebalancing and Extendicare.
Part 8: David’s insights on Shopify, E*Trade Financial and Illumina.