David Burrows’ Market Outlook – July 18, 2018

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.