U.S. stocks have been underperforming since Donald Trump was
sworn in as President in January but James Cook, Portfolio
Manager at Matco says he’s not ready to give up on American
equities just yet. Still, the global fund manager also thinks
there’s opportunity outside of the U.S., specifically in markets
like Japan - where Warren Buffet is doubling down- and Europe-
where defense spending is on the rise. He shares where he’s
finding growth at a reasonable price, the best ways to get
started with global equities, and reveals the top 3 stocks he’s
buying right now. Don't miss this global investment outlook!
Timestamps
00:00: Show intro
02:00: U.S. stocks are underperforming, what should investors
do?
6:00: The pain is in tech stocks, is it time to buy on the
dip?
7:40: Germany is turning on the taps, is it a tailwind for
European stocks?
9:00: James explains his investment process and portfolio
10:20: In the Money Mailbag: Warren Buffett’s Berkshire Hathaway
is investing even more in Japan. Does James like the
region?
16:00: Will European stocks continue to outperform and what
equities does James like right now?
22:15: The Hang Seng is on a run but James is underweight China.
Find out why?
26:15: Would James buy the dip on Meta?
29:20: Is Mattel a buy?
32:45: Is it time to buy CSX?
36:19: Would James buy United Health at these levels?
39:30: James’s Pro Picks
46:00: Coming up & goodbye
Sponsors
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For over 25 years, Raymond James has been helping Canadians
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advisors, $88 billion in assets under management, and capital
markets services. With no proprietary product to push, their
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Pro Picks is brought to you by ATB Financial. With $62 billion in
assets, ATB Financial is powering possibilities for more than
820,000 financial services clients in Alberta and beyond. ATB's
Capital Markets arm is a full-service investment dealer that
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ATB.com/inthemoney for more information
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