Everything you thought you knew about the stock market is
changing. David Burrows, Chairman & CIO of Barometer Capital
Management tells In the Money with Amber Kanwar it's time to end
the love affair with the MAG 7 tech giants, as he predicts that
tech will no longer lead the market. He also shares why we've
reached the end of U.S. market exceptionalism—and why that's a
good thing for Canadian stocks. Tune in to find out which stocks
he's buying right now, and what key factors he looks for when
identifying the best investment opportunities. Whether you're an
experienced investor or just getting started, you won’t want to
miss this insight-packed discussion.
Subscribe for more expert stock picks, market insights, and the
latest trends in finance!
Timestamps
For detailed show notes, navigate using the timestamps below:
00:00: Show intro
01:45: David’s investment approach
03:15: David explains why there’s a shift in markets right
now
08:20: How long will this market shift last?
10:20: What does the market shift mean for Canada?
11:40: Why David isn’t betting on tech
14:00: Why David is growing his cash position right now
15:30: In the Money Mailbag: David’s thoughts on grocers like
Metro and what tariffs mean for them
21:00: David’s thoughts on Starbucks and its turnaround
22:10: Can Canada Goose go back to being a growth stock?
23:10: Why David likes TMX Group
27:00: David’s outlook on copper and Ivanhoe Mines
29:30: David’s outlook on Alamos Gold
33:10: David’s thoughts on dividend paying stocks
35:00: What does David think about Bank of New York Mellon?
36:45: David’s Pro Picks
46:00: Goodbye & Coming up
Sponsors
This episode is sponsored by BMO InvestorLine.Investing can be
intimidating, but it doesn’t have to be. With BMO InvestorLine,
you have the tools and resources you need to make informed
decisions and build a successful portfolio. Their easy-to-use
platform, packed with research, tools, and commission-free
trading on over 100 popular ETFs, can help you take control of
your financial future. Learn more at
bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. They are Canada's largest
independent financial services firm with over 520 dedicated
advisors, $88 billion in assets under management, and capital
markets services. With no proprietary product to push, their
advisors are free to focus on the unique needs of their clients.
Whether you are saving for your children’s education, preparing
for retirement, or safeguarding wealth for future generations,
Raymond James is committed to guiding you every step of the way.
Visit raymondjames.ca today to discover how you can live a life
well planned.
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
offers investment and corporate banking, sales and trading,
institutional research, and risk management. Visit
ATB.com/inthemoney for more information
Links
Follow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: questions@inthemoneypod.com
Follow In the Money on Instagram:
https://www.instagram.com/inthemoneypod/?hl=en
Facebook:
https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
Follow David:
X: https://x.com/barometerca
DISCLAIMERS
The information provided in this podcast is for informational
purposes only and does not constitute financial, investment, or
professional advice.The views expressed by the host and guests
are their own and do not necessarily reflect the opinions of any
organization or company.The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned
subsidiary of Bank of Montreal. Member – Canadian Investor
Protection Fund and Member of the Canadian Investment Regulatory
Organization.
The opinions and views expressed in this presentation are those
of the presenter and not necessarily BMO InvestorLine Inc. This
presentation is prepared as a general source of information and
is not intended to provide legal, investment, accounting or tax
advice, and should not be relied upon in that regard. If legal or
investment advice or other professional assistance is needed, the
services of a competent professional should be obtained. Any
information contained in this presentation does not constitute
and shall not be deemed to constitute advice, an offer to
sell/purchase or as an invitation or solicitation to do so for
any entity. The content of this presentation is based on sources
believed to be reliable, but its accuracy cannot be guaranteed.
BMO InvestorLine Inc. and its affiliates, sponsors and employees
do not accept responsibility for the content and makes no
representation as to the accuracy, completeness or reliability of
the content and hereby disclaims any liability with regards to
the same.
Kommentare (0)
Melde dich an, um einen Kommentar zu schreiben.