David Burrows, president and chief investment strategist at Barometer Capital Management
Focus: North American large caps


MARKET OUTLOOK

“In this bull market we have an incredibly jittery group of investors, so sentiment has remained very muted and positioning was actually was very defensive coming into the selloff...

“The advent over the last five years of systematic, quantities funds has become important. When there’s a news-driven event, if you got jittery, long-only investors, the systematic funds when they come in to sell and they hit their trigger points, it has a big impact and that’s what you saw yesterday.”

TOP PICKS

David Burrows' Top Picks

David Burrows, president and chief investment strategist at Barometer Capital Management, shares his top picks: Disney, Marvell Technology and Agnico Eagle.

DISNEY (DIS.N)

MARVELL TECHNOLOGY GROUP (MRVL.O)

AGNICO EAGLE MINES (AEM.TO)

 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
DIS N N Y
MRVL N N Y
AEM N N Y

 

PAST PICKS: SEP. 20, 2018

David Burrows' Past Picks

David Burrows, president and chief investment strategist at Barometer Capital Management, reviews his past picks: Hess Corp., JPMorgan and Boeing.

HESS CORP (HES.N)

  • Then: $69.38
  • Now: $58.20
  • Return: -16%
  • Total return: -15%

JPMORGAN (JPM.N)

  • Then: $118.63
  • Now: $109.25
  • Return: -8%
  • Total return: -5%

BOEING (BA.N)

  • Then: $367.46
  • Now: $330.60
  • Return: -10%
  • Total return: -8%

Total return average: -9%

 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
HES N N Y
JPM N N Y
BA N N N

 

WEBSITE: barometercapital.ca
TWITTER: @barometercap