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


MARKET OUTLOOK

"[2018] was a very challenging year for a lot of people because every year there's some kind of selloff — some bigger than others —,but there's only one other year in 50 years where you had two sell-offs in one year like we did ... and that was in 1994 [during] a mid-cycle slowdown and a bull market correction and, despite being incredibly frustrating, the following year was up 38 per cent ... I think last year was much like that same type of event."

TOP PICKS

David Burrows' Top Picks

David Burrows, president and chief investment strategist at Barometer Capital Management, shares his top picks: Canadian Apartment REIT, Mastercard and ServiceNow.

CANADIAN APARTMENT REIT (CAR_u.TO)

MASTERCARD (MA.N)

SERVICENOW (NOW.N)

 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
CAR-U N N Y
MA N N Y
NOW N N Y

 

PAST PICKS: JAN. 31, 2018

David Burrows' Past Picks

David Burrows, president and chief investment strategist at Barometer Capital Management, reviews his past picks: Microsoft, Charles Schwab and United Rentals.

MICROSOFT (MSFT.O)

  • Then: $95.01
  • Now: $105.57
  • Return: 11%
  • Total return: 13%

CHARLES SCHWAB (SCHW.N)
Last sold on June 28, 2018 at $51.32.

  • Then: $53.34
  • Now: $45.48
  • Return: -15%
  • Total return: -14%

UNITED RENTALS (URI.N)

  • Then: $181.11
  • Now: $128.20
  • Return: -29%
  • Total return: -29%

Total return average: -10%

 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
MSFT N N Y
SCHW N N N
URI N N Y

 

FUND PROFILE

Barometer Capital Balanced Fund Class - F
Performance as of: Jan 31, 2019

  • 1 month: 2.58% fund, 3.85% index
  • 1 year: -6.59% fund, 2.06% index
  • 3 years: 5.22% fund, 5.84% index

INDEX: 25% MSCI World TR (CAD$), 25% TSX, 50% Dex Cdn Universe Bond Index.
Returns are net of fees and annualized.

TOP 5 HOLDINGS

  1. Visa: 3.4%
  2. UnitedHealth Group: 3.4%
  3. Boston Scientific: 3.1%
  4. Waste Connections: 3.0%
  5. Walt Disney: 2.7%

WEBSITE: barometercapital.ca
TWITTER: @BarometerCap