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


MARKET OUTLOOK

"We have been bullish since the end of March based on the fact that we had so much stimulus pushed into the system and the fact there are few alternatives for investors to focus on. Having said that, for the last three weeks market has been narrowing and the leadership, which has been very clear off the lows being technology and healthcare, is starting to run into some headwinds."

TOP PICKS

David Burrows' Top Picks

David Burrows shares his top picks: CP Rail, Home Depot and Rio Tinto.

CP RAIL (CP TSX)

HOME DEPOT (HD NYSE)

RIO TINTO PLC (RIO NYSE)

 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
CP N N Y
HD N N Y
RIO N N Y

 

PAST PICKS: AUGUST 6, 2019

David Burrows' Past Picks

David Burrows reviews his past picks: Disney, Marvell Technology and Agnico Eagle.

Walt Disney (DIS NYSE) - Sold on July 1, 2020 at $112.82

  • Then: $141.87
  • Now: $116.98
  • Return: -18%
  • Total return: -17%

Marvell Technology Group (MRVL NASD) – Sold on July 15, 2020 at $36.54

  • Then: $24.27
  • Now: $35.73
  • Return: 47%
  • Total return: 49%

Agnico Eagle Mines (AEM TSX)

  • Then: $75.35
  • Now: $98.74
  • Return: 31%
  • Total return: 33%

Total return average: 22%

 

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

 

WEBSITE: barometercapital.ca
TWITTER: @BarometerCap