David Burrows, president and chief investment strategist at Barometer Capital Management
Focus: North American large caps
MARKET OUTLOOK
“I have more confidence today that we have continued into this bull market. Just like we corrected through 2015 and 2016, we corrected through 2018 and now we likely have a full leg in front of us, another 24-30 months.”
TOP PICKS
AIR CANADA (AC:CT)
JPMORGAN (JPM:UN)
TERADYNE (TER:UW)
| DISCLOSURE | PERSONAL | FAMILY | PORTFOLIO/FUND |
|---|---|---|---|
| AC | Y | N | Y |
| JPM | Y | N | Y |
| TER | Y | N | Y |
PAST PICKS: FEB. 7, 2019
CANADIAN APARTMENT REIT (CAR-U:CT)
- Then: $48.75
- Now: $54.41
- Return: 12%
- Total return: 14%
MASTERCARD (MA:UN)
- Then: $213.97
- Now: $287.21
- Return: 34%
- Total return: 35%
SERVICENOW (NOW:UN)
- Then: $226.96
- Now: $279.73
- Return: 23%
- Total return: 23%
Total return average: 24%
| DISCLOSURE | PERSONAL | FAMILY | PORTFOLIO/FUND |
|---|---|---|---|
| CAR-U | N | N | Y |
| MA | N | N | Y |
| NOW | N | N | N |
WEBSITE: barometercapital.ca
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