Dec 6, 2017
Kash Pashootan's Top Picks: December 6, 2017
BNN Bloomberg
Kash Pashootan, CEO and chief investment officer at First Avenue Investment Counsel
FOCUS: North American dividend stocks and portfolio construction
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MARKET OUTLOOK
- Volatility will be a buying opportunity.
- Market growth transitioning to multiple expansions to earnings growth.
- Don’t underestimate investors psychology.
TOP PICKS
NEW FLYER INDUSTRIES (NFI.TO)
CITY HOLDING COMPANY (CHCO.O)
COLUMBIA BANKING SYSTEM (COLB.O)
DISCLOSURE | PERSONAL | FAMILY | PORTFOLIO/FUND |
---|---|---|---|
NFI | Y | Y | Y |
CHCO | Y | Y | Y |
COLB | Y | Y | Y |
PAST PICKS: JULY 18, 2016
DINEEQUITY (DIN.N)
- Then: $82.32
- Now: $49.53
- Return: -39.83%
- Total return: -34.34%
CISCO SYSTEMS (CSCO.O)
- Then: $29.91
- Now: $37.39
- Return: 25.00%
- Total return: 30.55%
TELUS (T.TO)
- Then: $42.96
- Now: $48.33
- Return: 12.50%
- Total return: 18.91%
TOTAL RETURN AVERAGE: 5.04%
DISCLOSURE | PERSONAL | FAMILY | PORTFOLIO/FUND |
---|---|---|---|
DIN | N | N | N |
CSCO | N | N | N |
T | Y | Y | Y |
TWITTER: @KashPashootan
WEBSITE: www.firstavenuecounsel.com