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Sharon Kubicek
Alisa Carli
Zahid Chaudhery
Christine Duggan

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1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
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Commentary

August 2020

Equity Strategy

Be Careful What You Pay For And How Much You Pay For It 

While we have repeatedly expressed a bullish view on equities in the last several months, we have also maintained that being selective is becoming increasingly important as major stock indices have rebounded aggressively off the late-March lows. An example of opportunities that still exist are housing related stocks as the North American housing market continues to surprise to the upside thanks to rock bottom interest rates and pent-up demand...

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Do not hesitate to give either of us a call at 416 359-7565 or 416-359-7564 or email Sharon Kubicek or Alisa Carli if you have any questions respecting your portfolio and the prevailing investment, economic and political issues at play today.
 

Sharon and Alisa