Wednesday, February 10, 2016

Top Picks from Christine Poole: GOOG Alphabet, HD:Home Depot, and CGX:Cineplex

Christine Poole, CEO & managing director, GlobeInvest Capital Management
FOCUS: North American Large Caps
The risk-off trade is dominating equity markets. Recession fears, emerging markets contagion, and crude oil price swings are some of the factors tempering investor enthusiasm for equities. Undeniably, the collapse in energy prices has significantly, negatively affected economic conditions in regions which are overly dependent on energy revenues. Investor angst about the oil markets and impact on the U.S. economy, however, appear to be excessive. (More)

No comments:

Post a Comment