Blog: Interviews

This past Friday, I sat down with BNN's Michael Hainsworth to discuss the current state of the financial, telecom, and media sectors, positioning for rising interest rates - and why I have been trimming some positions across my portfolio. Watch the full video here...

Yesterday, I discussed with Paul Bagnell at BNN why I think Canadian banks still offer value to investors in Canada. While the housing market and energy losses are a concern at the banks, I still believe our largest Canadian Banks can be a great investment for the...

Sat with BNN's Amber Kanwar and Jon Erlichman yesterday to discuss why investors are "being forced into equities" because of low interest rates - and that the alternative to not being in the stock market is nothing.  While the overall market isn't cheap, we should see...

Yesterday, I sat down with Greg Bonnell on BNN's The Close to discuss why my investment strategy isn't being influenced by the Brexit vote, and why valuations are the real market challenge.  Watch the full interview here

Yesterday, I sat down with Michael Hainsworth on BNN's The Close.  We discussed the pharma sector and why I still see the opportunities despite the cloud of concern over a few players. We also discussed where I see the oil and gas sectors heading over the next while....

This morning I discussed with Amber Kanwar at BNN that the depth of the equity market losses so far this year don't make sense.  Stocks have been trading like there's a recession and it's time for investors to take advantage of the fall and look for buying...

Great conversation with Michael Hainsworth today on BNN's The Close. We discussed the markets, interest rates, and the technology, banking, and biotech sectors.  Watch the full interview here.

I sat down to speak with Mark Bunting at BNN.  We spoke about the economy, a broad range of market sectors including: energy, manufacturing, biotech, and the banks - and also where I look for investments outside Canada.  Watch the full video here.

This morning I sat down with Paul Bagnell from BNN.  We discussed the markets, current volatility, the automotive and banking sectors, and why the markets are likely to move higher in Q4. Watch the full interview here.

Friday, I sat down with Amber Kanwar from BNN.  We discussed the value in Canadian banking stocks, the recent purchase by BMO of General Electric's Transportation Finance Division in the U.S, and the opportunities in the financial sector.  Watch the full interview...

Yesterday, I spoke with Greg Bonnell at BNN and discussed China's lagging growth, selloffs in the tech sector, investors looking for growth in new areas, and the TSX over this last week. Watch the full interview here >

Yesterday, I sat down with Michael Hainsworth at BNN to discuss why buying in this market is difficult.  We covered selloffs in the banking group, interest rate cut impacts, energy and tech sectors, and value vs momentum investing. Watch the full interview here >

Friday, I sat down with Amber Kanwar from BNN. We discussed M&A in the semiconductor and energy sectors, the Canadian transportation / rail market, as well as how the largest Canadian banks are doing during these more challenging economic times. We also discussed...

Yesterday, I sat down with Michael Hainsworth at BNN to discuss the U.S. markets, the US Jobs Report, and where interest rates may be headed later this year.  We also chatted about the financial, oil and biotech sectors.  Watch the full interview here.

This past Monday, I spoke with Frances Horodelski on Business Day AM at BNN about the bull market and why I believe it will continue for some time.  See the full video on BNN here.

This past Friday I spoke with with Greg Bonnell from BNN's The Close.  We discussed the wild 5 day ride in the markets, the continuation of the bull market, low interest rates, governments remaining accommodating, and oil.  Watch the full video here.

Today, I spoke with Frances Horodelski on Business Day AM at BNN about expectations for the month ahead and why I see value in the big five banks.  We covered the banks, China, interest rates, and inflation.  See the full video on BNN here.

February 6 on BNN's Business Day AM with Frances Horodelski, we discussed how investors can strategize their portfolios in a low oil environment.  Key areas discussed included:  growth in full time jobs, low Canadian dollar, opportunities outside of Canada still...