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.
Recent Posts
- Is the spend in AI and data centres ‘justified’?: Small on tech stocks – BNN Bloomberg
- Bank of Canada holds key interest rate | Is a raise or a cut next? Investment advisor explains – CP24
- One of the ‘cheapest big-cap tech names out there’: Small on Meta – BNN Bloomberg
- Investment opportunities outside of tech – BNN Bloomberg
- ‘If I had to say buy, hold or sale, I would say it’s a hold’: Small on Canadian banks – BNN Bloomberg