Jesse Gamble Top Picks for Jan. 28, 2025 - BNN Bloomberg
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Article Excerpt
Jesse Gamble, senior vice president and portfolio manager, Donville Kent Asset Management FOCUS: Canadian growth stocks
Top picks: Zedcor, Enterprise Group, Cipher Pharmaceuticals
MARKET OUTLOOK:
For every negative, one can point to a positive in today’s macro environment. Rates are now going in the right direction and there’s strong secular growth in certain industries. Stocks aren’t as cheap as they were a year ago but there are still pockets of value, especially in the small and mid cap space. That being said, political turmoil will increase day to day volatility with back and forth on t…
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