James Thorne, Senior Portfolio Manager & Chief Capital Market Strategist, Caldwell Investment Management
Focus: U.S. Dividend Stocks

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MARKET OUTLOOK:

Markets are coming to grips with the fact that Trump will eventually get a portion of his economic agenda implemented. Pro-growth economic policies should generate a stronger economy in the United States. We expect the Federal Reserve to keep raising short term interest rates. In Europe we expect political uncertainty to decline and are interested in deploying more assets into this area. Greece will sign an agreement with the EBB and the IMF. As for Canada, we still believe that Canadian banks to expensive, and investors have not fully appreciated two things: that, yes, there is a housing cycle and that this time it’s not different.  

Top Picks:

Goldman Sachs (GS.N)

KB Home (KBH.N)

Global X MSCI Greece ETF (GREK.US)

 

Disclosure Personal Family Portfolio
 GS
KBH 
GREK 

 

James Thorne - Top Picks

James Thorne of Caldwell Investment Management shares his top picks: Goldman Sachs, KB Home and the Global X MSCI Greece ETF.

Past Picks:  FEBRUARY 27, 2017

Star Bulk Carriers (SBLK.O)

  • Then: $9.20
  • Now: $8.40
  • Return: -8.69%
  • TR: -8.69%

Bank of America (BAC.N)

  • Then: $24.57
  • Now: $23.84
  • Return: -2.95%
  • TR: -2.66%

Banco Santander (SAN.N)

  • Then: $5.36
  • Now: $6.72
  • Return: +25.46%
  • TR: +26.62%

Total Return Average: +5.09%

Disclosure Personal Family Portfolio
SBLK N N N
BAC Y Y Y
SAN Y Y Y

 

James Thorne - Past Picks

James Thorne of Caldwell Investment Management reviews his past picks: Star Bulk Carriers, Bank of America and Banco Santander.

 

Website: www.caldwellinvestment.ca