Search for positive change drives Fidelity manager's stock picks

Mark Schmehl pays little heed to traditional valuation measures.

Jade Hemeon 8 February, 2018 | 6:00PM

Mark Schmehl, portfolio manager at Fidelity Investments in Toronto, has a voracious appetite for excitement that is stimulated by fast-moving stock markets.

In seeking holdings for the three funds he manages -- Fidelity Canadian Growth Company, Fidelity Special Situations and Fidelity Global Innovators Class -- he is constantly on the hunt for companies riding a wave of positive change.

These companies could be based anywhere in the world, operate in any business and be of any size. They could be former losers coming off the bottom or high-flyers with more room to soar, but the common element is forward movement.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Dollarama Inc46.60 CAD1.41
First Quantum Minerals Ltd13.45 CAD6.58
Hudbay Minerals Inc4.61 CAD2.90
Interbit Ltd0.73 CAD4.29
Microsoft Corp213.67 USD-0.30
PayPal Holdings Inc178.40 USD-2.64
Shopify Inc A1,402.41 CAD-0.73
Square Inc A128.05 USD-1.04
Take-Two Interactive Software Inc153.91 USD2.09

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Jade Hemeon

Jade Hemeon  

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