Stock Picking is Key

Canoe Financial’s Rob Taylor says The case for stock-picking is simple: there is an over-concentration, and over-valuation, in a few names, while others have been largely ignored

Michael Ryval 21 January, 2021 | 12:46AM
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Apple Picking

While equity markets appear to be on a tear, thanks in part to optimism that the COVID-19 vaccines will prompt an economic turnaround, Rob Taylor argues that many valuations are full and stock-picking discipline is the key to generating returns.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Anthem Inc380.30 USD0.00Rating
Canoe Equity Portfolio Class F19.61 CAD1.19Rating
Tourmaline Oil Corp42.87 CAD0.00

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Michael Ryval  

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