TSX:ATD - Post Discussion
Post by
retiredcf on Jan 06, 2024 12:52pm
Avenue Investment Management
ATD is mentioned in the last couple of minutes of this clip; it's one of his long time holdings. GLTA
The big question for this year is, what is the outlook for earnings? Portfolio manager
The markets seem to like the narrative that there will be rate cuts this year, but historically cutting cycles aren’t always a positive time for stocks, says Bryden Teich, partner and portfolio Manager at Avenue Investment Management. Teich says earnings outlooks will provide investors with a broader sense of the economy. His stock picks include TFI International (TFII, TSX), and Autozone (AZO, NYSE).
https://www.bnnbloomberg.ca/video/the-big-question-for-this-year-is-what-is-the-outlook-for-earnings-portfolio-manager~2840704
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