Analyst RecommendationJean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, joins BNN Bloomberg as markets slip from record highs. If COVID takes a bad turn he likes Nautilus and AirBoss. He sees higher inflation for longer and likes Keg Royalties Income Fund, Restaurant Brands, and Cogeco Commu1nications to play that.
https://www.bnnbloomberg.ca/video/higher-inflation-for-longer-rather-than-transitory-timelo-s-jean-francois-tardif~2248457