Analyst RecommendationJohn Zechner wasn't asked about BRP on the show but you can see from his notes, that he recently added to his holdings. GLTA
In the last month, we added to positions in core U.S. tech stocks including Alphabet, Microsoft, Qualcomm, Paypal and AMD; also positions in GM, FedEx, Magna, BRP, Air Canada and U.S. financials (Citi, Amex and JP Morgan) on first-half weakness. Additionally, we see opportunities in energy, where the stocks dropped over 20 per cent in the June-July period despite trading at record low valuations. But the forces keeping energy prices high are enduring, whether there is a recession or not. Key names in the oil sector that we have been adding include Crescent Point, Whitecap Resources and Cenovus as well as natural gas producer Arc Resources.