Analyst RecommendationSTEP was one of his 5 recommendations as the thinks that it trades at half the value of TCW. Tardif has been around for awhile; he used to work with Peter Hodson at Sprott. GLTA
Tech stocks are a no-go for me. I prefer value, cheap names: Strategist
Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, joins BNN Bloomberg as investors await the Fed rate decision. Tardif notes rates will continue to move higher. He advises investors to look at companies that could benefit from rising prices, such as small energy names and home builders.
https://www.bnnbloomberg.ca/video/tech-stocks-are-a-no-go-for-me-i-prefer-value-cheap-names-strategist~2434321