Analyst RecommendationHe's a US analyst, however, FFH is a "big position" in their fund. GLTA
The markets have broadened out, and there's a lot to love: portfolio manager
Because we think easier financial conditions are ahead we favour exposure to economically sensitive sectors like tech and industrials, says James Callahan, portfolio manager at Barometer Capital Management. We like the deal for WWE Raw it should help NFLX to grow their ad supported business, says Callahan.
https://www.bnnbloomberg.ca/video/the-markets-have-broadened-out-and-there-s-a-lot-to-love-portfolio-manager~2852732