TSX:HWX - Post Discussion
Post by
retiredcf on Oct 17, 2023 12:45pm
$100 Oil?
Yet another analyst who can forsee this on the horizon. GLTA Select retail & commodity stocks to shine, banks to lag in stagflationary climate: Portfolio manager
Thierry Tremblay, portfolio manager at Shinder Tremblay Private Wealth with iA Private Wealth, joins BNN Bloomberg and says that stagflation, characterized by higher inflation and lower growth, would negatively affect telecom and bank stocks. However, opportunities lie in the select retail and energy sector stocks. He recommends Dollarama and Metro.
https://www.bnnbloomberg.ca/video/select-retail-commodity-stocks-to-shine-banks-to-lag-in-stagflationary-climate-portfolio-manager~2788113
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