Show notes
Everything you thought you knew about the stock market is changing. David Burrows, Chairman & CIO of Barometer Capital Management tells In the Money with Amber Kanwar it's time to end the love affair with the MAG 7 tech giants, as he predicts that tech will no longer lead the market. He also shares why we've reached the end of U.S. market exceptionalism—and why that's a good thing for Canadian stocks. Tune in to find out which stocks he's buying right now, and what key factors he looks for when identifying the best investment opportunities. Whether you're an experienced investor or just getting started, you won’t want to miss this insight-packed discussion.Subscribe for more expert stock picks, market insights, and the latest trends in finance!Timestamps For detailed show notes, navigate using the timestamps below:00:00: Show intro01:45: David’s investment approach03:15: David explains why there’s a shift in markets right now08:20: How long will this market shift last?10:20: What does the market shift mean for Canada?11:40: Why David isn’t betting on tech14:00: Why David is growing his cash position right now15:30: In the Money Mailbag: David’s thoughts on grocers like Metro and what tariffs mean for them21:00: David’s thoughts on Starbucks and its turnaround22:10: Can Canada Goose go back to being a growth stock?23:10: Why David likes TMX Group 27:00: David’s outlook on copper and Ivanhoe Mines29:30: David’s outlook on Alamos Gold33:10: David’s thoughts on dividend paying stocks35:00: What does David think about Bank of New York Mellon?36:45: David’s Pro Picks46:00: Goodbye & Coming up SponsorsThis episode is sponsored by BMO InvestorLine.Investing can be intimidating, but it doesn’t have to be. With BMO InvestorLine, you have the tools and resources you need to make informed decisions and build a successful portfolio. Their easy-to-use platform, packed with research, tools, and commission-free trading on over 100 popular ETFs, can help you take control of your financial future. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16 For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more informationLinksFollow In the Money:Visit the website: https://inthemoneypod.com/ Submit a question: [email protected] Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en Facebook: https://www.facebook.com/profile.php?id=61569721774740 Twitter/X: https://twitter.com/inthemoneypod TikTok: https://www.tiktok.com/@inthemoneypod?lang=enFollow David:X: https://x.com/barometercaDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.BMO DISCLAIMER Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. 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