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BNN Bloomberg Market Call – Michael Sprung’s Top Picks and Outlook, October 24, 2018

After nine and a half years of expansion since the financial crisis of 2008, expectations of continuing synchronized expansion have begun to diminish. While the developed economies continue to exhibit progress, those in the emerging markets have begun to falter. Countries with high debt levels are being negatively impacted as central banks tighten monetary conditions through higher interest rates. Given the availability of low rate debt, consumers and governments in the more developed countries will also begin to feel the pinch of higher rates.
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THIRD QUARTER 2018 RETROSPECTIVE AND PROSPECTIVE – Trade Cliff Hanger

As the third quarter drew to a close, Canada had yet to come to terms with the US and Mexico on a renewed trade agreement. Investors woke up on Monday, October 1, 2018 to news that a deal had in fact been cobbled together at the last minute and that all was well in the world. [+] Read More

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Michael Sprung’s Top Stock Picks on BNN Bloomberg Market Call, August 22, 2018

Market participants are becoming more cognizant of the possible negative economic outcomes surrounding many of the political and geopolitical issues facing the world today. [+] Read More

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SECOND QUARTER 2018 RETROSPECTIVE AND PROSPECTIVE – Trade Machinations

Trade tensions intensified in the second quarter of 2018. The US aggressively enacted more encompassing tariffs that were soon countered by their disgruntled trading partners. [+] Read More

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Michael Sprung’s Top Stock Picks on BNN Bloomberg Market Call, July 16, 2018

Until recently, markets shrugged off political and geopolitical developments. However, investors were shaken in the latter part of the second quarter as tensions intensified regarding global trade in reaction to a series of tariffs and counter tariffs that were enacted. Global stock market volatility increased as investors exited positions in June and markets lost some of the gains that had been achieved earlier. It is becoming increasingly apparent that the US is no longer going to accept what it views as asymmetrical trade and military alliances as the status quo. This state of affairs has enormous implications for the US and its trading partners. Corporate profits would be severely impacted by a prolonged trade war.
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BNN Bloomberg Market Call – Michael Sprung’s Top Picks and Outlook

We have been of the opinion that valuations have been stretched following ten years of market advances. In this environment, value rather than momentum will become more important in stock selection as investors seek to minimize risk on the downside. Investors should continue to seek well financed, well managed companies that are selling at attractive price levels. [+] Read More

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Investor’s Digest of Canada – Best Buys from Michael Sprung

Investor’s Digest of Canada – Best Buys from Michael Sprung Investor’s Digest of Canada has been named “The World’s Best Investment Advisory” — five times — by the Specialized Information Publishers Association of Washington, D.C. Published bi-weekly, this information-packed advisory is the key source of investment knowledge for individual investors in Canada. While volatility since … [+] Read More

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FIRST QUARTER 2018 RETROSPECTIVE AND PROSPECTIVE

Despite a strong start in January, global stock markets became unnerved in the latter part of the first quarter of 2018. Rising trade tensions contributed to the unease investors exhibited as the US took a stronger stance on bilateral trade negotiations through the enactment of targeted tariffs. In addition, inflation and rising interest rates caused concern amongst investors. The dominant technology stocks that had been largely contributing to the markets’ advance came under pressure as political scrutiny prompted calls for greater regulation in the industry. [+] Read More