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Q: Recently, in response to a question requesting your advice on a number of stocks including the above, you singled out MSFT and CRWD to "buy more". What are other stocks would you recommend to "buy more" at this time?
Thank you for your advice.

Read Answer Asked by sam on June 15, 2020

Q: Hi, Over past 2 weeks markets have seen a rotation from Technology sector and the Stay Home stocks ( like Netflix, Shopify, Alphabet and others) into Cyclical sectors (Banks and Industrials). Airlines, Cruiselines and Gaming/Entertainment ( like WYN etc ) stocks have also shot up recently. This sector rotation seems to be based on belief that with economy reopening ( and Federal Reserve with an endless supply of money/support), recovery may be much faster and stronger.

With this noticeable shift in market positioning, we would like to participate and hope to benefit in near as well long term. We have 15% weight in Canadian Banks. But among Industrials, only companies owned by us are CNR, RPI.un and BYD. We also started a small position in AC and Boeing, on Friday, with intentions to build over time.
We are looking for companies in this sector with strong fundamentals which are trading at a discount to their historical levels, for COVID related factors and depressed market sentiment. Could you please recommend a few names in Canada and US. Thank You

Read Answer Asked by rajeev on June 09, 2020
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