Q: Dear 5i Team:
I always enjoy your 5 from 5i section. Usually contain at least one if not more thought provoking articles and help me to understand the BIG picture better.
First a non-question! Who in the team "curates" these articles?! Thee is some consistency here.
From Ritzhold's article: Based on their take on opportunities, what are the stocks/sectors you would suggest? Financials? Stocks that will benefit from inflation!! Energy. I couldn't "decode" this article into actionable ideas.
I always enjoy your 5 from 5i section. Usually contain at least one if not more thought provoking articles and help me to understand the BIG picture better.
First a non-question! Who in the team "curates" these articles?! Thee is some consistency here.
From Ritzhold's article: Based on their take on opportunities, what are the stocks/sectors you would suggest? Financials? Stocks that will benefit from inflation!! Energy. I couldn't "decode" this article into actionable ideas.
5i Research Answer:
The list is a team effort, headed by Michael, a 5i analyst. But every week we all see interesting pieces worthy of note. We are not sure there are dramatic portfolio moves needed from the article. Basically, it is stressing that the US economy remains in good shape, and should be able to handle whatever the administration throws at it. Earnings and rates remain key. We would continue to favour the US over Canada for stock investments, generally.