Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
The research team at BMO Capital Markets published the quarterly Best of BMO report of top ideas from their analysts.Analysts sticking with their previous top idea are Rene Cartier , Joel Jackson , Andrew Mikitchook Kevin O’Halloran , Devin Dodge , Fadi Chamoun , Tami Chen , Etienne Ricard , Thanos Moschopoulos and Ben Pham .
“The market is telling us that we are in a “Model Shift” when it comes to future growth and profits. The S&P 500, by its nature, is a long-duration animal, which means that gazing at the trailing or one-year forward P/E multiple is looking at things over a lagged or coincident time frame. Investors are clearly looking out beyond one year across an entire gamut of indicators and developments, so the classic way we look at valuations may not be appropriate today.
6-12m: We turn less bearish on CAD over the medium-term as tariff risks become better priced or are negotiated away. CAD also exhibits less sensitivity to a slowdown in global manufacturing and trade, while the government’s tax holiday and resilient US growth should serve as tailwinds.
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