Guardian’s Michele Robitaille trims energy holdings
Trimark’s Michael Hatcher cites expanding markets for smaller-ticket premium brands
In part three, the managers comment on their exposure to various non-financial sectors and some of the holdings they favour
In part two, the managers discuss their strategies in the financial services sector
In part one of the roundtable, the managers discuss discuss the overall prospects for this market segment
Tetrem's Daniel Bubis says some defensive dividend stocks just “bond proxies”
In part three, the managers outline their portfolio strategies and share their views on several of the biggest names in Canada’s energy sector
In part two of the roundtable, the managers discuss the challenges facing the Canadian energy sector, share their thoughts on materials
Part one of the roundtable focuses on North American energy stocks
In part three of the U.S. equities roundtable, the managers list their picks in the industrial, consumer and financial sectors