August 3rd, 2011 (6 minutes)
This special online video features Bob Gorman, Chief Portfolio Strategist, TD Waterhouse, in conversation with Patricia Lovett-Reid.
While the US debt ceiling deal removed the threat of an imminent technical default by the US Government, some uncertainty still remains in the equity markets. Bob explains why the opportunity cost of keeping excess cash in a portfolio could be high. He also shares key emerging investment themes and names of some sectors and stocks that he likes.
During the interview, Gorman addresses the following questions:
- Should investors be staying in cash?
- What key investment themes are emerging from the global debt issues?
- What role can dividend paying companies play in the portfolio?
- Which sectors and stocks do you currently find attractive?
- Final advice to investors
Click here or on the image to view:
Source: TD Waterhouse
