We recently had an enlightening deep-dive conversation with Purpose Investmentsā Greg Taylor, portfolio manager of the Purpose Marijuana Opportunities Fund (MJJ.NO) about his outlook for the hot Canadian cannabis sector. He also manages Purpose Investmentsā Canadian Equity mandates, so we also discussed his outlook for the Canadian energy and banking sectors as well.
Related Posts
Are Return Expectations For 2025 Too High?
by Lance Roberts, RIA In a recent post, I discussed Wall Streetās return estimates for 2025 for the…
Inflation Tames, Economy Gains: A Resilient Start to 2025
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Stephen Dover: Trump day 1āImplications for investors
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Yesterday, Donald Trump was inaugurated…
Jurrien Timmer: Life is a Festival of Disruption (Week of 1/21/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Remembering the Great David Lynch…
Tariffs, Trump, and Dairy Drama: The Crumbling Outlook for Canada's Protected Producers
by SIACharts.com Supply management in Canada, introduced in 1972, regulates dairy, chicken, turkey, and egg prices through production…
No More Trailers, Its Show Time
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Trump 2.0 starts next week, and everyone is sure…
Tactically Bearish As Risks Increase
by Lance Roberts, RIA In last weekās discussion with Thoughtful Money, I noted that we are becoming more…
Bonds ā The dual benefit
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…