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0.000117757889778675 0.000117757889778675 0.00200188412623648 0.000942063118228901 -0.000235515779557183 0.00117757889778625 0.00176636834667929 0.00518134715025904
Stock impact report

Tim Regan's Top Picks for Feb. 3, 2026 [BNN Bloomberg (Canada)]

GFL Environmental Inc. Subordinate voting shares, no par value (GFL) 
Company Research Source: BNN Bloomberg
MARKET OUTLOOK: Markets spent 2025 focused on macro forecasts: tariffs, interest rates, trade agreements, and inflation. The uncertainty this created opened investing opportunities. When investors fixate on macro complexity and near-term concerns, they overlook business fundamentals. That's where we find value. The newspapers warn that the stock market is overvalued, citing the S&P 500's price-to-earnings ratio of 23.3 times versus a 50-year average of 19 times. This headline number is misleading. The Magnificent 7 trades at 30-50x earnings, while the remaining 493 companies trade at an average of 16 times. The market isn't uniformly expensive; it is bifurcated. The handful of technology giants may be expensive, but the more reasonably priced broader market is not. Plenty of opportunities exist for patient investors willing to look beyond the headlines. Looking Ahead Years like 2025, where the market composition favours areas we systematically avoid, are inevitable. Our appro Show less Read more
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