Jason Del Vicario's Top Picks: January 22, 2018 [Business News Network (BNN) Energy & Resources (Canada)]
VAN ECK VECTORS GENERIC DRUGS ETF (GNRX)
US:NASDAQ Investor Relations:
vaneck.com/etf/equity/gnrx/overview
Company Research
Source: Business News Network
Jason Del Vicario's Top Picks: January 22, 2018 Jason Del Vicario, portfolio manager at HollisWealth Focus: North American growth stocks _______________________________________________________________ MARKET OUTLOOK The North American equity markets performed well in Q4. In particular, our high return on equity (ROE)/growth stocks surged after spending Q3 in neutral. This is a familiar pattern of late (last ~24 months) where we see our basket of stocks move higher quickly and then trade sideways for a while as they digest the gains, only to again surge higher around two to four months later. This is in large part attributable to generally favourable economic conditions and front running the expected Trump tax cuts. While we believe our core stable of companies and other consistent ROE generators can outperform no matter the general market conditions, we are mindful that we are late cycle. We are now almost nine years removed from the last recession and bear market. We’ve been ke
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