Bill Harris' Top Picks: February 10, 2022
BNN Bloomberg
Top picks from Bill Harris, partner and portfolio manager, Avenue Investment Management
MARKET OUTLOOK:
Decelerating liquidity remains the single most important factor influencing market behaviour.
Low interest rates amplify the magnitude of the swings in stock prices.
While high multiple growth stocks have declined, stocks with more stable businesses are seeing investor interest.
We are still able to find high-quality businesses trading at reasonable valuations.
TOP PICKS:
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