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March 27, 2019

BNN Bloomberg Market Call - Stephen Takacsy's Top Picks: March 27, 2019

At the end of last year we saw a massive sell-off in stock markets, which was in part a healthy and long overdue correction. However, this correction was magnified by mindless algorithmic trading, momentum and quant funds and retail panic selling. We mentioned last time that this indiscriminate liquidation had created huge opportunities, particularly in the small- and mid-cap sectors, where many good companies were trading at historic low valuations despite record results and strong prospects.

Watch the interview with Stephen here.