We’re still dealing with Covid-era distortions in tech fundamentals: Portfolio manager Kevin Burkett

Markets
08-23-2023

July 24, 2023

Kevin Burkett, portfolio manager at Burkett Asset Management, tells BNN Bloomberg that valuations are very rich in the tech sector and that YTD gains in this sector are all driven by companies with more resilient earning streams. He believes that the mega cap tech and health care sectors could be vulnerable to political pressures from the U.S. elections in 2024. He also discusses the impact of rate hikes on Canada’s housing market.



Bare trusts exempt from new reporting rules for 2023, CRA says

Markets
04-17-2024

March 28, 2024 - The Canada Revenue Agency says it won’t require Canadians with bare trusts to adhere to complex new tax-reporting…


Why this money manager is buying Intact and selling Choice Properties REIT

Markets
04-15-2024

April 12, 2024 - Money manager Kevin Burkett isn’t waiting to see if the economy has a soft or hard…