Canadian tech. High-yield dividend plays. Semiconductor, defense, energy, and mining picks. Our panelists know their sectors inside and out—and they’ll share their highest-conviction ideas for the year ahead. No hedging. No generalities. Just the specific names and the clear thesis behind each one.
- It has been a harsh decade for small cap investors, but one of these days they are going to move big—and make the pain of the past ten years go away
- Peter will discuss where we are in the cycle now, as well as the conditions needed for a small cap rally
- Plus, he’ll share several investing ideas that should do well when the cycle turns