"The Federal Reserve continues to be on a warpath and our playbook right now is to remain defensive. One of the names we like is Costar Group (CSGP) as we are starting to see apartment rental velocity accelerate as consumers seek out better value deals. Also, the number of units under construction is at an all-time high. Also, Brookfield Asset Management (BAM) has a countercyclical nature of their business as demonstrated by deploying dry powder which generated 18% in growth," says Bryan Lee.
18 Nov 2022
The Watch List
30 Jan 2023
Market On Close
24 Mar 2023
The Watch List
09 Feb 2023
The Watch List
25 Jan 2023
The Watch List
08 Mar 2023
The Watch List
22 Feb 2023