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Why Canadian stocks are at interesting juncture, with MCT’s Dean Orrico
In this episode of Trust Issues, we speak to Dean Orrico, President and CEO of Middlefield Group, a specialist asset manager that's based in Toronto. We speak about the firm's investment trust Middlefield Canadian Income (MCT) and why Canadian stocks look particularly attractive at the moment.
There are several factors at play here, including low valuations, indirect exposure to the US , a growing LNG industry, and a rapidly increasing population that is driving economic growth and supporting the housing market. You can skip to individual questions using the timestamps below:
00:00 - Risk warnings and intro
01:28 - What is Middlefield Canadian Income?
05:38 - What are Canadian equity valuations like today?
07:30 - Can Canadian stocks get you indirect exposure to the US?
12:35 - What factors are supporting real estate valuations?
18:49 - What impact is Canada's population growth having on the MCT portfolio?
25:12 - Is there any chance regulatory change will lead to more housing supply?
28:26 - What is the opportunity in Canadian LNG? Has Russia's invasion of Ukraine changed things?
31:25 - Are we at the end of rate hiking cycle and what's your near term outlook for the market?
Visit the MCT website - https://tinyurl.com/4n9pdnj8
Read our latest research note on MCT - https://tinyurl.com/jmefw5ww
Intro music by State Azure, used with permission.
View all episodes
By Kepler PartnersIn this episode of Trust Issues, we speak to Dean Orrico, President and CEO of Middlefield Group, a specialist asset manager that's based in Toronto. We speak about the firm's investment trust Middlefield Canadian Income (MCT) and why Canadian stocks look particularly attractive at the moment.
There are several factors at play here, including low valuations, indirect exposure to the US , a growing LNG industry, and a rapidly increasing population that is driving economic growth and supporting the housing market. You can skip to individual questions using the timestamps below:
00:00 - Risk warnings and intro
01:28 - What is Middlefield Canadian Income?
05:38 - What are Canadian equity valuations like today?
07:30 - Can Canadian stocks get you indirect exposure to the US?
12:35 - What factors are supporting real estate valuations?
18:49 - What impact is Canada's population growth having on the MCT portfolio?
25:12 - Is there any chance regulatory change will lead to more housing supply?
28:26 - What is the opportunity in Canadian LNG? Has Russia's invasion of Ukraine changed things?
31:25 - Are we at the end of rate hiking cycle and what's your near term outlook for the market?
Visit the MCT website - https://tinyurl.com/4n9pdnj8
Read our latest research note on MCT - https://tinyurl.com/jmefw5ww
Intro music by State Azure, used with permission.