Some of them are resource-related, some of them are in manufacturing, and some of them are industrial.

Youssef Zohny

Categorized in : Company News

It looks like the market was pretty pleased with the U.S. jobs report this morning, and that's led to some risk appetite, energy has been on a nice run, so I wouldn't be surprised to see a pullback.

We are seeing some weakness in the financials, most of that is du... by Youssef Zohny

We are seeing some weakness in the financials, most of that is due to some of the budget changes.

The overall U.S. dollar weakness is opening the door for a rally in the commodity sectors, materials, and in particular precious metals, are very attractive here, given some of the relative valuations that we're seeing.

The markets are starting the week off with some optimism. Investors are looking to the Fed meeting to get some clarity on possible interest rate hikes, it looks like markets have priced in rate increases in September, and possibly June.

Investors are starting to pick through the rubble and the relative valuations in the (energy) sector look a bit better.

The volatility in oil prices continues to drive the energy sector, and it seems like it's trying to find a base.

We continue to see volatility (in oil prices). We expect violent... by Youssef Zohny

We continue to see volatility (in oil prices). We expect violent moves both ways.

We're looking at the sectors with the most value, and the resource sectors look very attractive relative to the rest of the market.

In the energy and materials names, a lot of the damage has been d... by Youssef Zohny

In the energy and materials names, a lot of the damage has been done.