, an Investment Advisor at National Bank Financial
, shares his three top investment picks.
“Alphabet (formerly Google) is one of my favorite companies,” says White. “In some ways I look at Alphabet like a modern day Berkshire Hathaway in the way that they are diversifying their company. “Search” makes up a big part of their revenue still, however they have expanded into other areas such as mobile with Android, video subscriber with YouTube offerings and other technologies that could change the world, such as self-driving cars. To me, this is a fairly safe way to get exposure to some of the most exciting technology that could shape our society. I think you need to be careful with the valuation as it’s not exactly cheap right now, but a great company with great visionary leadership.
“I think that American banks in general are going to do well. I like JP Morgan currently because they are trading at reasonable multiples, which I believe are attractive. Again, I believe that this is a good company that you can be happy with holding for a long time.”
Manulife Strategic Income Fund
“On the fixed income side, I really like the Manulife Strategic Income Fund. It offers broad diversity to bond investing and you get to take advantage of some of the smartest bond investors in the world. When it comes to bonds, inventory is important. In order to get the best inventory, you need to be quite large. Manulife’s size, especially globally in places like Asia etc., offers the opportunity for investors to gain access to good bonds that they just wouldn’t be able to on their own. If you’re looking at pure North American bonds, the opportunities may be limited. However, this doesn’t mean that there aren’t good opportunities globally, and the Manulife Strategic Income Fund is taking advantage of them.”
National Bank Financial is an indirect wholly-owned subsidiary of National Bank of Canada. The National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA: TSX). The opinions expressed herein do not necessarily reflect those of National Bank Financial. The securities or sectors mentioned herein are not suitable for all types of investors. Please consult your investment advisor to verify whether the securities or sectors suit your investor’s profile as well as to obtain complete information, including the main risk factors, regarding those securities or
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