Amazon and Canadian Tire: Consumer Discretionary Sector Standouts

In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, sits down with TriCert Investment Counsel Portfolio Manager Lee Grimshaw, CFA®, ICD, to delve into the consumer discretionary sector. Starting with Amazon's impressive performance and Canadian Tire's resilience to the potential of home improvement giants like Home Depot, Lee shares valuable perspectives on key players and future opportunities.

Discover how inflation trends, interest rates, and evolving consumer behaviours shape the sector, and get a sneak peek into the strategic moves that could define the coming quarters.

Recorded on May 30, 2024

 

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