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CLPIF - January Portfolio Update: Bingo With L Brands Low-Risk Companies On The Radar
Compagnie des Alpes
2020 started off well for the markets despite the Coronavirus outbreak. The earnings season kicked off in which consumer companies are outperforming yet again with Apple (AAPL) and Amazon (AMZN) at the forefront. I believe we are in an environment where excessive risk-taking is applauded and investors are starting to believe that nothing can go wrong with the market as the Fed will keep pumping it. As a consequence of economic risks due to the existence of the longest bull market ever, I am starting to focus on low-risk cash flow