Amazon and Canadian Tire: Consumer Discretionary Sector Standouts

June 18, 2024
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.

Amazon and Canadian Tire: Consumer Discretionary Sector Standouts

by Lee Grimshaw, CFA®, ICD

Recorded on May 30, 2024

This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.

All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Past performance is not a reliable indication of future performance.

Lee Grimshaw, CFA®, ICD

Lee joined TriCert Investment Counsel in 2019. As a Portfolio Manager, Lee focuses on advising individuals, households and corporations on suitable investment decisions to meet their financial goals. Lee is a member of the finance sector research team and works closely with the financial planning team and accounting partners to provide investment advice.


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