Every year, our company participates in the Toronto MoneyShow. This year, of course, it had to be a virtual conference, but it still gave us a chance to talk to investors and present our views. The big question from investors, of course, is, ”Why is the market rallying?” We’ve discussed possible reasons for this in an earlier column, so today we will focus instead on five possible investment themes you can consider for the next 12 to 18 months in the market. This was our main focus to investors at the Virtual Conference this week.
Look for companies where the global shutdown really just doesn’t matter
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Many companies were experiencing very fast growth earlier this year, when COVID-19 was just a problem overseas. Now, these companies are perhaps seeing a slowdown, but the slowdown is just a change in the rate of growth. They are still growing quickly, but maybe ‘only’ at 50 per cent instead of 70 per cent. Companies such as Crowdstrike (CRWD), Alteryx (AYX), Docusign (DOCU), Adobe (ADBE), Kinaxis (KXS), Goeasy (GSY), Real Matters (REAL) and Aritzia (ATZ) are examples for this theme.