Rosie

Gluskin Sheff Strategist David Rosenberg

The Globe and Mail has published commentary from Gluskin Sheff and Associates Chief Ecnomist and Strategist David Rosenberg, a well known, bearish leaning investor, highlighting compelling valuation metrics in Canada's commodities sector.

"One would have to believe that the commodity equity space has tremendous valuation support. And imagine what sort of re-rating we would ever see — wouldn’t that come as a big surprise to this unloved, underowned sector — if resource prices ever managed to catch a bid."

This is notable in that Rosie is well followed in New York financial circles and by the media. Hopefully, global investors are paying attention and that the resources equities rebound I keep dreaming about starts to truly take shape.

Read: Rosenberg: Make no mistake, TSX materials stocks are super cheap