[TOP STORY] Growth stocks: ‘From growth abundance to growth scarcity’

SIMON BROWN: I’m talking now with Michele Santangelo, portfolio manager at Independent Securities. We’re talking growth stocks. Michele, I appreciate the early morning.

SIMON BROWN: You also made the point around structural growth versus perhaps momentum. Zoom is an example. Yes, we all Zoom now, but that really was a momentum story. Truthfully, I could Zoom, I could Teams, I could Google Meet – the list just goes on and on. What you really want to focus on are those companies with structural growth.The structural growth companies are where you’re going to see long-term tailwinds supporting the growth of those companies.

MICHELE SANTANGELO: Yes, it’s absolutely a wonderful company. It is one of the large caps that I do mention. But it still has a really good growth trajectory to it. As you said, you use it and anyone who has an online business in design – whether it’s designing videos or audio or visual effects – [is] going to be using Adobe’s product, simply because it is really one of the best in the whole world.

But we do find quite a few small- and mid-cap opportunities, and one of the examples might be Canada Goose.

SimonPB

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