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Canadian Value
Canadian Value
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Where Trapeze Asset Management's Randall Abramson Sees Opportunity Today

February 11, 2014 | About:

Randall Abramson thinks we are currently in a bifurcated market.

He sees one part of the market that reminds him of the dot-com bubble where new IPO stocks trade at unreasonable levels.

Abramson is currently short one company that is trading at 20x revenue with no profits. The company has a $6 billion market cap.

On the other hand Abramson sees companies in the materials sector that are very reasonably priced. He especially sees that in the small cap Canadian sector.

About the author:

Canadian Value
http://valueinvestorcanada.blogspot.com/

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