Interest rates have bounced back up (a bit) from rock bottom, where they were last week. As a result, bond values fell. China also fell, right when I thought it was an attractive buy. Ouch! It looks like it’s back to holding European stocks (XIN).

Some American names that look promising, along with those I mentioned last week, include UnitedHealth Group (UNH) and Bristol-Myers Squibb (BMY).

Canadian names from last week also remain attractive, but now include Brookfield Asset Management (BAM.a).

In other news, the Apple Watch announcement is today. I’m not buying one until it’s suitable for swimmers.

Market Outlook March 8, 2015

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