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PUNDIT SCORES · TRACKED SINCE 2026
Chris Blumas
Portfolio Manager, Raymond James Investment Counsel · BNN Bloomberg Market Call guest
3
Picks on record
1/3
Beating their index
−4.8
Avg vs index · small sample
| Ticker | The pick | Picked | Source | Return | Vs. index |
|---|---|---|---|---|---|
| KKR US | Picked KKR after a 30% share-price decline, noting its $800B AUM and that redemption requests were "among the lowest in the industry," at ~15x forward earnings.logged retroactively from dated source | 2026-08-12 · $110.90 | BNN Bloomberg Market Call, Top Picks — Aug 12 2026 | −19.6% | −19.1 behind |
| GIB.A CA | Picked CGI as "well positioned to benefit from trends towards greater digitization and increased use of artificial intelligence" at 11x forward earnings.logged retroactively from dated source | 2026-08-12 · $102.99 | BNN Bloomberg Market Call, Top Picks — Aug 12 2026 | +7.9% | +9.4 ahead |
| STN CA | Picked Stantec after a 30%+ AI-fear decline, arguing AI "has the potential to make Stantec more efficient and improve project quality" at 16.5x forward earnings.logged retroactively from dated source | 2026-08-12 · $103.55 | BNN Bloomberg Market Call, Top Picks — Aug 12 2026 | −6.3% | −4.8 behind |
Picks are public statements, logged with sources and scored against the pick’s market index (TSX Composite for Canadian picks, S&P 500 for US). Price return only. Corrections: contact us.