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John O’Connell.

Tibor Kolley/The Globe and Mail

For this week's live discussion at Inside the Market, we were joined by John O'Connell, CEO and portfolio manager at Davis Rea Ltd.

With over 25 years of experience in financial services, John is a Chartered Financial Analyst and a Fellow of the Canadian Securities Institute. He was previously with Dominion Securities and was a founding partner in The Harbour Group, helping to grow the firm to be the largest team within RBC Dominion Securities, with over $2.8-billion in management.

John focuses on North American mid to large cap firms. We found out his latest market outlook and stock picks, and much more, in this discussion.

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(Darcy Keith, the usual moderator for our weekly chats, will return next week).

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