The Globe & Mail: Bloodbath in Canadian small caps leaving bargains in its wake

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In addition to steering clear of Canadian energy and mining small caps, one way to limit exposure to commodity weakness is by investing in companies with substantial cross-border revenues, said David Barr, chief investment officer at PenderFund Capital Management. “If you’re increasing your risk profile and investing in concept stocks or unproven resource plays, that’s where you can get really smoked in the small-cap market.” Tim Shufelt

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