Martin Cobb’s Power Trio: Google It, Drill It, Build It
How Martin Cobb’s global investment picks—Techtronic, Alphabet, and CNQ—cut through the market noise and signal where smart money is headed.
Editorial Team (ET)May 29, 2025
When Martin Cobb speaks, smart investors listen.
As the senior vice-president of equities at Lorne Steinberg Wealth Management, Cobb is known not just for his ability to spot undervalued companies, but for the clarity with which he communicates a broader market outlook. In an era defined by uncertainty, tariffs, and technological disruption, Cobb’s latest commentary and top stock selections offer investors a map through the fog.
Global Market Outlook: Tariffs, Recessions, and Reality Checks
Cobb didn’t mince words in his most recent appearance. "Hoped I might get to write something here that didn’t mention tariffs but apparently not," he quipped, criticizing what he called America’s self-defeating trade policies. Whether it’s pressuring companies to manufacture iPhones domestically or slapping 50% duties on European imports, Cobb sees these moves as harmful rather than helpful.
And while recession fears continue to dominate headlines, Cobb remains unmoved by the noise. He dismissed the constant stream of doomsday predictions as distractions from the actual work of investing. "The U.S. economy spends some 95 per cent of its time not in recession," he said, making it clear that trying to position for short-term economic cycles is the wrong game entirely. The market, Cobb reminded viewers, is a discounting mechanism. And while April reflected some recognition of an economic slowdown, that prudence appears to be fading again as valuations creep back up.
Still, opportunities remain. And Cobb’s top picks reflect a mix of global exposure, dominant brands, and compelling valuations—no matter the headlines.
