Tocqueville's Lambert: Covid's best opportunities are in the digital transformation of business

Paul Lambert, portfolio manager for the Tocqueville Opportunity Fund, said that the coronavirus pandemic has sped up the clock and created opportunities among technology companies focused on work-from-home and digital-transformation-of- business applications, though he warned that some popular stocks in those spaces have overheated and would be dangerous now, especially if they don't have strong financials and hefty recurring revenue streams. Also on the show, Tom Lydon of ETFTrends,com looks to Europe for his 'ETF of the Week,' Leonard Wright discusses the AICPA's latest Personal Financial Satisfaction Index and how disappointed Americans are feeling this far into the viral pandemic, and Damon Ficklin of Polen Global Growth Fund talks stocks in the Market Call.