The Globe and Mail reports in its Saturday edition that money manager Rob Cavallo recently sold Stryker. The Globe's Brenda Bouw writes that Stryker is a medical-device company operating in the global orthopedic market. She quotes Mr. Cavallo saying: "We held it for a couple of years before finally exiting in late summer. The company's growth has slowed from low double-digits to single digits. It's also had a few hiccups, including a recent cyber breach and a change in its chief executive officer. There are just too many question marks right now. It's a high-quality company we'd be interested in owning again at some point. We just don't think there's enough visibility over the next few quarters for us to continue holding it." Over all, Mr. Cavallo is monitoring market risks, including rising inflation and interest rates, growing debt and high market valuations. But the senior portfolio manager at Toronto-based RBC Global Asset Management sees many long-term investment opportunities amid the uncertainty. A handful of stocks in sectors such as technology and energy have driven the market's strong performance. Among the laggards, Mr. Cavallo looks for stocks that may have lost ground but that he sees growing.