Stock price when the opinion was issued
(A Top Pick June 28/16. Down 0.62%.) This is flat, but flat is good in the fixed income world. This is really a play on inflation expectations. Rather than buying long-term government treasuries where you would have lost a lot of money, he has made more of a bet on inflation coming back. He exited this trade and has gone for more direct trades that you can get through derivatives and OTC type instruments to get Long shorter term inflation.
If Trump wants to increase deficits and interest rates fall, this tends to move up faster. Not correlated to the stock market, so good for diversification. Yield of 2.1%