Larry Berman CFA, CMT, CTA
BMO Mid-Term US IG Corp Bond Index
ZIC-T
SELL ON STRENGTH
Nov 30, 2020
The interest rates should stay low and may even go lower. There is probably a couple more years of low interest rates anchored at 0%. He would look to exit this holding, especially since he expects the Canadian dollar to firm up next year.
Primarily in Chinese based cell phones, but now branching out into other languages. Being used in some Nokia phones. Ranks in the top 15% of their database. Not cheap.
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