Today, Ryan Bushell and Larry Berman CFA, CMT, CTA commented about whether IPL-T, ZRE-T, CASH, TECK.B-T, K-T, CVE-T, BKNG-Q, BA-T, FTS-T, CU-T, ENB-T, CPG-T, POT-T, AGF.B-T, RUS-T, MBT-T, IPL-T, AGU-T, BB-T, TD-T, CVE-T, EMA-T, BA-T, BNS-T, TA-T, ATRL-T, SVY-T, ENF-T, BCE-T, T-T are stocks to buy or sell.
Gold. Driver on gold was central banks and inflation but that thesis has been challenged over the last couple of years. There is probably more downside and pain in gold. He is positioned a bit long on gold and looking for a modest bounce. The best play for another month or so and then he sees another dip down.
Similar to a BA-T. A slower growth story. It popped when they sold off allstream and now it is almost back to where it was. It was a traders` play during that time. It is where it should be given the fundamentals. You could start to see dividends increases from the smaller company. It is possible that a major takes them out at some point. Not a growth story, however.