Today, Robert McWhirter and Jaime Carrasco commented about whether ENB-T, QMX-T, XGD-T, CAR.UN-T, FNV-T, CPG-T, F-N, USA-T, ELD-T, IPL-T, NPI-T, AQN-T, KL-T, ALA-T, AEM-T, CASH, FIH.U-T, MTA-X, PAAS-Q, RCI.B-T, NPI-T, EMA-T, ALY-X, PYR-T, EPIC-T, AD-T, SIS-T, BEW-X, CWX-T, CHR-T, WFG-T, OTEX-T, CTC.A-T, PPL-T, STC-T, DYA-X, NFI-T, BLU-T, IPL-T, SIM-X, FLY-X are stocks to buy or sell.
He's heding his currency, because he expects the Canadian dollar will go down, so he wants cash flow outside the country to hedge this cash flow. He also wants to get rid of some of North American financials. Only 5% of home owners in India have insurance, so there's massive growth. He has faith in Prem Watsa. (Analysts’ price target is $16.75)