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He's very bullish gold. Good risk/reward for the next three months. He's recommended gold stocks elsewhere on this show, but this is a good basket of them.
E.T.F.'s
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Healthcare is a great secular play, though a political hot potato in the US. Now is a good seasonal play for biotech stocks, but you must hold this long term.
E.T.F.'s
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Hit a high of $120 in Febuary 2018 and fell to $75 in December. It's now breaking resitance at $84. They just reported a 33% increase in EBITDA, and 40% increase in earnings. EPS is slightly down due to acquisitions. Estimates for this year are 24% and 48% higher next year. The Canadian Pension Board just invested in this. (Analysts’ price target is $90.73)

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