Today, Michael Sprung and John Zechner commented about whether BTE-T, GDX-N, OTEX-T, CM-T, RY-T, TECK.B-T, WBA-Q, HD-N, ENB-T, UNP-N, COST-Q, GOOG-Q, TV-T, NTR-T, CSU-T, VIX-I, MSFT-Q, CSCO-Q, ELD-T, SU-T, BCE-T, SU-T, CM-T, RCI.B-T, TECK.B-T, CP-T, PPL-T, POW-T, AEM-T, DOL-T, HBM-T, ARX-T, WN-T, CNQ-T, BNS-T, BMO-T, IPL-T, ENB-T, FTT-T, FFH-T, AD-T, CJT-T, FTS-T, VET-T, CAE-T are stocks to buy or sell.
It could come under pressure with a commodities downturn. He would be more enthusiastic about jumping in if it was 15% lower. He feels the same about CNR-T
Not shorting any gold right now. Stock's run well ahead of the group, so he's not as enamoured with this name. He'd look at B2Gold. For domestic, he'd take Detour Gold. Gold is the default winner in the face of US debt putting pressure on the dollar, and will probably be higher in 6 months.