Today, Bill Harris, CFA and John Hood commented about whether VGG-T, AGG-N, IHI-N, ZWB-T, ZWH-T, XEG-T, VYM-N, TD.PR.T-T, ZCH-T, ZID-T, SPY-N, ZLB-T, VEE-T, HBG-T, ZWU-T, VGK-N, FLCI-T, HEP-T, ZLC-T, VGRO-T, ZLU-T, ZEB-T, ZRE-T, WCP-T, CNQ-T, ARX-T, PDL-T, ECA-T, WTE-T, LIF-T, ENB-T, TRP-T, TOU-T, VET-T, ARX-T, KEY-T, ALA-T, TD-T, SLF-T, IMG-T, ATRL-T, IPL-T, SU-T are stocks to buy or sell.
If interest rates goes back, then you can get really hurt. If you want long-term, you can have some short duration bonds. ZST is a short term bond. He wouldn't buy it right now.
In the industrial base metal space in Canada, there is WTE-T and LIF-T. Both are very fairly priced right now. A highly commodity focused and cyclical business. This space is best to buy into when stock prices have been really hard hit. Global growth for steel trade is becoming a concern. It is not a good time to enter. The yield on LIF-T is 3.8%.