Today, David Burrows commented about whether AMZN-Q, NVDA-Q, TROW-Q, AMD-Q, BABA-N, UBER-N, BDX-N, PAYC-N, ALA-T, NG-T, IBM-N, ORCL-N, FTT-T, CB-N, AMT-N, DWDP-N, WFC-N, BA-N, HON-N, CP-T, AC-T, TD-T, TOU-T, MSFT-Q, SHOP-T, WMT-N are stocks to buy or sell.
P&C is a great space. KIE is a US insurance ETF and is hitting new highs, consolidating since June. Chubb is strong in P&C. Allstate is also good. He owns both.
If it's not a leader in the group, he won't buy it. He'd rather buy Pembina.