Today, Ryan Bushell and Larry Berman CFA, CMT, CTA commented about whether COMM-T, LIFE-T, CRT.UN-T, TRP-T, SIS-T, MFC-T, SIA-T, CSH.UN-T, DOL-T, STLC-T, CTC.A-T, ABX-T, NMC-T, DIR.UN-T, WIR.UN-T, GRT.UN-T, CM-T, IPL-T, ARX-T, ALA-T, ENB-T, GIL-T, WTE-T, CSH.UN-T are stocks to buy or sell.
He thinks the macro fundamentals for gold are positive for the first time in a while. He is adding it to his portfolio. We are crossing into a new paradigm with how much government support is driving this market. There will eventually be a cost for this and gold is a good hedge to the "fiscal recklessness". He purchased ABX, because of the dividend yield that went with it.
People are now fishing for companies that were the most beaten up -- like airlines, etc. The long term thesis is still good for this space, but he sees other ways to play this. He would favour CSH.UN instead.
People are now fishing for companies that were the most beaten up -- like airlines, etc. The long term thesis is still good for this space, but he sees other ways to play this. He would favour CSH.UN instead.
They will probably have no trouble collecting their rents. Their business will be challenged by the AMZN-Q model. He would not chase them here as they are expensive.