Today, David Driscoll commented about whether TCL.A-T, TLPFY-OTC, NVEE-Q, DHR-N, NFI-T, GS-N, GGG-N, DB-N, ALA-T, BDX-N, COST-Q, V-N, ROL-N, UN-N, CGNX-Q, CNR-T, RBGLY-OTC, PAYX-Q, CB-N, TOT-N, NTR-T, HEI-N, BIP.UN-T are stocks to buy or sell.
Cash position for 2019. Has 20% cash right now, based on the fixed income part of a portfolio. Cash is deemed to be a synthetic short. Pays off when you get a quarter like Q4 of 2018.