Hot Canadian Stocks For 2018


Los Angeles, CA, based Investment company Sarah Ketterer buys Canadian Pacific Railway, Encana Corp, Gildan Activewear Inc, Manulife Financial Corp, SM Energy Co, Baidu Inc, Flowserve Corp, PDC Energy Inc, Signet Jewelers, Advance Auto Parts Inc, sells CSX Corp, Carnival Corp, Johnson & Johnson, PVH Corp, Eli Lilly and Co during the 3-months ended 2017-03-31, according to the most recent filings of the investment company, Causeway Capital Management Llc. As of 2017-03-31, Causeway Capital Management Llc owns 81 stocks with a total value of $7.4 billion. These are the details of the buys and sells.


New Purchases: CP, FLS, SBS, SODA, Added Positions: ECA, GIL, MFC, SM, BIDU, PDCE, SIG, AAP, C, MSFT, Reduced Positions: CCL, PVH, LLY, NTES, VEDL, TTM, TOT, BTI, PBR.A, VWO, Sold Out: CSX, JNJ, EEM, IEMG, AMX, ABEV, ALL, CAB,

For the details of Sarah Ketterer’s stock buys and sells, go to www.gurufocus.com/StockBuy.php?GuruName=Sarah+Ketterer

These are the top 5 holdings of Sarah KettererCanadian Pacific Railway Ltd (CP) – 4,507,721 shares, 8.97% of the total portfolio. New PositionBaidu Inc (BIDU) – 3,604,537 shares, 8.43% of the total portfolio. Shares added by 20.42%Encana Corp (ECA) – 48,768,776 shares, 7.74% of the total portfolio. Shares added by 95.16%Citigroup Inc (C) – 6,546,474 shares, 6.07% of the total portfolio. Shares added by 15.44%Gildan Activewear Inc (GIL) – 11,941,097 shares, 4.37% of the total portfolio. Shares added by 392.65%New Purchase: Canadian Pacific Railway Ltd (CP)


Sarah Ketterer initiated holdings in Canadian Pacific Railway Ltd. The purchase prices were between $141.43 and $154.65, with an estimated average price of $148.48. The stock is now traded at around $154.52. The impact to the portfolio due to this purchase was 8.97%. The holdings were 4,507,721 shares as of 2017-03-31.

Hot Canadian Stocks For 2018: Tele Celular Sul Participacoes S.A.(TSU)

Advisors’ Opinion:

  • [By Lisa Levin]

    In trading on Monday, telecommunications services shares fell 0.45 percent. Meanwhile, top losers in the sector included Shenandoah Telecommunications Company (NASDAQ: SHEN), down 3 percent, and TIM Participacoes SA (ADR) (NYSE: TSU) down 2 percent.

Hot Canadian Stocks For 2018: Ishares Trust Dj Us Financial (IYF)


Advisors’ Opinion:

  • [By Wayne Duggan]

    Investors looking to set up a pair trade to capitalize on the divergent paths of U.S. and European banks should consider going long the iShares Dow Jones US Financial (ETF) (NYSE: IYF) and short the Ishares MSCI Europe Fincls Sctr Indx Fd (NASDAQ: EUFN).

Hot Canadian Stocks For 2018: Corrections Corporation of America(CXW)

Advisors’ Opinion:

  • [By Shanthi Rexaline]

    Height Securities said in a note that the recent drama surrounding Sessions, known as a friend to the industry, has scared the wits out of investors in Corecivic Inc (NYSE: CXW) and The GEO Group Inc (NYSE: GEO).

  • [By Jon C. Ogg]

    Corrections Corporation of America (NYSE: CXW) was trading up 7.8% at $20.97 shortly before Monday’s closing bell. GEO Group Inc. (NYSE: GEO) was up 2.2% at $31.29.

  • [By Wayne Duggan]

    If a potential Trump impeachment appears to be progressing, traders should watch for potential buying opportunities in the following places:

    U.S. companies with primarily domestic exposure and the SPDR S&P 500 ETF Trust (NYSE: SPY).
    Bank stocks and the Financial Select Sector SPDR Fund (NYSE: XLF).
    Prison stocks Corecivic Inc (NYSE: CXW) and The GEO Group Inc (NYSE: GEO).
    Energy and coal stocks, including the Market Vectors Coal ETF (NYSE: KOL).

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