The Winners:
Financial Institutions - BNS, BMO, FIE
REITs NLY, BEI and IVR - Also have a load of calls with these that are up like 700% as this point
Energy - SU, CNQ, and MEG all are all coming back.
XPO, TFII and Fedex - Logistics which I have been peddling since the beginning of COVID are just ripping. Online shopping, lockdowns, and cheap fuel was a no brainer on this for me.
The Losers:
Short AC - While its ripping now I hope it will come back down to the $23 range so I can just settle up. I don't know if that will be the case but they certainly are going to have an interesting next couple of quarters.
Short Tesla - I have been in a short position on them for a while now and have been slowly covering. Not too exposed now.
Still Waiting:
Pipelines - ENB, IPL. Slow moving but still paying large dividends so its easy to be patient with these
Gold - I think with gold prices even around $1,800 an ounce we should be able to see some strong performance from the Canadian miners
GBTC - Bitcoin, interested to see if this rips again.
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