RE:Bob McWhirter on BNN PLI Call inTo clarify Rogerbull comments. McWhirter did say he still holds a 'small' position in PLI. I think the question from the caller came across as somewhat of a setup for him to hit out of the park. In my opinion, he didn't really take the bait and was, if anything somewhat guarded in his reply. He did give quite the executive summary of PLI's portfolio in a very short period of time!
What I did find intriging was a reference later to PLI when commenting on another past top pick which he no longer holds. His comment was he is looking for other companies with more PLI opportunities.
Good luck,
Felco