Nuttal update is postedJust updated his top holdings list at nov 30. From oct 31 he deleted arx,tou,and pd. And did a part sale of meg from his #1 holding to #6. He added CNQ and cpg. TVE remains #7 on his list so I guess it will be a top pick on the next BNN show. Lucky or smart ? He owns tog and wcp so with the merger he will need to sell and pick another name before that closes. He also has a surprisingly high cash component of 23%. So he's going to add 3 names eventually. Any guesses? Bte? IPL? SU?