RE:John ZechnerJohn Zechner says "Crescent Point is a stock we sold out of entirely at $13 in the spring and bought it back recently at $8.50."
Interestingly, Mr Zechner, CPG did not hit +$13 until June 7, 2022.
Maybe in Toronto they consider the month of June to be "spring",
but I do not believe that the rest of Canada wears parkas and snow boots in May or June.
Of course, since "Another name we’ve been adding to is Ski-Doo maker BRP", maybe you want an extended Canadian winter so that you can peddle snowmobiles in April and May.