Analyst RecommendationHis primary focus is the US but as can be seen, he's also a fan of CVE. GLTA
When it’s May, it’s time to rotate, not retreat: investment strategist Sam Stovall
Sam Stovall, chief investment strategist at CFRA Research, joins BNN Bloomberg to discuss his seasonal rotation strategy for sectors that outperform during the May-October and November-April periods. His favored stocks now are BJ’s Wholesale Club and Molson Coors in the consumer staples sector, and Cenovus Energy and Murphy Oil in the energy sector.
https://www.bnnbloomberg.ca/video/when-it-s-may-it-s-time-to-rotate-not-retreat-investment-strategist-sam-stovall~2914311