Sells:
– Sun Life (SLF) – SPscore. We sold SLF:CN because on a relative basis IAG:CN is a better stock to own in the portfolio.
– Enghouse Systems (ENGH) – Market Trend. Reduction in the info tech sector. We had to remove a position in the portfolio.
Buys:
– Industrielle Alliance (IAG) – SPScore. We purchased IAG:CN to replace SLF:CN in the financials sector.
– TFI International (TFII) – Market Trend. Increase of the industrials sector. We had to add a position in the portfolio.
