The energy stocks fund managers are buying and selling

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Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

BMO Capital Markets strategist Jeremy McRea lists the major trends for institutional investors buying and domestic energy stocks,

“The top names held by continue to be ARC, Tourmaline, Topaz, Whitecap … The best-performing names in 2Q24 were NVA , SCR , POU , BIR , and TPZ .

“The mission of Digital Intelligence Strategy is to shed light on and quantify some of the market’s most pressing and opaque questions through a data science and alternative data lens. We collaborate with RBC Elements, our in-house data science team, to design real-time tools to increase the signal to noise ratio across the most critical themes in global markets … consumer credit conditions continue to normalize.

The stocks are Apple Inc. Abbott Laboratories, Accenture Plc Class A, Automatic Data Processing Inc., Aflac Incorporated, Broadcom Inc., Becton Dickinson and Company, BlackRock Inc., Chubb Limited, Colgate-Palmolive Company, Comcast Corporation, CMS Energy Corporation, Cisco Systems Inc., Cintas Corporation, Chevron Corporation, Danaher Corporation, Ecolab Inc., Emerson Electric Co., Alphabet Inc., Home Depot Inc., Illinois Tool Works Inc., Johnson & Johnson, JPMorgan Chase & Co.

 

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