CAZ would be my "baby and the bathwater" stock. I think it should be an easy move back to recent highs, into drilling. I notice its big brother neighbour, CLA, also coming off quite a bit.
BGT an example of a stock that's done the opposite and shown relative strength throughout June. RHY still lots of work to do but perhaps turned the corner in June.
Mainly keeping powder dry, other than a bunch of IPO bids and July/August looks busy.
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