Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow RBC Capital Markets analyst Bish Koziol made three changes to the firm’s top 40 list of stock picks. The removals were all rate sensitive – BCE Inc. (BCE-T), National Bank of Canada (NA-T) and Fortis Inc. (FTS-T) – while adding three energy stocks in Ovintiv Inc. (OVV-T), ARC Resources Ltd. (ARX-T) and Suncor Energy Inc.(SU-T), “Our Canada Overall Top 40 declined 2.3 per cent last month, however the Portfolio outperformed the 3.3-per-cent drop on the S&P/TSX Composite. Year-to-date the Portfolio has gained 7.3 per cent…