Q: I’m currently holding Enbridge, CNQ, HME, and Whitecap, and I’m sitting on attractive gains. Given today’s market environment — including oil price volatility, sector valuations, and shifting interest rate expectations — I’d like your guidance on whether it makes sense to start taking profits. My risk tolerance is medium to high, so I’m comfortable with some volatility, but I still want a disciplined approach. Should we be trimming these positions into strength, using trailing stops, or rebalancing to manage my energy exposure? I’d appreciate your view on the most appropriate profit‑taking strategy for my situation.
Thanks for your help. Rick

Q: I would like your top two oil stocks, canadian or american, for small, medium and large cap with your top two suggestions, overall for a longer term hold. Thanks for all that you do. Geoff

Q: I am wondering about your newfound enthusiasm for HME, and why this microcap is lately being recommended alongside stocks such as TOU, SU, CNQ and IMO. As recently as Jan. 29 in a reply to Thomas, your opinion was decidedly less positive about the stock and its prospects.
What has changed, that we should be taking a closer look at HME?