Q: Russia's gas cuts are threatening the world's largest Chemicals Hub in Europe. BASF has said it may have to shut down plants if gas supplies fall further. Assuming this raises chemical prices world-wide, are there any public Canadian or US companies that might benefit? Is Methanex one of them?
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Q: Happy Friday! Can you recommend two names in Canada you feel can benefit most from the current environment. 2 Energy and 2 Basic Materials - I have 3.6% of my portfolio exposed to energy and only 0.8% in BM. Happy to add to current positions. Long term investor (7-10 yrs) with higher risk profile.
MX 0.8%
ENB 2.44%
SU 1.15%
Thanks for the continued excellent work. I think this is my 5th year using your services and have not been disappointed. Have recommend your services to all my friends.
Q: Does this stock have further runway in the current commodities environment or is it time to cash in?
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