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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?

Read Answer Asked by Murray on June 27, 2022

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.

Read Answer Asked by Don on March 28, 2022
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