Q: I am trying to figure out my sector distribution. I think that some stocks could be classified in a couple sectors. Could you please let me know what percentage of the following would you allocate to different sectors? For example, would you consider L to be 90% Cons Staples and 10% Healthcare?

L Cons Staples:Healthcare
CTC.A Cons Staples:Cons Discret
ENB Energy:Utilities
TRP Energy:Utilities
SIS Industrial:Healthcare

Are there any others of note that you can think of?

Thank you,

Fed

Q: I am trying to clean up my Energy sector. I have the following: CPG, CVE, ERF, HSE, IMO, SU, TRP, VET, MX Could you please place them in order, starting with first to sell.

Also, could you please let me know which companies I should buy with the proceeds. I have a very long timeline, and I feel that companies that are rather low right now may jump a fair bit when the price of oil rebounds.

If there are any other companies that you would suggest to buy, please include them as well.


Thank you once again,

Fed

Q: At the current time, do you have a preference of one over the other as an investment (ignoring any other factors re portfolio construction)? thanks.