Q: Good morning,
I currently do not own the above listed equities from the BE Portfolio which I follow pretty closely. Are there any you would not recommend purchasing right now? Thanks for your counsel. I am watching sector allocations.
Ted

Q: Gentlemen Good Morning,
My mat'l sector is 3.3% (MX 2.3% & FNV 1%)
I want add 1.7% to the sector.
5IR can suggest one or two names (Ca or US)
For long term, no need income, solid undervalued name.
Thanks
Best Regards

Q: I am planning to realize losses on the above companies to offset capital gains with a plan to repurchase after 30 days. In order to maintain sector exposure in the intervening period I would like identify proxies for each holding. My thinking is as follows:

TECK.B == XMA
BNS == TD
TFII == ZIN
NFI == ZIN
WEF == CFP
VET == XEG
WCP == XEG

Please review my suggested proxies and add / amend as needed. Alternatively, if you think I would simply be better off holding cash until repurchasing please say so. Thank-you very much for your help.