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.
5i Research Answer:
Thank you for the kind comments. In materials we would suggest TECK.B and NTR. Gold is also in the materials sector (AEM). Energy WCP and TVE. CNQ if one wants to be a bit more conservative in a volatile sector.