Q: Thank you for your recent analysis of style "factors", especially growth vs. value. What would be your top pick for each of growth and value in each of the Canadian economic sectors, large or mid-cap names preferred. Thanks, Brian
5i Research Answer:
Tech value OTEX, growth SHOP; consumer disc. DOO, QSR; Consumer staples ATD, PBH; utilities FTS, BEPC; communications BCE, RCI.B; health GUD, PRN (small caps); energy PXT, TOU; industrials TFII, ATS; materials LUN, FNV; financials BNS, EQB; real estate: DIR.UN, TCN