Q: If you had no exposure to the oil and gas sector, would you be a buyer of some Canadian companies at this time? Or would you be inclined to wait out some of the tariff noise? If so, what conservative large cap companies would you focus on? Thanks, J
5i Research Answer:
We would be fine buying, though we do not think it would need to be all at once. We would focus on CNQ, SU, TOU for producers.