Q: I am impressed with your Portfolio Analytics services - thank you! It seems I am underweight in both Real Estate and Basic Materials. Could you please suggest 2-3 growthy names (Canadian or US) in each of these sectors?
5i Research Answer:
Most sizeable real estate companies are REITs, with not a lot of growth. We would suggest CIGI for more growth potential. FSV also is one of our favourites, also in the sector. GRT.UN or DIR.UN for a REIT. Keep in mind that if an investor owns a house they do have indirect real estate exposure.
Basic materials: TECK.B, LUN, NTR, CCO