Q: Both of these name now represent 11% of a RRSP and about 9% of a total portfolio following steady and strong positive movement. Would you recommend selling 1 of these (about similar size)? Which one would it be? Thank you.
5i Research Answer:
Both can be considered 'safe' stocks, especially if the market goes into correction mode. We think both are OK. But if selling we would trim EXE after its extraordinary gains this year.