Q: I have a significant position on these 2 stocks .At this stage, and with accelerating loss ( 15%) on paper on arx,,would it be a "hold" ," buy more " or " sell " for each if safer dividends and investments are considered in the actual geopolitical context? Your excellent comments are always appreciated
5i Research Answer:
At current levels, and assuming an appropriate timeframe of holding, we would see ARX as a HOLD and CNQ more as a 'buy more' up to an appropriate weigthing reflective of sector risks.