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Parex Resources Inc. (PXT $15.97)
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Whitecap Resources Inc. (WCP $10.17)
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Agnico Eagle Mines Limited (AEM $183.39)
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Kirkland Lake Gold Ltd. (KL $49.71)
Q: I am Following your balanced portfolio. There are significant losses in AEM and WCP and both are a tax loss opportunity. I am considered changing these for KL and PXT? The later two have much better momentum and I think look much better on their technical charts over the last 3-5 years. Both are less than 3% positions each. What is your opinion?