Q: I own both COW:CA and NTR:CA.Do you feel that it is unncessary to own both and if so which one would you prefer?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Micron Technology Inc. (MU $355.46)
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NVIDIA Corporation (NVDA $171.24)
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Agnico Eagle Mines Limited (AEM $260.02)
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Teradyne Inc. (TER $297.34)
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Nutrien Ltd. (NTR $102.03)
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Royal Bank Of Canada (RY $160.19)
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Nutrien Ltd. (NTR $73.69)
Q: What companies present an oppurtunity purchase during this war turmoil? Assuming the Iran war ends in 2-4 months
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Suncor Energy Inc. (SU $90.06)
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Enbridge Inc. (ENB $75.49)
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Manulife Financial Corporation (MFC $47.73)
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Canadian Natural Resources Limited (CNQ $67.52)
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Sun Life Financial Inc. (SLF $86.65)
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National Bank of Canada (NA $179.06)
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Fortis Inc. (FTS $77.10)
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Pembina Pipeline Corporation (PPL $63.33)
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Tourmaline Oil Corp. (TOU $67.15)
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Nutrien Ltd. (NTR $102.03)
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BMO MSCI Canada IMI High Dividend Yield Index ETF (ZDIV $32.52)
Q: Any thoughts on this ETF for income? Nice yield and low fees.
Q: NTR: bought Dec. 25 in my wife's RRIF - up 86% - 1000 shs. I see you still recommend - why? a small position in her portfolio.
NTR is subject to so many uncontrollable variables?
$140/share in 2022.
I want to get out before this stock crashes again - LOL
NTR is subject to so many uncontrollable variables?
$140/share in 2022.
I want to get out before this stock crashes again - LOL
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Itafos Inc. (IFOS $3.43)
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Nutrien Ltd. (NTR $102.03)
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Gensource Potash Corporation (GSP $0.16)
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Replenish Nutrients Holdings Corp Com (ERTH $0.14)
Q: The Iran war has raised concerns about potash supply. While NTR has received positive reviews, how about companies like GSP and ERTH? They are basically penny stocks and have done well. Can that continue?
Also IFOS has done well, has a larger market cap than NTR and yet (according to RBC) has a PE of 4,7.
For an investor wanting to tap into the potash potential what would you recommend as the best course of action.
Thank you.
Also IFOS has done well, has a larger market cap than NTR and yet (according to RBC) has a PE of 4,7.
For an investor wanting to tap into the potash potential what would you recommend as the best course of action.
Thank you.
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Canadian National Railway Company (CNR $140.64)
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Suncor Energy Inc. (SU $90.06)
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Enbridge Inc. (ENB $75.49)
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Canadian Natural Resources Limited (CNQ $67.52)
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Loblaw Companies Limited (L $62.23)
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Dollarama Inc. (DOL $168.84)
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Fortis Inc. (FTS $77.10)
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Cameco Corporation (CCO $144.99)
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Wheaton Precious Metals Corp. (WPM $164.95)
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Tourmaline Oil Corp. (TOU $67.15)
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Kelt Exploration Ltd. (KEL $9.25)
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Agnico Eagle Mines Limited (AEM $260.02)
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Alimentation Couche-Tard Inc. (ATD $78.20)
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Capstone Copper Corp. (CS $9.49)
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Tamarack Valley Energy Ltd. (TVE $11.20)
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Hydro One Limited (H $57.17)
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TerraVest Industries Inc. (TVK $138.98)
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Nutrien Ltd. (NTR $102.03)
Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.
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Canadian National Railway Company (CNR $140.64)
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ATCO Ltd. Class I Non-voting Shares (ACO.X $67.53)
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Finning International Inc. (FTT $86.50)
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Nutrien Ltd. (NTR $102.03)
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Royal Bank Of Canada (RY $160.19)
Q: Looking for steady growth and a dividend. What order would you add today. Other ideas would also be appreciated.
Q: Hello 5i
Do you think the Strait of Hormuz conflict will push fertilizer prices higher globally and thus aid NTR? If so to what extent?
Thank you
Dave
Do you think the Strait of Hormuz conflict will push fertilizer prices higher globally and thus aid NTR? If so to what extent?
Thank you
Dave
Q: Here's a pure speculative question. I hold NTR and NNRG. Their short term future prospects are, of course, partially tied to the middle east war.
I know it is tough to compare a single stock to an ETF, but what kind of upside do you see each having over the next year or so? I plan on trimming one or both to fund adding to another asset class at some point.
Thanks.....Steve
I know it is tough to compare a single stock to an ETF, but what kind of upside do you see each having over the next year or so? I plan on trimming one or both to fund adding to another asset class at some point.
Thanks.....Steve
Q: I currently have a 3.4% weighting in Nutrien. It has performed well in the last year after being stagnant for some time. NTR is considered a "cyclical", so does this mean that investors should be more active in buying/trimming stocks like these?
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Caterpillar Inc. (CAT $703.19)
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Chevron Corporation (CVX $207.79)
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Union Pacific Corporation (UNP $239.19)
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Exxon Mobil Corporation (XOM $165.43)
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Canadian National Railway Company (CNR $140.64)
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Enbridge Inc. (ENB $75.49)
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Fortis Inc. (FTS $77.10)
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iShares S&P/TSX Global Gold Index ETF (XGD $51.19)
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BMO Equal Weight Banks Index ETF (ZEB $58.27)
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BMO Equal Weight Industrials Index ETF (ZIN $53.00)
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iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $65.33)
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iShares S&P/TSX Capped Energy Index ETF (XEG $26.67)
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Hydro One Limited (H $57.17)
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Nutrien Ltd. (NTR $102.03)
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BMO Global Consumer Staples Hedged to CAD Index ETF (STPL $24.41)
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Global X Artificial Intelligence Infrastructure Index ETF (MTRX $30.30)
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iShares Global Energy ETF (IXC $57.40)
Q: Can you provide your top 5 Canadian stocks, top 5 ETFs available on the TSX and top 3 international ETFs (TSX) and top 3 US stocks that are considered HALO investments. ( Heavy assets low obsolescence) less impacted by AI disruption. Thank you
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Intact Financial Corporation (IFC $249.33)
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Magna International Inc. (MG $76.78)
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Trisura Group Ltd. (TSU $42.49)
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Nutrien Ltd. (NTR $102.03)
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Propel Holdings Inc. (PRL $17.83)
Q: with more recent AI scare can you give 5 contrarian ideas in canada and US that look interesting in terms of valuations that you might not be impacted as severely as the market is pricing in.
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Canadian National Railway Company (CNR $140.64)
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Suncor Energy Inc. (SU $90.06)
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Enbridge Inc. (ENB $75.49)
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Fortis Inc. (FTS $77.10)
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Wheaton Precious Metals Corp. (WPM $164.95)
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WSP Global Inc. (WSP $217.74)
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Celestica Inc. (CLS $378.58)
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Agnico Eagle Mines Limited (AEM $260.02)
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Hydro One Limited (H $57.17)
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Lundin Gold Inc. (LUG $94.74)
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Nutrien Ltd. (NTR $102.03)
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Propel Holdings Inc. (PRL $17.83)
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Electrovaya Inc. (ELVA $10.18)
Q: 5i provided subscribers with 2 very interesting article recently. One on HALO companies and one of Canadian Companies With Accelerated Topline Growth Rates.
Would you take it one step further for us.
Of the 4 segments of HALO stocks that were highlighted can you pick your top 2 choices from each of the 4 segments and list them from strongest choice down.
Also can you pick the top 5 stocks from the Growth rates list that you think would provide the best growth over the next 5 years from strongest selection down.
With thanks from all of us.
Sheldon
Would you take it one step further for us.
Of the 4 segments of HALO stocks that were highlighted can you pick your top 2 choices from each of the 4 segments and list them from strongest choice down.
Also can you pick the top 5 stocks from the Growth rates list that you think would provide the best growth over the next 5 years from strongest selection down.
With thanks from all of us.
Sheldon
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Caterpillar Inc. (CAT $703.19)
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Chevron Corporation (CVX $207.79)
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Union Pacific Corporation (UNP $239.19)
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Exxon Mobil Corporation (XOM $165.43)
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Canadian National Railway Company (CNR $140.64)
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Enbridge Inc. (ENB $75.49)
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Fortis Inc. (FTS $77.10)
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Hydro One Limited (H $57.17)
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Nutrien Ltd. (NTR $102.03)
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Comfort Systems USA Inc. (FIX $1,358.66)
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Vertiv Holdings LLC Class A (VRT $252.40)
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Constellation Energy Corporation (CEG $295.19)
Q: What would be your top 5 suggestions for HALO stocks in both the canadian and US markets
Thank you
Yves
Thank you
Yves
Q: Thoughts on the quarter please?
Thx
Thx
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Canadian National Railway Company (CNR $140.64)
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Suncor Energy Inc. (SU $90.06)
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Enbridge Inc. (ENB $75.49)
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TC Energy Corporation (TRP $88.23)
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Sun Life Financial Inc. (SLF $86.65)
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Fortis Inc. (FTS $77.10)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $67.25)
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Brookfield Infrastructure Partners L.P. (BIP.UN $49.48)
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Hydro One Limited (H $57.17)
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Nutrien Ltd. (NTR $102.03)
Q: Under a scenario where Trump gets his aggressive rate cuts, US unemployment rises as lay-offs continue, U.S. personal debt delinquencies continue to rise and US national debt increases even further, what segments could see a lift? Segments to avoid? Please provide 10 favourite Canadian stocks under that scenario.
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Wheaton Precious Metals Corp. (WPM $164.95)
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Agnico Eagle Mines Limited (AEM $260.02)
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Nutrien Ltd. (NTR $102.03)
Q: Currently hold AEM and WPM, but no NTR. Would it be reasonable to sell WPM to pick up some NTR to diversify a bit? Thank you.
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Royal Bank of Canada (RY $222.00)
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Suncor Energy Inc. (SU $90.06)
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Dollarama Inc. (DOL $168.84)
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Wheaton Precious Metals Corp. (WPM $164.95)
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Finning International Inc. (FTT $86.50)
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TMX Group Limited (X $48.41)
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Premium Brands Holdings Corporation (PBH $85.60)
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Hydro One Limited (H $57.17)
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Nutrien Ltd. (NTR $102.03)
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CCL Industries Inc (CCLA)
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Boyd Group Services Inc. (BYD $183.55)
Q: Follow your balanced and income portfolio I am wondering what order would you add today Included RY and DOL also because of their growth over the last year. Please include rationale of the top 4. Thanks as always.
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Costco Wholesale Corporation (COST $979.65)
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Chevron Corporation (CVX $207.79)
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Deere & Company (DE $581.19)
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Sherwin-Williams Company (The) (SHW $319.55)
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Walmart Inc. (WMT $122.18)
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Exxon Mobil Corporation (XOM $165.43)
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Suncor Energy Inc. (SU $90.06)
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Canadian Natural Resources Limited (CNQ $67.52)
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Loblaw Companies Limited (L $62.23)
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Cenovus Energy Inc. (CVE $36.01)
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Alimentation Couche-Tard Inc. (ATD $78.20)
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TerraVest Industries Inc. (TVK $138.98)
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Nutrien Ltd. (NTR $102.03)
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Linde plc (LIN $495.49)
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Corteva Inc. (CTVA $82.73)
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VanEck Agribusiness ETF (MOO $82.77)
Q: Markets still look somewhat overevaluated and are volatile : what sector(s) could represent an entry point with no excessive risk actually , real estate looking interesting among others ?
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Loblaw Companies Limited (L $62.23)
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Wheaton Precious Metals Corp. (WPM $164.95)
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Finning International Inc. (FTT $86.50)
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TFI International Inc. (TFII $146.32)
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Hydro One Limited (H $57.17)
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Nutrien Ltd. (NTR $102.03)
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Suncor Energy Inc. (SU $64.98)
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Boyd Group Services Inc. (BYD $183.55)
Q: I follow your balanced portfolio. What 3 would you add to today. Please give rationale.. I have included H because of dividend and performance
T Stephen
T Stephen