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  5. ATD: I am overweight in energy with CNQ, TOU and ENB and underweight in consumer everything. [Alimentation Couche-Tard Inc.]
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Q: I am overweight in energy with CNQ, TOU and ENB and underweight in consumer everything. I am down about 8% on the last two and up about 15% on CNQ. Suggestions for reducing?

What would you suggest for consumer?

I am just asking for thoughts/suggestions.

Thanks.
Asked by Danny-boy on January 11, 2024
5i Research Answer:

We do really like all three energy stocks noted, and would suggest a 'trim across the board' if one is lowering sector exposure. This will at least maintain some diversification within energy. For consumer stocks, we would suggest: L, PBH, ATD in Canada and COST in the US.

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in COST.

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