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  5. CNQ: The more growth portion of my cash portfolio ( which is full of financials, utilities etc) now consists of BN, GSY and LMN and have been very happy with them ( thanks to you). [Canadian Natural Resources Limited]

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Q: The more growth portion of my cash portfolio ( which is full of financials, utilities etc) now consists of BN, GSY and LMN and have been very happy with them ( thanks to you).

Now am looking at one of the 3 highlighted companies. I have not been in oil for years and do not see the price of oil being in an upward trend , however CNQ seems to be favoured by many analysts. I am impressed with TFII earnings in a sector that is experiencing softness. FSV , again , has reported good earnings with their newly acquired roofing business leading the way.

I suspect you would pick any of this 3 as my next acquisition. Should I throw a dart and see which one I hit or does one stand out from the others ?
Thanks. Derek
Asked by Derek on July 30, 2024
5i Research Answer:
Yes, we would be very happy with any of these. We don’t see any overlap between the three...
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