Q: I am considerably overweight in energy. Was looking to ride it out for seasonal strength until April before cutting back, but the whole tariff question has got me nervous so will trim soon. I have close to an equal weight in both these stocks. CNQ is pretty solid but I think VRN has more upside over the short term. Between CNQ and VRN, which would you pare down the most? Cheers.
5i Research Answer:
If an investor is concerned about the sector for any reason we would prefer to keep CNQ.