Q: For the past few years I've kept positions in CNQ, TVE and IPCO but I've recently been slowly reducing my positions in TVE and IPCO (and using the proceeds to add to CNQ). Last week I sold my remaining shares of IPCO, so I only have CNQ and TVE left for E&P exposure (although I have a few other positions in services companies such as PSI and PSD).
I'm debating selling the rest of my TVE shares to consolidate my E&P exposure into CNQ. What are your thoughts?
I'm debating selling the rest of my TVE shares to consolidate my E&P exposure into CNQ. What are your thoughts?
5i Research Answer:
The sector has been weak, but we think this makes diversification more important. We do really...