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Suncor Energy Inc. (SU $53.31)
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Enbridge Inc. (ENB $61.88)
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ARC Resources Ltd. (ARX $27.20)
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Tourmaline Oil Corp. (TOU $61.99)
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Tamarack Valley Energy Ltd. (TVE $5.07)
Q: Hi Peter, Ryan, and Team,
In general, how many stocks in the energy sector should one hold? I'm asking this because Portfolio Analytics is suggesting an increase in this sector. At present, we hold ENB, TVE, and TOU, with TVE being the largest holding. Are there any other complementary names that we should consider? I'd like to adopt an equal-weight strategy for this sector. Would you agree? I've been thinking about adding ARX and SU, and as always, appreciate your guidance.
In general, how many stocks in the energy sector should one hold? I'm asking this because Portfolio Analytics is suggesting an increase in this sector. At present, we hold ENB, TVE, and TOU, with TVE being the largest holding. Are there any other complementary names that we should consider? I'd like to adopt an equal-weight strategy for this sector. Would you agree? I've been thinking about adding ARX and SU, and as always, appreciate your guidance.