-
Covalon Technologies Ltd. (COV)
-
Photon Control Inc. (PHO)
-
Constellation Software Inc. (CSU)
-
Parkland Corporation (PKI)
-
Liminal BioSciences Inc. (LMNL)
-
Raging River Exploration Inc. (RRX)
-
Knight Therapeutics Inc. (GUD)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Reliq Health Technologies Inc. (RHT)
Q: This week I will reduce my current energy portfolio (@12%), bringing it down to two holdings to a total sector percentage of 5%. I need a second suggestion for the Energy portion, considering RRX, though with a tendency to PKI.
With the available funds, I’d like to get into the Tech and Healthcare sectors, selecting one new holding each. I have earmarked RHT and PHO for Tech, with CSU and SHOP as secondary options. For Healthcare, I’m eyeing GUD, COV and PLI.
This approach is geared towards a slightly balanced but still aggressive enough growth portfolio.
Please advise on your top picks for each sector. Many thanks in advance.
Cheers
With the available funds, I’d like to get into the Tech and Healthcare sectors, selecting one new holding each. I have earmarked RHT and PHO for Tech, with CSU and SHOP as secondary options. For Healthcare, I’m eyeing GUD, COV and PLI.
This approach is geared towards a slightly balanced but still aggressive enough growth portfolio.
Please advise on your top picks for each sector. Many thanks in advance.
Cheers