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It is a really good name to own and is a champion in Canadian equities. He is not concerned about a dwindling number of software companies for it to buy and feels there are still plenty.

The question also asked about his opinion in general on copper. He likes copper which is the most important of the metals and is therefore in great demand. The price of copper has been hit by tariffs. It is hard to predict the price by random events and the Trump effect. Freeport McMoran is in the U.S. so it has that plus.

He prefers Kinross because it has a little more growth but both are excellent. As to the price of gold he thinks it holds with no big moves higher or lower.

He prefers Kinross because it has a little more growth but both are excellent. As to the price of gold he thinks it holds with no big moves higher or lower.

The company blew up a few years ago but is now improving and has become a show-me stock. He would hold off buying for now but look at it again in six months to maybe start a position.

It is a good company with high oil and gas prices being the impetus. Crude oil could surprise to the upside.
Editor's Note: There was a substantial drop in the stock price recently.

The question was on his outlook for oil and gas. He feels that gas is likely to stay flat for a while. The full production of LNG is not ramping up for 8 to 9 months. Oil as a global fuel has a low growth forecast of around 2.5%. There is an appetite in international markets for natural gas. In Canada it trades at a premium to Europe. Coal production in the U.S. is in decline and being replaced by natural gas. Natural gas is a transition fuel to the full use of clean energy and will be around for quite some time.

The question was on crude oil. OPEC has brought on some production but the worry is that the discipline with restraint hasn't been there. Globally the traditional bases are rolling over and he is bullish on Canadian energy. Oil is not renewable and he sees a slight decline in the U.S., Russia, and Mexico too. The western basins are not in the same struggle as others and we are sitting in the crown seat. Getting it out of the ground is what hampers us and that needs to improve. Trump's tariffs on Russia and India help.

There has been a decline in recent weeks due to lower revenue but the bottom line was not impacted and met expectations. There was an over-reaction to the report so it has become a buying opportunity, now trading at half below its norm for the past 5 to 10 years. It is one of the premium names in the insurance space and has very solid fundamentals.

It is not a bad name with a long reserve life index. Assets are dispersed and he prefers MEG with a better asset profile and one major asset.

Although he doesn't own it personally he likes it. The last quarter was good with decent production and a reduction in Capex. It is basically in a Western sedimentary basin.

The caller asked if she should continue to keep it as 10% of her portfolio. His concern is that 10% is too high and should be dropped by half to 4 or 5%. No stock should take up 10% of a portfolio. The company itself is a great one: stable and solid with a long history of dividends and modest growth.

It is trading where it should. There are headwinds with European gas prices. It has struggled quite a lot but the last quarter was reasonable. You should probably sell it for something with more growth.

It comes highly recommended with a very strong growth profile. Its size is intermediate to junior. He also commented that a maximum of 10 to 15% of oil and gas companies should be in a portfolio. Utilities, a classic defensive space, would be smaller at 7 to 8% of a portfolio, and bonds at 1 to 2%

He wouldn't buy it today. It is expensive with a greater multiple than Metro or Empire. It is low margin business and can be considered a defensive stock. Costco is a great name in the space. The question also asked his opinion on buying it before or after the split. He would probably buy it before.