Dec 20, 2017
Bill Harris' Top Picks: Dec. 20, 2017
BNN Bloomberg
Bill Harris, partner and portfolio manager at Avenue Investment Management
Focus: Canadian mid- and large caps
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MARKET OUTLOOK
There is currently the risk of concentration in the markets’ hot stocks. We’re finding opportunities in traditional areas.
TOP PICKS
ENBRIDGE (ENB.TO)
CENOVUS ENERGY (CVE.TO)
OSISKO GOLD ROYALTIES (OR.TO)
DISCLOSURE | PERSONAL | FAMILY | PORTFOLIO/FUND |
---|---|---|---|
ENB | Y | Y | Y |
CVE | Y | Y | Y |
OR | Y | Y | Y |
PAST PICKS: JULY 27, 2016
RIO TINTO PLC (RIO.N)
- Then: $32.82
- Now: $50.54
- Return: 53.99%
- Total return: 64.41%
VERMILION ENERGY (VET.TO)
- Then: $42.90
- Now: $43.81
- Return: 2.12%
- Total return: 9.79%
ALTAGAS (ALA.TO)
- Then: $32.61
- Now: $28.85
- Return: -11.53%
- Total return: -3.17%
TOTAL RETURN AVERAGE: 23.67%
DISCLOSURE | PERSONAL | FAMILY | PORTFOLIO/FUND |
---|---|---|---|
RIO | N | N | N |
VET | Y | Y | Y |
ALA | Y | Y | Y |
WEBSITE: http://avenueinvestment.com