timis, I am giving you my portfolio. Some positions are large, some small, but they are all in here for a reason-they have continued upside and shouldn't be divested yet.
There are also many names I would like to add but, as you can appreciate, don't have room.
Cheers, David
BMs:
SID (also has steel)
RIO
N
FAL
GPXM.OB
NOM.V (also PMs)
LIF.UN
NIF.UN
FDG
BM services: NCF.UN
Energy:
PBG.TO
OPC.TO
CLL.TO
UTS.TO
BVI.TO
SU
POU.TO
XEC
XTO
DWOG.PK
AXL.TO
COE.AX
CHK
CNQ
STO
CVX
ECA
EOG
ODE.V
FE.TO
AEI.TO
ADE.V
BDE-A.TO
SQZ.TO
DJE.V (energy & uranium)
OCL.V
ENG.V
HOC.TO
TGE.V
PAR.OL
DGO.L
DNO.OL
NEC.OL
GBE.V
PVL.V
VPC.V
ENG.V
PVL.V
PAF.V
OIL.V
WSCE.OB
Coal: ICGC.OB
Drillers & energy svcs
NOV
KPELY.PK
TDG.UN
TOT.UN
WLL.UN
EIS.UN
PDS
CET.UN
PHX.UN
PES.UN
WJX.UN
HYD.V
HWO.UN
Uranium:
CCJ
AFLUY.PK
IUC.TO
STM.V
URNZ.OB
UEX.TO
U.TO
WNP.V
PVL.V
JNN.V
PMs:
NGX.TO Wrts
GSC Wrts
BCM.V
CKG.V
LEX.H.V
VYE.V
PAAS Wrts
Trusts:
Agriculture: CVL.UN.V, AFN.UN.TO, Consumer Finance: CFN.UN, Consumer: AG.UN, BCI.UN, REIT: AP.UN, Pipeline: PIF.UN, Infrastructure: ARF.UN
Energy trusts: SPN.UN, THY.UN, TKE.UN, EEE.UN, TET.UN, VNG.UN SQE.UN, DAY.UN, PWT.UN, COS.UN, FEL.UN
Japan: IIJI, MTF |
