Tau,
My 3 biggest holding are:
- Petrobakken - PBN
- Suncor - SU
- Encana/Cenovus
Good for about 20% each. I know, I'm overweight in those 3, but I am betting heavily on energy. If anything drags me out of the doldrums it will be these 3!
For me, I think tech stocks are too finicky and cyclical. Banks - waiting for the other shoe to drop.
???????????Where is gold going???????
I really like Goldcorp and am watching SanGold.
Also watching ag. I have been a huge fan of Agrium and waiting to jump back in.
KG