TSX:ARX - Post Discussion
Post by
retiredcf on Jun 11, 2024 6:32am
Analyst Recommendation
Good to see that given their conservative nature (see notes below), she still likes the NG sector. GLTA Our portfolio has remained extremely conservative and defensive despite market optimism this year. We are extremely cautious in the near/medium term as we see several signs of an economic downturn. The perceived strength of the consumer is showing signs of weakness as saving rates have come down, credit balances are up and total retail spending is slowing. We’ve seen many retailers in the U.S. and in Canada bring down their guidance for the rest of the year amid a more cautious and cash-strapped consumer. COMMENT
Arc Resources Ltd(ARX-T)
10/06/2024
The question was on her preference between Tourmaline or Arc resources. It is fine to own both - they are both well managed and have good assets. They own Arc because they like assets slightly better.
Oil / Gas
Rebecca Teltscher
$25.270
Owned
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