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