Why This is a Stock Picker’s Market and a TFSA Mistake to Avoid
The Canadian Investor
Investing in Natural Gas and the Future of Energy
This chapter explores the investment thesis and portfolio allocation of the speakers, with a focus on their bullish outlook on natural gas. They discuss the advantages of natural gas over coal, the potential growth of nuclear and renewable energy sources, and their strategy of equal weighting their bets between Canadian natural resources and a specific company for exposure to oil and natural gas prices. They also emphasize the importance of dividend policies and express their desire for more public companies to adopt a certain dividend policy.
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