Quote:
Originally Posted by rain_e
As mentioned already take a look at Suncor. It has definitely lagged due to the operational issues last quarter. You buy Suncor now and it's paying a 4.5% dividend which is higher then the other majors. Impressive cash flows in the last quarters results. I like being paid while I wait for the capital gains.
At this point all of them have had some good runs so it's a matter if you believe in these companies. My main holdings are SU, CVE, ARX. One was for the dividend and the other two I think will have some solid runs still.
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ARX earnings out today after close and they look excellent. I think I may sell some SU and move more into ARX. I like SU's dividend compared to ARX but ARX looks like it has more potential in gains.