Canadian equities manager roundtable: Part III

Senior gold stocks appeal to both growth and value managers

Sonita Horvitch 21 January, 2011 | 7:00PM
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Editor's note: Materials stocks are the main theme of today's concluding part three of Morningstar's manager roundtable on Canadian equities. There is also a brief discussion on the outlook for the Canadian banks. Our four panellists: Ted Macklin, managing director, Canadian equities, at Guardian Capital LP; Martin Hubbes, executive vice-president and chief investment officer at AGF Investments Inc.; Daniel Bubis, president, chief investment officer and founder of Winnipeg-based Tetrem Capital Management Ltd., and manager of CI Canadian Investment  ; and Suzann Pennington, senior vice-president and leader of the Saxon Group's all-cap Canadian equity and balanced team at Mackenzie Investments. The roundtable was organized and led by Morningstar columnist Sonita Horvitch. The first instalment, a discussion of the market outlook, ran on Monday, followed by Wednesday's part two, which was devoted to energy stocks.

Q: Time to talk about the materials sector, which is 24% of the S&P/TSX Composite Index. Let's start with coal.

Pennington: There is no pure play on thermal coal in Canada.

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Sonita Horvitch

Sonita Horvitch  

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