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Canadian Energy


ratiman
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Canadian energy is at ridiculous levels here. This is a good presentation by a Canadian analyst who has been saying "don't buy yet" and he's finally saying it's time to buy. In general he likes Canadian natgas and dislikes the oil sands stocks, although he does recommend Suncor for the dividend.

 

https://schachterenergyreport.ca/2020/03/black-gold-november-14-2019-webinar-2/

 

(The video is from March 19)

 

He likes CPG, VET, WCP,  BIR, GTE, BNP, CQE, CR, PONY, PRQ, SGY, TXP, BNE, CEU, DO (US), HWO, POU, PD, TOT, YGR

 

Among dividend payers he likes cne, imo, su, tou. Among infrastructure dividend payers b, ppl, trp.

 

 

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TOU (Tourmaline was recommended in another source /podcast, but I don’t  recall the source any more). Some smaller one look ridiculously valued, but if everything sells of so hard, one might just go with the best of breed.

 

I think NG could come back regardless of crude prices. If weaker competitors get shaken out.

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