Q: Hi,
What are your top 3 to 5 picks in Canadian heavy oil?
Eric Nuttall picked CVE/ATH/CPG. in his recent appearance on BNN. He predicts it is bit too early for the Gas plays.
You can add separately the companies in the States as well. Eric's focus is only in Canada. I guess that is his mandate.
Thank you.
Mano.
You may want to add the stock symbols as the stem in this this question depending on your answer!
What are your top 3 to 5 picks in Canadian heavy oil?
Eric Nuttall picked CVE/ATH/CPG. in his recent appearance on BNN. He predicts it is bit too early for the Gas plays.
You can add separately the companies in the States as well. Eric's focus is only in Canada. I guess that is his mandate.
Thank you.
Mano.
You may want to add the stock symbols as the stem in this this question depending on your answer!
5i Research Answer:
For large caps we like the fact that these oil companies are repurchasing shares (or pay special dividends in some cases) significantly such as SU, and CNQ. CVE we think is fine as well. We think these names could perform well three or five years from now. But of course smaller companies can have more potential upside. We think MEG and ATH look good if we go down market cap. Like Eric, we prefer Canadian companies here.