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Cole Smead: The Market is Dead Wrong on Canadian Energy
Cole Smead is back—and doubling down. The outspoken U.S. fund manager returns to In the Money with Amber Kanwar to explain why he's still bullish on Canadian energy stocks despite investor apathy, volatile oil prices, and political headwinds.
He breaks down the major disconnect between market perception and industry fundamentals, explains why Canadian oil stocks are "a buy across the board," and unveils his theory of consolidation: “Who’s your daddy?” From Strathcona’s move on MEG to a wild forecast that Cenovus could end up with Suncor, Cole doesn’t hold back.
Smead tackles listener…
The skinny
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