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The Energy Trade Isn’t Over, It’s Changing: What to Buy Now
The energy trade has already delivered big gains—but David Szybunka says the cycle is far from over. The opportunity is simply changing.
David Szybunka, Senior Portfolio Manager & Managing Director of the Energy Team at Canoe Financial, joins Amber Kanwar to explain why he believes energy has entered the “optimism” stage of a much longer cycle. After large-cap oil producers led the rally, Szybunka is becoming more selective, finding better value in natural gas, mid-cap producers and oilfield services. He argues investors are too focused on today’s oil price and not enough on the structural…
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