Why American Investor Cole Smead Loves Canadian Oil Stocks | In the Money with Amber Kanwar

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Why American Investor Cole Smead Loves Canadian Oil Stocks

American investor Cole Smead joins Amber Kanwar to break down why he's so bullish on Canadian oil stocks. Smead argues that Canadian energy stocks are some of the best investments in today's market - even amid fears over a trade war between the U.S. and Canada. In fact, he suggests now could be the second-best time in the past two decades to invest in this space.

We dive into why Smead prefers Canadian over U.S. energy stocks, how tariffs may impact Canadian oil and why he’s not worried and find out the top 3 Canadian energy names he's buying right now.

00:00 Intro
01:40 Why Cole Smead loves Canadian oil stocks
04:40 Why now may be one of the best times to invest in oil
14:10 The new sweet spot & why Cole avoids dividends
17:30 Why Capex isn’t always the right move
24:20 Why Cole doesn’t care about tariffs
28:45 What Mark Carney could mean for Canadian energy
32:45 Mailbag: Cole on the Whitecap-Veren merger
39:35 Thoughts on Baytex Energy
42:15 Does Cole like Imperial Oil at these levels?
47:20 Cole on Tamarack Valley Energy
49:45 Greenfire Resources
55:00 Would he buy the dip in CNQ?
57:30 Is the Couche-Tard/Seven & i deal good?
1:02:40 Cole’s Pro Picks
1:15:50 Coming up

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The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

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