Excellent commentary as usual Alan! I saw you posted a tweet from Shubham Garg on oil demand, and I know he does a lot of great work on oil, especially Canadian oil companies. I'm wondering if this is something you've researched at all and what your thoughts are on the sector? I own some of the Canadian oil stocks and they seem like a tremendous value here, especially if oil stays strong.
I have done some research into oil companies and hold several in my portfolio. I haven't looked at or hold any Canadian oil companies. I think there has been a large under-investment in oil development and it has created a big distortion in the market. I think many oil companies could do really well over the long term.
Excellent commentary as usual Alan! I saw you posted a tweet from Shubham Garg on oil demand, and I know he does a lot of great work on oil, especially Canadian oil companies. I'm wondering if this is something you've researched at all and what your thoughts are on the sector? I own some of the Canadian oil stocks and they seem like a tremendous value here, especially if oil stays strong.
Thanks!
-Paul Fisher
I have done some research into oil companies and hold several in my portfolio. I haven't looked at or hold any Canadian oil companies. I think there has been a large under-investment in oil development and it has created a big distortion in the market. I think many oil companies could do really well over the long term.