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Navigating A "Structural Shift" In Markets | Joseph Wang & Martin Pelletier
Forward Guidance
Are You Finding More Value in the Canadian Oil Producers?
In the US, if you look at exa Lea, that index of large cap American oil producers has been rising. And companies like Chevron, Hess, ExxonMobil are pretty much close to their, if not all time highs. However, a lot of the Canadian producers have sold off dramatically. Are you finding more value in the Canadian producers? And then how would you assess just the quality of businesses of Canadian oil producers versus American ones? Like what are the differences and to what degree are there positive or negative?
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