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

Video Description

👉 Click Here to Subscribe: https://www.youtube.com/@inthemoneypod?sub_confirmation=1 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 Sponsors ​​This episode is sponsored by BMO InvestorLine. You’re going to hear about some interesting stock ideas on this podcast. To help you research and potentially act on those ideas, consider BMO InvestorLine. Their platform provides the resources you need to analyze potential investments, with the valuable tools and research you need when exploring the market. Plus, you’ll find the BMO Investment Learning Centre with educational courses and videos empowering you to make informed decisions. Learn how you can earn up to $3,500 cash back when you open a new account at https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16 For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit https://raymondjames.ca today to discover how you can live a life well planned. Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit https://ATB.com/inthemoney for more information. https://inthemoneypod.com/ https://instagram.com/inthemoneypod https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypod https://facebook.com/profile.php?id=61569721774740 [email protected] DISCLAIMERS 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. BMO DISCLAIMER Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same. #IntheMoney