Very interesting. I follow Nuttall...because he's everywhere and puts a fairly cohesive macro strategy together for investing. One that largely agrees with my own. Confirmation bias, probably. That said my only Canadian stock that's done really well is Canadian Natural. Tamarack and ARC Energy have underperformed many of my U.S. names. It's a jungle out there. Cheers
Btw since you follow Canadian O&G closely you might find it of value to check out the investorvillage website thread energy investing which is mainly O&G with a focus on Canadian producers. Many people there have the industry experience and insight that might impress you.
Past year or so for any particular choice; stock picks are from interviews on BNN with performance based on subsequent interview, typically one year or so later than original interview.
Very interesting. I follow Nuttall...because he's everywhere and puts a fairly cohesive macro strategy together for investing. One that largely agrees with my own. Confirmation bias, probably. That said my only Canadian stock that's done really well is Canadian Natural. Tamarack and ARC Energy have underperformed many of my U.S. names. It's a jungle out there. Cheers
Btw since you follow Canadian O&G closely you might find it of value to check out the investorvillage website thread energy investing which is mainly O&G with a focus on Canadian producers. Many people there have the industry experience and insight that might impress you.
Michael, good info and excellent summary!
It’s math with more and more AI used to rebalance etc
It’s also tax advise ... very important!
Past year or so for any particular choice; stock picks are from interviews on BNN with performance based on subsequent interview, typically one year or so later than original interview.