[Interview] The long term bull case for Canadian oil Stocks
Updated: Jul 12
Interview with Shubham Garg Founder/CEO of White Tundra Investments about the macro case for oil and why he is focused on Canadian small cap oil stocks.
Audio only version:
White tundra website with all his content free of charge https://www.whitetundra.ca/
Find him on twitter: @WhiteTundraSG
Stocks discussed ~Not financial advice~
Surge Energy Inc (TSE:SGY)
MEG Energy (TSE:MEG)
Spartan Delta (TSE:SDE)
00:00 Intro & background
05:23 Oil supply & demand dynamic
16:26 The case for small cap Canadian oil stocks
25:35 Dividends & share buybacks vs spendings on exploration
31:00 How long will the oil bull market last?
39:30 Top 3 stock picks
52:40 Where to find out more about White Tundra
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Disclaimer: This blog post is purely my personal opinion and is not financial advice. Please do your own research, before taking investment decisions. No payment or other incentives were received in exchange to produce the interview.