Equity Research Analyst Jeremy McCrae joins host Chris Cooksey to discuss Canadian energy, specifically the exploration and production sector. In this episode we explore 5 trends derived from how the ‘smart money’ was deployed in Q2, including:
- What ‘Energy Focused’ funds are buying
- Which funds picked the best performing companies in 2Q and what are they buying now
- Which E&P names have existing shareholders adding to (vs. selling) the most
- Which companies are seeing the most ‘new’ funds take a starting position
- Where is cross-ownership the highest and where is the potential for rotation
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