RE:compareI no longer own Kelt and Tamarack. Took a profit on Kelt and a loss on TVE.
Not comfortable owning much energy at this time.
May buy back in at some point
A Biden win could be very disruuptive for Canadian oil patch.
In Canada we have the NDP supporting truedumb. conservatives thus far have no strategy to beat Clown Prince.
Only energy I own is TXP ,SRX and Cardinal debentures.Holding some gold shares and a lot of cash at the moment.
Tax loss season soon... It may have already started.
Warm fall not good for natural gas. Along with covid destroying a lot of economic activity.
It will get a lot worse..
. Middle East may explode soon.They are suffering big time. The cuts were not enough.
It will take much higher oil prices for a couple of years before energy companies can repair balance sheets.