RE:RE:RE:RE:RE:Scotia calls for a FCF Beat in Q4 - Graphs and detailSDE has had an incredible run lately but it's still relatively cheap:
(this is from a report today on CR)
I'm 200% energy right now, mostly (in order) Canadian gas: SDE, TOU, PIPE, KEL and then the associated midstreams KEY, TWM, PPL.
I'm still working on my exit strategy, I'd like to de-lever slowly into strength this winter and hold onto dividend payers, but I know from experience that no one rings a bell at the top and all these paper gains can be wiped out quickly. The more I read the more I'm convinced that this is the place to be for a while and try to just ignore the gyrations of daily market. It's been a wild ride from the bottom of March 2020