US PerspectiveSome interesting views, particularly on Alberta energy. GLTA
U.S. portfolio manager: I'm stunned international money isn't buying cheap Canadian stocks
Cole Smead of Smead Capital Management has Cenovus, MEG Energy, West Fraser Timber and Interfor among his top holdings. He says international money managers are missing a massive opportunity in Canada but they will come rushing in before long.
https://www.bnnbloomberg.ca/video/u-s-portfolio-manager-i-m-stunned-international-money-isn-t-buying-cheap-canadian-stocks~2430402