US PerspectiveAs you will hear, he wishes that Canadian energy companies would follow the example of WFG and IFP which is why they are among the top five holdings in his fund. 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