Tamarack Valley Energy Ltd T.TVE

Another View

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TVE is not necessary unique, but its corporate goals are a bit different than others. Most energy companies are focusing on dividends and buybacks, as that's what investors want. But that may not be the best for future growth. TVE has both, but it is not afraid to spend money for growth, evidenced by its very large Deltastream acquisition. With this deal it is one of the few in the sector actually expected to see revenue and cash flow growth this year, even with lower commodity prices. The stock is cheap, we think management is good and upside potential (if things work out!) is higher than many others. We also like TOU a lot, and CNQ/SU are our 'go-to' large caps.  (5iResearch)