John Zechner : Our top names are the oil-levered producers
We remain overweight energy due to exceptionally low valuations, constrained commodity supply growth and increased corporate activity, says John Zechner, chairman and founder of J. Zechner Associates. Our top names are the oil-levered producers Baytex, Cenovus and Crescent Point. Baytex is rediculously cheap says Zechner. https://www.bnnbloomberg.ca/personal-finance/video/our-top-names-are-the-oil-levered-producers-john-zechner~2892488