RankingI own CVE, ATH and BTE. With everything that is going on in the world, is it time to take profits and buy again later? Please rank for future profits best first. Buy, Hold, Sell? We would rank ATH, CVE, BTE.
The sector is very cheap, and we think some energy exposure still makes sense. Very historical cycles, balance sheets are very strong, buybacks are much more active and dividend safety is much higher than in prior cycles. (5iResearch)