I don't own any of his picks but the argument applies across the Canadian energy sector. GLTA
Canadian oil stocks trading at much lower multiple than in 2014: Bison Interests' Young
Josh Young, CIO of Bison Interests, joins BNN Bloomberg for his outlook on the energy sector as oil trades over US$100. Young says oil stocks are better positioned than in 2014, but are trading at much lower multiples creating opportunity for investors. His top picks are Baytex, Journey and SandRidge.
https://www.bnnbloomberg.ca/video/canadian-oil-stocks-trading-at-much-lower-multiple-than-in-2014-bison-interests-young~2426859