- Whitecap Resources Inc. (WCP)
- Tennessee Valley Authority (TVE)
- Northern Oil and Gas Inc. (NOG)
- Chord Energy Corporation (CHRD)
Q: I am underweight in resources, thinking TVE or WCP...your thoughts on which of these two and perhaps a couple of US midcaps recc...thank you for all that you do.
5i Research Answer:
We would be quite comfortable owning both TVE and WCP for energy sector exposure. Both are cheap, offer good dividends and growth potential. In the US, we think NOG and CHRD are interesting.