skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. CEU: Hi 5i, given there is a high probability of "drill baby drill", what would be your top Canadian Oil & Gas service companies with exposure to the US? [CES Energy Solutions Corp.]
You can view 2 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i, given there is a high probability of "drill baby drill", what would be your top Canadian Oil & Gas service companies with exposure to the US? Thx.
Asked by Christopher on November 07, 2024
5i Research Answer:

We would suggest PD, which gets half its revenue in the US. We have comments posted on MCB. It is fine but quite small. CEU could do well but it has surged so much this year could consolidate. ESI is riskier but has leverage, with more than half of its business in the US.