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Suncor Energy Inc. (SU $53.42)
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Athabasca Oil Corporation (ATH $5.66)
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Tamarack Valley Energy Ltd. (TVE $5.01)
Q: I am looking to increase my energy exposure, and I am debating between a more senior producer, such as Suncor, or looking for greater torque to oil prices, such as Tamarack or Athabasca. I was wondering about your thoughts on the matter, including whether you feel that energy producers have more runway, or if the energy sector has reached something closer to full value. This would be a smaller position, no more than 2% of portfolio, so I can afford to take on some risk for the opportunity for growth. Thanks again, and I look forward to reading your thoughts.