Oil Stocks: Jonathan Wellum, CEO, AIC Ltd.
Jonathan Wellum, CEO, AIC Ltd. was on RoBTV October 10th talking about Oil Stocks
TALISMAN ENERGY (NYSE:TLM TSE:TLM): in the energy space..our focus is oil sands, SUNCOR (NYSE:SU ECA:SU), CANADIAN OIL SANDS (TSE:COS.UN), to a lesser extent ENCANA (NYSE:ECA TSE:ECA) ..Talisman great run company, diversified assets..does not require high oil price..if you are bullish on oil, which is ultimately going to dictate price..then picking high quality asset like Talisman okay..however, dependent on commodity..want the reserves..
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