Dear fellow investors,
A couple of weeks ago, our firm was in attendance at the London Value Investor Conference. It’s an annual event that hosts investors from across the world with their view of what they find attractive. Author and investor Richard Oldfield reminded me and the audience that my father had presented on Simon Property Group (SPG) the year prior. In effect, the bar was set high.
Our team built a presentation to discuss the attractiveness of oil and coal stocks. It was titled “Fossilized Value in a Crazy World,” and we highlighted what we believe will be rewarding investments in oil stocks like Ovintiv (NYSE:OVV), APA Corp. (NASDAQ:APA), Strathcona Resources (TSE:SCR) and coals stocks like Whitehaven Coal...
