Our top names are the oil-levered producers: John Zechner
From youtube.com/bnnbloombergWe remain overweight energy due to exceptionally low valuations, constrained commodity supply growth and increased corporate activity, says John Zechner, chairman and founder of J. Zechner Associates. Our top names are the oil-levered producers Baytex, Cenovus and Crescent Point, says Zechner.