TPZ Tortoise Electrification Infrastructure ETF : Bullish and Bearish Analyst Opinions
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14:00
Mar 01
Mar 01
Rule owns all three Canadian oil royalty names (Freehold, Prairie Sky, Topaz). He notes Canadian oil stocks trade at "half the real comps" of US peers. Geological runway. The US Permian Basin is ~85% drilled (tier 1 locations), whereas the Western Canadian Sedimentary Basin is only ~45% drilled. The political risk (Trudeau) is priced in, creating a deep value opportunity. LONG Canadian oil royalties for yield and inventory longevity. Canadian political interference (carbon taxes, caps) or a crash in oil prices.
About TPZ Analyst Coverage
Buzzberg tracks TPZ (Tortoise Electrification Infrastructure ETF) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.