TP TPZ Tortoise Electrification Infrastructure ETF Loading... : Bullish and Bearish Analyst Opinions

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.