Description: Rafi Tahmazian, senior portfolio manager at Canoe Financial, joins BNN Bloomberg to talk about why he’s increasing his position in Canadian energy. He says that unprecedented valuations are largely behind this move.
Source: BNNBloomberg.ca – video report
Date: Sep 12, 2019
Questions for discussion:
- Summarize the industry analysis presented by Rafi Tahmazian.
- Do you agree with his assessments and investment thinking?