A Few of My Favorite Things: OXY, SU, CVE post-Q2

August 9, 2024

As we roll through earnings season, a few of our holdings reported. To name a few, we had to privilege of sitting through the musak as investors waited for the quarterly conference calls to begin. Suncor, Cenovus, and Occidental Petroleum (“OXY”), just to name a few. Afterwards though, we were thinking. Might a Julie Andrews song sound better? Maybe one from the Sound of Music?

Well, these are a few of my favorite things . . . here’s the first: