KC Invests
10.9K posts
@KC_Invests
Passionate about fishing 🎣, golf ⛳️, & hockey 🏒| Investing 💰
BREAKING 🚨: Japan Japan's 30-Year Yield soars above 3.9% for the first time in history 📈🇯🇵
Portfolio at $100 Oil: "We own 11 names. Our main fund is $1.82 billion as of right now" "What you wanna own at $80 is the same as what you wanna own at $90, $100, $110" "We wanna own companies with long-dated reserves 'cause if you have an inventory problem, you can't use your free cash flow for buybacks" "We want oil over gas. We generally want Canada over the United States" "We want management teams that agree with our philosophy, where share buybacks remain the path to continue to re-rate valuations" •Ninepoint PM @ericnuttall
Portfolio at $100 Oil: "We own 11 names. Our main fund is $1.82 billion as of right now" "What you wanna own at $80 is the same as what you wanna own at $90, $100, $110" "We wanna own companies with long-dated reserves 'cause if you have an inventory problem, you can't use your free cash flow for buybacks" "We want oil over gas. We generally want Canada over the United States" "We want management teams that agree with our philosophy, where share buybacks remain the path to continue to re-rate valuations" •Ninepoint PM @ericnuttall
Canada is an energy superpower and we’re going to lead the world in sustainable energy. That’s why we introduced new measures to cut methane emissions – to drive innovation, bring down pollution, and make Canada more competitive in global energy markets.
I don't know when the next Axios peace negotiations headline will drop, but it will probably say "per China's request".
