Letters by company

Strathcona Resources Ltd.

1 letter discussing SCR. Everything written about it on this site is on its ticker page.

Smead Capital Management 2Q26 International Value Strategy Newsletter: Stampeding Towards the Next Problem Smead Capital Management argues that strong refining margins and falling global inventories contradict claims of oil-demand destruction. It favors Canadian heavy-oil producers with long-life assets, disciplined capital allocation and buyback preferences, expecting constrained North American and OPEC+ supply to require higher oil prices over time. 2Q26 CVE $58BIMO $60BIPCO $19B