Tamarack Valley Energy Ltd

• SC 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 $53BIMO $61BIPCO $21B +2
• BC Barometer Capital Management 3report ↗ Barometer's Pools cut AI-infrastructure exposure, exiting Caterpillar, GE Vernova, Howmet and Lam Research as momentum reversed, while adding Canadian integrated oil producers and rotating toward enterprise software and drug developers benefiting from AI adoption. The Global Macro Pool paired commodity exposure with shorts in long-duration bonds and moved net short North American equities as yields rose. third quarter 2026 AAPL $5.2TCAT $275BCNQ $101B +8

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