For this week's live discussion at Inside the Market, we were joined by two portfolio managers at Sentry Investments to find out their latest views on the high-flying Canadian energy sector - and the oil and gas stocks they think are still worth buying.
Mason Granger and Swanzy Quarshie both manage the Sentry Energy Growth and Income Fund. It's performed well over the past 12 months, returning 40.4 per cent versus the 28.7 per cent return of the S&P/TSX capped energy index. Its five-year return is also impressive, about triple the index. (Click here for more about the fund, its top holdings and its performance.)
Mason is the lead manager of the fund and prior to joining Sentry in 2008 worked in the Canadian energy industry as a process engineer. He has an MBA from Rotman School of Management and a Bachelor of Engineering Chemistry degree from Queen's University. He was also the winner of a Brendan Wood International Canadian TopGun Award in both 2011 and 2012. The award is given by the sell-side analyst community to those with the best grasp of the industries in which they invest.
Swanzy has more than 10 years experience in the financial industry and is a Chartered Financial Analyst.
Some mobile users may want to click here for an easier-to-read format.
Darcy Keith