Episode 17 | Is it time for energy investors to look at large-cap with Mike Dragosits | Harvest Talks

Date

July 4, 2022
Episode 17 | Is it time for energy investors to look at large-cap with Mike Dragosits | Harvest Talks

Highlights:

Oil prices have swung extremely since the onset of the pandemic, from negative values to well over $100 per barrel. This podcast featuring portfolio manager Mike Dragosits unpacks what those swings mean for investors.

Timestamps:

00:00 – Intro
01:45 – Why oil prices have swung so extremely?
04:03 – The likelihood of this roller coaster continuing
06:32 – Who have been the winners so far?
09:43 – The story of large-cap oil companies
12:18 – Other strategies for energy investors
15:14 – Compare and contrast: large cap vs small cap

Hosted by:

Mike Dragosits, CFA

Mike Dragosits, CFA

Portfolio Manager
Harvest ETFs

Read bio

David Kitai

David Kitai

Content Writer & Editor
Harvest ETFs

Read bio

How to subscribe:

The podcast is available to listen and subscribe through any of the following platforms:

Disclaimer

For Information Purposes Only. All comments, opinions and views expressed are of a general nature and should not be considered as advice and/or a recommendation to purchase or sell the mentioned securities or used to engage in personal investment strategies.

You will usually pay brokerage fees to your dealer if you purchase or sell units of the Fund(s) on the TSX. If the units are purchased or sold on the TSX, investors may pay more than the current net asset value when buying units of the Fund(s) and may receive less than the current net asset value when selling them. There are ongoing fees and expenses associated with owning units of an investment fund. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. An investment fund must prepare disclosure documents that contain key information about the fund. You can find more detailed information about the fund in these documents.

Certain statements in the Harvest Blog are forward looking Forward-looking statements (“FLS”) are statements that are predictive in nature, depend upon or refer to future events or conditions, or that include words such as “may,” “will,” “should,” “could,” “expect,” “anticipate,” “intend,” “plan,” “believe,” or “estimate,” or other similar expressions. Statements that look forward in time or include anything other than historical information are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the FLS.

FLS are not guarantees of future performance and are by their nature based on numerous assumptions, which include, amongst other things, that (i) the Fund can attract and maintain investors and have sufficient capital under management to effect their investment strategies, (ii) the investment strategies will produce the results intended by the portfolio managers, and (iii) the markets will react and perform in a manner consistent with the investment strategies. Although the FLS contained herein are based upon what the portfolio manager believe to be reasonable assumptions, the portfolio manager cannot assure that actual results will be consistent with these FLS.

Unless required by applicable law, Harvest Portfolios Group Inc. does not undertake, and specifically disclaim, any intention or obligation to update or revise any FLS, whether as a result of new information, future events or otherwise.