David Lin Published 2026-09-27
“‘Almost 0%’ Chance Stocks Are Higher In 10 Years | Bill Smead”
$SUNBullish
Senovas is a core holding (top 5) in both international and US funds; it is the sole refiner processing Canadian oil for the US market.
So, so the best way to play that is a very conservative way and that's by Senovas and that's a very large position in our international fund and a very large position in our US fund.
So, so they are they refine that. So, they're one of the they're one of our five companies. They're the only one that refineses. So, they're refining Canadian oil and and it it's it goes to the United States cuz they're right, you know, their refining is right on the border.