David Lin 发布 2026-09-27
《‘Almost 0%’ Chance Stocks Are Higher In 10 Years | Bill Smead》
$SUN看涨
Senovas是国际基金和美国基金中的核心持仓（前五大），也是唯一为美国市场加工加拿大石油的炼油商。
所以，参与这一趋势的最佳方式是非常保守的方式，那就是通过 Senovas，这是我们国际基金中一个非常大的持仓，也是我们美国基金中一个非常大的持仓。所以，它们进行炼油。它们是我们五家公司之一。
它们是唯一一家做炼油的公司。所以，它们炼的是加拿大石油，然后运往美国，因为它们的炼油厂就在边境上。
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.