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Fund manager 'couldn't be more bullish' on these three U.S. energy stocks

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Employees torque a pipe at a wedge well at Christina Lake, a situ oil production facility half owned by Cenovus Energy and ConocoPhillips, in Conklin, Alberta, Canada.

Energy stocks offer investors a unique opportunity right now, according to Cole Smead, president of Smead Capital Management, who named his top three U.S. oil and gas companies.

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