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Energy remains my top sector for long-term alpha, driven by prudent capital allocation, dwindling reserves, and underestimated demand growth. Despite recent outperformance, I am not chasing momentum; I plan to buy on weakness when geopolitical risk premiums fade. Large E&P companies are prioritizing free cash flow and reserve protection over production growth, supporting a bullish supply outlook.

The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate both quantitatively and qualitatively and select the top 10 names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum and is suitable for investors in the accumulation phase.

PSX's diversified model may outshine CVE as soft oil prices pressure upstream earnings and reshape energy investment appeal.

CALGARY, Alberta, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Cenovus Energy Inc. (TSX: CVE) (NYSE: CVE) today announced it will exercise its right to redeem its 2.577% Series 1 Preferred Shares (the “Series 1 Preferred Shares”) and its 3.948% Series 2 Preferred Shares (the “Series 2 Preferred Shares”, collectively, the “Series 1 & 2 Preferred Shares”) on March 31, 2026 (the “Redemption”). All of the Series 1 & 2 Preferred Shares outstanding will be redeemed at the price of $25.00 per share, for an aggregate amount payable to holders of $300 million, less required withholdings, if any, funded primarily from cash on hand.

CVE posts Q4 EPS beat on higher oil sands output as upstream production jumps, despite weaker revenues and rising transport costs.

CVE nears its 52-week high after a 58% surge, but rising valuation and sharp oil price sensitivity raise downside risks as WTI forecasts soften.

Cenovus Energy reported a significant annual currency gain of approximately C$800 million. CVE's production increases and growth projects offset weaker sales prices. MEG Energy's production contributed partially to the quarter. The Trans Mountain Expansion pipeline narrowed heavy oil discounts.