Stock picks: Fund manager bullish on these US oil and gas stocks – CNBC

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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.

Brent Lewin | Bloomberg | Getty Images

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.