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

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.

More In Future of Energy

CNBC ProThis solar stock is jumping after an upgrade from Bank of America
CNBC ProThere’s a ‘great battery race’ ahead says Goldman Sachs. These stocks will win
CNBC ProMorgan Stanley downgrades Solaredge to equal-weight, says stock may be fully valued