TotalEnergies SE (TTE)

Given the cashflows and potential to raise dividends and do buybacks, you have to add large-cap, European integrated companies. Favours them over Canada, excluding SU, as they're not subject to the WCS discount. Great total return story the next few years. You could also look at SHEL or BP. He'd buy here.

It pays a good yield and he likes the spin-off.