The Globe and Mail reports in its Saturday edition that President Donald Trump's ouster of Venezuelan leader Nicolás Maduro was the start of some serious uh-oh moments. The Globe's David Berman writes investors are pondering the effect of all that Venezuelan oil displacing Canadian heavy crude. Words uttered in defence of the sector sounded a bit desperate. "Canadian oil will be competitive because it is low risk," Prime Minister Mark Carney told reporters in Paris earlier this week. Is that enough to calm investors? The case for Suncor runs deeper than reliability, which may explain why the share price has outperformed Chevron by 9 percentage points over the past year, and 110 percentage points over the past five years, including dividends. Suncor's return on equity, a measure of profitability, is 11.7 per cent. That is considerably higher than Chevron's 7.3 per cent. Similarly, Suncor's profit margin is 30.6 per cent; Chevron's margin lags at 20 per cent, yet the stock trades at a premium valuation. No doubt, U.S. control of Venezuela's oil production should help Chevron, but early takes from analysts suggest that this is not exactly a game-changer. While Chevron has a lot going for it, Suncor may be the better bet.