When it comes to Canadian oil sands, there has been one direction that many a company has followed: toward the exit. Tough economics, as well as a lack of sufficient takeaway capacity, has made oil sands production difficult for oil companies. But where so many other companies see peril, ExxonMobil (NYSE:XOM) and Schlumberger (NYSE:SLB) see opportunity. Exxon has held the course on its major Kearl oil sands project and expects it to be up and running in 2015. Also, Schlumberger has just acquired a Canadian company that provides geochemical and fluid analysis to oil sands producers.

Sometimes, going against the grain can be a great opportunity to profit, but it also can come at great risk. Tune in to the video below where Fool.com contributor Tyler Crowe takes a look at these two companies' moves and ponders which one is likely to succeed.

 

Fool contributor Tyler Crowe has no position in any stocks mentioned. You can follow him at Fool.com under the handle TMFDirtyBird, on Google +, or on Twitter, @TylerCroweFool.

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