This segment is from Tuesday's edition of "Digging for Value," in which sector analysts Joel South and Taylor Muckerman discuss energy and materials news with host Alison Southwick. The twice-weekly show can be viewed on Tuesdays and Thursdays. It can also be found on Twitter, along with our extended coverage of the energy and materials sectors @TMFEnergy.

With North America in the midst of an energy revolution, companies like Suncor Energy (SU 0.42%) and ConocoPhillips (COP -0.41%) are taking advantage of the immense amount of unconventional oil available. The companies have different approaches to extracting oil, but they are each in great position to reward shareholders by focusing production on high return on investment projects. In this segment, energy analyst Joel South discusses both companies before they release earnings this week.