Arc Resources Ltd (ARX.TO)

A quality company that runs its business like it will be around for another 25 years. Hold it for a long time and see 10% a year.

One of the higher-quality companies and thinks it will be a survivor coming out of this. About a 60% gas producer. Good assets. He can’t guarantee the dividend is safe as it will depend on commodity prices.

A producer in the energy industry. An ENP producer. They have hedges in place. The payout is slightly over 100% in this environment. Steady dividend growth.

(Top Pick May 23/14, Down 28.68%) The play is getting better and better for them. They run it to create long term value and she still likes it. LNG projects could be a potential outlet for their gas. They are one of the lower cost gas producers in the basin.

One of his favourites in the Natural gas area. Energy has been beaten up. There is a potential additional supply from Iran that has to come to market at some point. If the G7 does a deal with Iran, which he thinks will not happen, it could lead to a million barrels of supply in a year. He decided to stand back and watch and wait. It’s far too late to sell. He would continue to watch it and hold it, but don’t buy at this time. 5.5% yield.

An opportunity for you to make money on oil or liquids growth, but also have the natural gas optionality. Has been a significant underperformer in an environment where it should actually be doing very well. This is one of those Hallmark Canadian dividend paying companies. Have a huge resource base in the Montneys that is potentially going to benefit from any exports from Canada if the LNG projects go forward. Dividend yield of 5.43%.

An investment in energy for people that are looking for places to initiate positions in the energy sector. Extremely well-managed. About 60% weighted to natural gas. Has a really good balance sheet. Yield of 5.51%, which is fairly well covered by earnings, and more than covered by cash flow.

The stocks all had a bit of a rally when energy prices improved. This company came out very early with an equity issue to strengthen their balance sheet, because they wanted to be in a position to acquire some distressed assets. They did not cut their dividend like a lot of the companies did. Well-managed company. She hasn’t been adding to her energy exposure yet as there might be a pullback in crude. If it happens, then stocks might pull back a little bit more. She is waiting for another bit of a pullback before she buys anymore.

One of the 2 energy stocks that he does own. A mixture of oil and gas. Exceedingly well-run company with very good properties. He would hold off buying because he thinks the price of oil is going back down again and gas has stayed down.

(Market Call Minute) Does not want to be exposed to energy.

A perfect stock for a long-term investor. They’re running this very efficiently. A low cost structure. They are not making short-term decisions to manage the market. It will be up and down with the commodities, but management is doing the right things.

This is a core holding for him. He considers a management team to be amongst the best in the business. They have a very disciplined focus on profitability. This gives you about a 60% weighting towards natural gas, which is very well hedged with favourable prices relative to strip. 40% of their asset base is oil weighted. He is quite comfortable with the sustainability of the dividend.

Regarded as one of the premier oil names. Oil is cheap and you can buy quality oil names and eventually you will do well. This one is a little more gassy. He likes the location, the market it is exposed to, the management team and the balance sheet. At some point, maybe we’ll get the pipeline to the east. Dividend yield of 4.62%.

Has been around for a long time. Best in class. Great management. Probably one of the more supreme companies when it comes to managing production.

There has been a big decline in energy prices. This is a very good management team. The dividend is sustainable at current levels. They have exposure to all the right markets. A balanced portfolio. Longer term this will make some money.