Crescent Point Energy Corp (CPG.TO)

Expecting 100% upside at current share price. Transitioned from SE Saskatchewan to Montney play in BC (decades of inventory). Largest active shareholder in company. Trading under 3x cash flow given $80 oil price. New frac technique allowing for large increase of production from oil wells. Expecting ~$21 share price.
 

Darling within energy sector. Expecting strong performance over the long term. Highly correlated to energy prices. Would prefer CNQ shares as is very liquid. Good company, with strong management team. 

Looks really good for the small- to mid-cap energy space in Canada. At 2.4x, cheaper than peers at 3.4x. Decent dividend, some solid execution. Cashflow rising. Production growth profile of 7%. Investable. But do you want to buy now with a crowded trade and oil prices higher than they'll be in future?

Successfully transitioned into long reserve life company (Duvernay & Montney).
Largest oil wells in Canada.
Returning 60% of free cash flow yield to investors.
~15 years of high quality inventory.
Expecting 100% upside at current share price.
Dividend yield ~3% and will also issue special dividends.

It has done well this year. In general energy stocks are good to buy when the economy turns negative and energy prices drop. Don't buy these stocks at peak energy prices.

Had traded this many times. History suggests the chart will break out for a while. Keep in mind that it could pullback to the $10 neckline, but that's still positive. The chart looks constructive.

Focusing portfolio more on deeper oil/gas Alberta plays. Cheap. Buying back stock, increasing dividends. Around 3-4x cashflow. Yield is 3.3%.

Overhang was always inventory depth, but they've been acquiring. Now they have 15+ years of Tier-1 quality inventory. At 25%, second-highest free cashflow yield of companies he follows. Yield is 3.69%.

Solid execution last quarter. Cashflows beat by 4%. Lower valuation of 3.0x than peers at 3.9x. More indebted balance sheet, but it doesn't matter with oil prices where they are. Pretty nice production and EPS growth. Energy is under owned, and oil price is being manipulated higher, so this one can do well.

Quality company. Right-sized the ship, doing the right things. His view on natural gas and oil is positive. Transition to renewables will take longer than expected. Nat gas is volatile, but companies are focused on debt repayment rather than drilling at all costs, so they can weather those storms.

Very inexpensive on a fundamental basis. 
Paying down debt, re-structuring assets.
Returning cash to shareholders.
Trading at 3x operating cash flow @ current strip price.
Believes oil prices heading higher.
Financial markets weighing on price of oil - but will pass. 
Cheap valuation + dividends will slowly provide value over the years.

Have good shareholder returns around 11% and cheap compared to peers, 4.4x vs. 3.3x and boasts production growth at 16%, with some cah flow. They're paying you to wait with their dividend. Longer term this is a go-to Canadian oil name.