Encana Corp (ECA.TO)

Gas is a regional market. He thinks it has a better short term potential than oil. He says he is not an expert though. He is leery of any energy names right now. Feels that there is still more bad sentiment to come. Be cautious about it.

(Past Top Pick, July 21 2014, down 59.41 %) Using stop losses he got out of all 3 of his past top picks because of the oil crisis.. Have hurt because of the oil. Stock is in a downtrend line and is still falling until it finds support. Don't bargain hunt until the stock has found support.

She thinks Nat Gas could recover to $5 at some point. This is an okay, decent long term hold.

Likes management. This is a difficult environment right now and would not be his top pick for where to go. Prefers Suncor (SU-T). Doesn’t see energy going a lot lower, so if you own, you could probably hold on here.

This is one of the great companies, and you are getting an amazing price now in some of these stocks, and you will be a fantastic winner some day when we get the recovery. There are all sorts of reasons why the recovery will occur. You could take a chance.

Is the dividend safe? If oil stays at current levels, pretty much every dividend in the sector is going to be at risk. The bigger question is have we fully addressed the current oil price market, and he thinks the jury is out.

A large company and even with a two to three year investment horizon, he would not look at this one. He does not like all their decisions. He sold after the Prairie Sky spin out.

(A Top Pick July 28/14. Down 56.8%.) This is under stress, but it is one of the major players. One of the nice things is the quality of their properties. Being one of the large players, they will eventually be one of the companies that will prosper. The dividend may not be secure, but this is not a stock that you own for the dividends.

Historically a great Canadian company and down 80% from its high. Because they were early to the whole shale gas situation, they ended up becoming “average”. That is fine, but now we have tons of gas and you really only make money if you are in the 1^st quartile. He is looking for companies that are best in class. We really are in a nasty bear market in the commodities. He would go to the highest quality company first, such as Tourmaline (TOU-T) and Peyto (PEY-T).

Gas has not mattered in this energy decline. In selling and buying assets, they are somewhat back into oil now, even though they are still more gassy than they are oily. The forward curve is not going to be very good for this company in the next few years.

Finds this a bit too big and would rather concentrate on others. Prefers oil rather than natural gas.

A natural gas producer and the commodity has been quite depressed. If they were a renewed interest in the Canadian energy patch, this name would benefit, but she doesn’t see a catalyst for the next few months.

A good example of a core holding. They raised capital earlier in the year and sold off some core assets to shore up the balance sheet. The dividend is safe. It is a fairly decent investment at $50 oil.

He has a lot of respect for what the CEO is trying to do, but his preference would be to move to TOU-T as it will go up more from here.

(Top Pick June 9/14, Down 40.77%) Some picks are for a shorter term. This was a tactical trade based on a new CEO. He sold at a profit. Most of these are sells. The challenge still is debt, however. They did two asset purchases at the top of the market.