Encana Corp (ECA.TO)

(Top Pick Dec 13/13, Down 18.56%) He sold it at a nice profit. It will be a decent story going forward.

Has no interest at all in this one. Dividend yield of 1.9%.

(A Top Pick Nov 7/13. Up 8.42%.) Thinks the company has done a really good job. A much improved company. Have phenomenal assets. This is the name that should be on every investor’s short list of energy names.

(A Top Pick Dec 11/13. Up 10.03%.) This is a company that is really in transition. Have gone from primarily being a gas producer to much more exposure to liquids in a short period of time. What have astounded people are the prices they have got for the assets they have sold. Have also made some very smart purchases.

Used to own it. Decided to move on because there were too few catalysts. Probably going to be a choppy environment. Still an excellent producer.

(A Top Pick Sept 30/14. Down 9.34%.) He has been very bearish on energy and had sold most of them by the end of August. Held this one because it had been defying the odds. Bought it on a breakout, but the breakout basically failed. He thinks energy and oil is oversold. It probably will bounce back, but he is going to exit the stock as it bounces back.

Now you are seeing that ECA is going back the other way from gas since they were spun out. He likes it. By 2016 they will be half oil and half gas. He thinks that they are on the right track now.

(A Top Pick Nov 13/13. Up 13.3%.) Just exited relatively recently, mainly because of the pullback in natural gas prices. They have done everything right.

Has been impressed with this company. All the deals they have been doing recently to transform themselves into what it is today, is going to be good for them in the long run. Balance sheet is a lot cleaner now than it used to be. They are executing on the plan that they set out for themselves. Would look at this one if the market started to turn around.

This is never been at the top of his list. The strategy of the company has always concerned him. This is a cheap stock. Natural gas prices are much better than they were 12 months ago. This is fine, but would not be one of his top energy picks. Would prefer Suncor (SU-T) or Canadian Natural Resources (CNQ-T).

They got rid of a good chunk of assets in Canada and bought an oil asset in the US. It would normally be strong from January to May of each year. Right now it is going sideways. The trend is not great, trading below 20 day moving average and only slightly positive compared to the TSX. Otherwise it is probably one of the better ones.

Loves this chart. Cup with handle. Broke out, tested and then he bought. There is quite a bit of upside on this one.

They are buying an American oil company that is big in liquids. They had previously been talked out of LNG and now they are back into it. This is a sign of a poorly managed company. Prefers SU-T.

This is obviously the 800 pound gorilla in the natural gas space. The markets in energy and natural gas have been down to flat over the last couple of months. This can pick up in the winter, depending on what happens with seasonality and temperatures. He prefers growthier names.

(A Top Pick Nov 7/13. Up 27.84%.) This is the kind of gas play that most investors should have in their portfolio. They have focused on 5-6 core areas only. Capital discipline is very important for this company. PrairieSky (PSK-T) has really helped them put their balance sheet in order and they’re sitting on a lot of cash right now. Looks pretty solid right.