Encana Corp (ECA.TO)

Likes the 3.65% dividend. Natural gas has really made a bottom and is starting to make a move. The stock is also moving up slowly and is above the 200 day moving average. Has created a golden cross in May/June area.

Locked in a difficult natural gas pricing environment. Company has always had very solid assets. Performance has recently improved because of an increase in natural gas prices. Upside potential is not as strong as other names in the sector. He still has a tilt more towards oil leveraged stocks. 3.6% yield.

More of a pure natural gas play. Although natural gas has gone up in the last little while, it is going to have a difficult time and prices will remain low. Prefers others in energy.

Thinks the natural gas is close to its bottom but this company is too big for him but is probably okay. If you want to play the natural gas market, there are smaller, more nimble players. (See Top Picks.)

Turned negative on the gas stocks at least a year ago. Great company with great assets but the gas area is just not one that he thinks is going to make money. Not a great dividend.

Has been a bit of a troubled stock because of forward hedges. Hedges a substantial portion of their natural gas, which is sure to continue for a long period of time. If hedges came off and they started to experience actual market price of natural gas, balance sheet can blow up significantly. Now we are starting to see higher natural gas prices and forward hedges are higher. They’ll probably benefit from locking in some hedges. As natural gas prices continue to strengthen, this company will improve but currently it is a bit of a risky bet. Very good company. 3.6% dividend. Watch the balance sheet.

Natural gas has been under a lot of pressure because of all the fracing but has been going on in the shale fields. Natural gas is only going to be produced to the extent that the people who are producing it get paid for actually pulling it out of the ground. This is one of North America’s largest gas producers with an enviable stable of assets. Yield of 3.6%.

(A Top Pick Aug 23/11. Down 7.04%.) In the long-term feels natural gas prices are going to be closer to $4. This is probably one of the strongest of the natural gas plays and has a balance sheet to take advantage of any opportunities that may come up. Feels a lot of power generation will be converted to natural gas. 3.6% dividend yield. This is a 3-5 year Hold.

(Market Call Minute.) You can buy this and average it on the way up.

Natural gas has appeared to bottom in April and moved past some very key technical resistance levels of 50 and 200 day. This company has done this as well. Thinks this will continue to recover from the moving commodity price. Getting into liquids a little bit better. Seasonally, energy stocks seem to do their best from July through October. 3.5% dividend.

Big bet on the future direction of Nat. Gas. 96% Nat Gas production. Excellent track record of generating value and entering into joint ventures. 3.7% dividend. $3.50-4.50 Nat gas prices a year out.