Gibson Energy (GEI.TO)

Likes this name and this space in particular, so she is quite heavily weighted in energy infrastructure. There has been a shift in the basin towards natural gas liquids and you need a lot of infrastructure. With the lack of pipeline take away capacity, rail has become a big component of getting oil out of Western Canada. This company has a lot of terminals and a lot of storage and have benefited from this.

(A Top Pick Nov 15/12. Up 25.7%.) Organic growth is pretty good. Announced they were going to increase their crude by rail exposure. Made a big acquisition in the environmental services area last year. Reported a very sloppy quarter which created a significant selloff. Continues to like this.

A mid market company that provides a suite of services, storage, transportation, all the basic things that oil companies need to get their products to and from market. Took a hard look at this one recently and felt he would be happier with the purer plays. Not a bad company. Doesn’t feel it has to fear any interest rise in the next 2-3 years. Reasonably good buy.

Likes the services to the oil and gas companies. With the total CapX programs, about $250 million this year, it will result in additional cash flows.

Likes it. Looks at it seriously from time to time and keeps missing buying it on the dips. Rail as opposed to pipelines. Well managed company.

(A Top Pick June 8/12. Up 26.69%.) Loves this and their exposure to crude by rail. Building terminals, which is a growing business for the distribution of crude in the absence of any major pipeline been approved. Stock has been under pressure. Not particularly liquid. Also, everybody has profits since the IPO. Also, viewed as interest sensitive. You are probably better off switching out of these very defensive and interest sensitive names and into more cyclical names. This is what the market is doing right now. She has taken some profits.

Great history as an oil services company. Likes that they have operations in the US. Beat consensus last year. Great balance sheet.

Energy infrastructure space. Sold off because of interest sensitivity and missed last quarter for first time since they went public. It was because of weather. The yield trade caused them to sell off also. They are building their regulated business. Most is unregulated, making them more volatile. They have storage and pipelines and environmental services and a marketing arm that makes money off differential changes.

Really likes this name. Suffered a big downtrend earlier this year, which was almost entirely due to oil differentials. They really need a widening oil differential. Now that the differential is back up to around $24, this company is firing on all cylinders. Slightly overbought on a short-term basis, so you can probably expect it to come back to about $23.

Did an acquisition last year of a US energy services company, which is a little more volatile than their base business. Feels that investors are having trouble figuring out what multiple to use. Last quarter they missed on the energy services side. Good buying opportunity. Good dividend.

Showing poor relative strength versus a lot of the other energy players. It is questionable if this is a good stock to hold. Chart shows it is in a new downtrend. Recently blew through its old support of around $20.

(Market Call Minute) Likes it, good protection of the interview.

He trimmed it from 3.5% down to 2. Still pays a nice dividend. Worries market might look a little forward and see margins drop due to rail capacity coming on line. Maybe the growth in rail is over. Low $20s is where you want to buy it and $26 and change is where you want to trim it.

(A Top Pick April 30/12. Down 4.08%.) Ever since their IPO they have consistently done better than predicted. Just reported 2^nd quarter which was a miss because of its US acquisition Omni. Getting evidence now that this is going to be better. Still likes. He could see $28.

(Top Pick Aug 13/12, Up 8.16%) Recently came out of it over the last few weeks because an acquisition was giving them some difficulty. The numbers are going the wrong way right now.