Horizon North Logistics (HNL.TO)

Loves this as an indirect way to play the resources. He tends not to invest directly in resources. This is a more conservative way to play. The whole sector is growing at about 18% clip over the next 5 years and this is a great way to play it.

(A Top Pick March 27/13. Up 48.2%.) Had announced that 2014 was going to be a little bit weaker than 2013, but looking forward to 2015-2016, they are going to be great years. This weakness offers another buying opportunity.

He once recommended it and it did very well, then he held on too long and then sold at a slight loss. The concept of the company is fantastic. They have one product and now they have some competition. The chart has some support at $7.70. There are some issues as well. Prefers PD-T

Not the only provider of camps and catering services but they are one of the big ones. Stumbled a little in the last quarter because of timing and manufacturing issues, so not a bad time to Buy. Good company. Upside from oil sands, LNG and mining is there.

Camps and catering to oils sands companies in remote areas. They released a few weeks ago that they will materially miss Q4 revenues. He thinks dividend is safe so we just have to weather the storm for a couple of quarters. 3.5-4% dividend, so stick with it. Buy on the down draft.

(Market Call Minute.) Reported a 40% drop in revenues and he does not like to see that. His rating is probably going to get cut on this one.

Well managed. Manufacture their own facilities which, they say, gives them a competitive advantage, but he is not so sure. Not all that certain that the LNG story is going to happen nearly as fast as most people think. The servicing sector is a very challenging sector, so this could drift lower for a while. An oncoming threat that is being pooh-poohed, but which he thinks is a real long-term threat is that Mexico is getting their act together. They have changed their Constitution. It is a tripartite agreement. Mexico is a low-cost resource rich country with lots of people prepared to work.

Manufacture and operate big housing complexes that are remote, in places like Fort McMurray. Should benefit a lot from LNG pipeline and plant expansion, which hopefully will get approved.

A great way to play the resource space. Cheap and has a great dividend. Great growth profile as the industry grows in the next few years. He can see more upside to this one.

Always put in opportunistic bids. Look at the stock chart and if you can see a pattern where it routinely goes up and then drops 2%-3%, put in some layered bids in such as $9.15-$9.20-$9.40 if you really want to buy it. This name really has some upside. Not just an oilsands provider. Have the opportunity to build camps in northern BC. If this LNG boom proves true, as he expects it will, they will have a lot of work to do ahead.

Sets up camps for oil, natural gas, LNG products, potash mines and mining in general.

(A Top Pick Sept 4/13. Up 33.6%.) Cautious to the overall energy sector right now and this is his biggest holding. A really, really well run company. Most money has been made by guys who provide the services. This company innovated the whole remote accommodation industry by coming up with the concept of executive camps and have out executed their competitors. This is in the backdrop of the concept of Canadian oil sands going from 1.5 million barrels a day to 3 million barrels, which will require a lot of picks and shovels along with people and places for them to sleep. There will be more good news.

Temporary housing accommodation camp provider.

Manufactures, sells and rents beds, camps and catering services. Great way to get exposure to the resource sector in mining, oil/gas and the oil sands. A good growth company. Very decent dividend of 3.3% and a dividend grower.

Has been a fantastic story off the bottom. Earlier this year they lost one of the contracts for their housing. They are now redeploying the beds and she thinks they are going to be successful. Well managed. This is a long-term Buy.