John ZechnerOil Services Vaneck ETFOIHPAST TOP PICKAug 27, 2018

He just trimmed it. It's a leveraged energy play. His cost basis rose to $330. When oil prices spike like today... A leveraged play, but now oil prices are going his way, so it's prudent to trim it by 25%. He has gained 30% since Jan. 12.

Oil stocks in Canada have been overlooked. There is a bit of a base going on and they are breaking out from that base. Eventually they will break out from the bottom. If you think oil stocks are going up this has been a bit of a laggard. They also own some oil producers including Suncor. It is a longer term holding.

Most Canadians are very exposed to oil. This is an interesting spin because it is the oil service companies and not the producers. You can get broader exposure through others in Canada.

(Past Top Pick March 27, 2018, Up 7%) A direct oil play. The oil price has done better than expected, but it's frustrating to get the commodity call right, but the stocks don't rise accordingly.

An oil services ETF. 35% of this is Haliburton and Slumberger. With oil above $60, a lot of money is going back into the ground, more so in the U.S. than Canada. Valuations are low in the mid-20s.

At $60 plus for oil you get a lot of investment going back into the ground. It is trading at the low end of the historical range. It should get a bigger boost going forward.