John O'Connell, CFA Stoneham Drilling Trust SDG.UN-T TOP PICK Apr 11, 2011

Was just an IPO last week at $12. Pays $1.50 distribution. If it goes to $20, plus your $1.50 gives a 20% return. Low risk.

Seeing drilling and capital expenditures in the oil patch in rcord numbers, so it is seeing its margins increase. Running at nearly full capacity. Quite expensive. This sector can fall out of bed very quickly if expeditures should decline in the patch.

An excellent driller. Energy prices are going to stay very high for a very long time because of the basic supply/demand characteristics of the world.