Jason Del VicarioTexas Pacific Land TrustTPLBUY ON WEAKNESSMay 05, 2020

Up 65% in Q1 and one of the best performers on the S&P. Is benefitting from high oil prices brought on by the Mideast war though down sharply today on hopes that the war will end.

They have a data centre business, but still trade in oil and gas, not his favourite sector now. The only thing to move this higher is higher oil prices.

Likes it, but shares have run up too far.

He trimmed this, after buying it last month when it was up 100% this year. He made 40% in a couple weeks. It could go higher. It's a royalty play on mineral rights, natural gas, oil and water.

He bought TPL because they own land, mostly in the Permian Basin, Texas. Is a royalty play on oil and natural gas and water. But shares are up 100% this year, so it's risky. Could benefit by fueling data centres. They print money.

(A Top Pick Jan 20/20, Up 7%) A streamer play where they rent land to oil/gas explorers and don't extract it themselves. They're at the mercy of oil prices. He got stopped out of this, though if he were to re-enter oil, this would be one of the two (along with Parex).