Crescent Point Energy Corp (CPG-T)

CPG is not our favourite, but is certainly cheap and offers a good dividend and growth potential. The balance sheet is in much stronger shape than prior cycles, and it is one of the few in the sector expected to grow this year (with acquisitions offsetting lower pricing). Special dividends (small) will likely continue. We think it would be fine to own.
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Powerful balance sheet, good dividend yield. Huge upside potential based on FMV. Cheap on price to book. He's sorry for the timing of the recommendation, but sees no reason to sell outside of a year of ennui from trading sideways.

Cheap valuation, high free cashflow, aggressively buying back stock. Downside is inventory depth, but recent acquisition and drilling have rectified this. Can see the allure of this name much more than 3-4 months ago.

This will do well even if WTI oil is at $70. Don't need $80 or $90. Boasts 3-4x operating cash flow and a 15% free cash flow yield. The sector is cheap. Oil prices can go grow higher. CPG stopped growing for the sake of growing, but in recent years has been paying down debt and buying back shares. Did a major acquisition and consolidating their most productive assets.

Good job concentrating their portfolio. Acquisition looks to the future. More profitable to do acquisitions than to drill.

Is now hitting resistance at $10. Its range is $9-10. You can enter, but make it a partial position, considering yesterday's OPEC's oil cuts and Russia. pays a nice dividend.

Concern that company is inventory light.
Duvernay asset better than people believe. 
Tier 2 economics present a good investment case.
~13 years of inventory on Duvernay assets.
Pledging 50% of free cash flow returning to shareholders next year.
Good long term investment.

Nice in the past year and could get even better. Still bullish on oil and gas.

Has traded stock in the past.
Current trend line suggesting good time to buy.
Energy fundamentals strong.

Company is inventory light (less than 10 years).
Better names to own in energy sector.
Current shares are mis-priced, but very short term hold given inventory concerns.

He's buying. Hard to resist a stock that's trading at 3-3.5x operating cashflow when they're starting to pay down debt, return cash to shareholders, and unwind mistakes of the past decade. Risk is oil prices collapsing, but he's not really worried about that despite a slowdown, as there are still lots of supply issues.

Good company at current share price. 
Energy stocks have stalled at current prices.
Supply/demand situation settling in.
SPR purchase by USA at $70 good for investors.
$70-$80 floor good for business.