Strad Energy Services (SDY-T)

One of the more conservatively run oil service companies. A smaller oil service business. He likes some of the stuff they do in their rig matting and gas compression businesses. They have an acquisition strategy, and in this environment they may see some opportunities that could be accretive to shareholders. Balance sheet is pretty clean. Yield of 8%.

Are doing well, taking business from mum and pop operations. They make sense. They will be the last one to move back up here.

(A Top Pick September 10/12. Down 12.51%.) On the service side of drilling, equipment, etc. When it went down, he bought more at $3.01. Pays a dividend of about 5.5% . Excellent management. 50/50 Canada and the US in terms of production.

6.7% dividend. They are all set up. 50/50 Canada and US. Excellent management. Expects they will be more of a growth stock but he bought it as a value stock. He is optimistic on Nat Gas prices going forward. This could be a take-over candidate down the road.

Just hit new lows and he likes to buy when things are down and dirty. Excellent management. 50% of the company is in the US. Very big in the Bakken in North Dakota as well as the Marcellus. 7.56% yield which is not expected to be cut as it is only 25% of their cash flow.

(Top Pick Jan 13/12, Down 16.30%)

Could be a take-over candidate. Management is building up the company, selling off one of their low margin businesses. Energy and services plus non-bank financials are his two best sectors. Run by an excellent group. Extraordinarily cheap and they are already set up. Not that well followed. Could be a take-over candidate in time.