Glenn MacNeill, P.Eng.

Isn't up that much relative to its price and the other energy infrastructure stocks/trusts. Will spend almost $3 billion next year in order to grow infrastructure. Looking for a 10% earnings growth per share over the next several years. 3.6% yield.

Gold/Silver royalty company. Management owns about 20%. Made a number of deals. Expecting cash flow to start over the next couple of months. Undervalued. Speculative.

Has been on a tear recently because it is working in a large gold discovery in West Africa. Good for gold exposure on a company that is growing dramatically. Should be trading in the $20 level. Speculative.

(A Top Pick May 20/09. Up 48.87%.) Should continue to grow.

(A Top Pick May 20/09. Up 39.96%.) Should continue to grow.

(A Top Pick May 20/09. Up 29.28%.) Wouldn't Buy at this time, but still a Hold.

Stock price should continue to go up. About 58% natural gas but in its asset mix it has Christina Lake, an excellent heavy oil production facility. Also a big play in Foster Creek. Also involved in refining.

Photovoltaic modular developer. Big advantage is its technology that allows it to get better electricity yields. However, Photovoltaic is not competitive with most other electrical generation systems. Any large project needs government assistance or major capital.

Excellent company and is in the most profitable play in Western Canada, PetroBakken. Produces light oil. Has gotten very expensive and there are other producers with better value. Recently reduced his position.

Doesn't expect any problems when they change to a corp. Expected to distributions, but if not, adjustment will be slight. On an after-tax basis, you should end up in the same place.

Eclectic mix of assets. Roughly 50% oil and gas, 50% financial and also 500,000 square feet leased real estate space, 2/3 industrial and 1/3 retail. Would like to see some strategies and growth mechanisms before buying.

50/50 gas and oil. So big it has multiple strategies, which is a problem. He is contemplating reducing his holdings and taking advantage of other opportunities.

Gas producers in a very expensive area. Have had a very rocky past. Put themselves up for sale but unable to complete it. Have a lot of debt.

Assets across Western Canada, Gulf of Mexico and Yemen. Newest project is Long Lake, which has had a great deal of difficulty. Very difficult reservoir to develop needing Steam Assisted Gravity so have been unable to meet production projects. Refining looks very interesting. Better opportunities elsewhere.

Gas weighted in the Montney northwest Alberta, the most prolific and economic play. If you like gas this would be the one. He is inclined to wait until spring to see how much gas is around.