Hard to see a strong catalyst going forward. Will probably move up higher with oil prices but you could get more bang for your buck. Have a lot of exposure to refining, which is where you don't want to be these days.
Did reasonably well in the last 7-8 months. A little bit of upside left to go. Good news is integration of Grey Wolf acquisition, updating its fleet with deeper rigs and have a lot of assets in the West. Has a little bit of room to go but he is sceptical about natural gas prices holding beyond the next few months.
(A Top Pick Jan 2/09. Up 8.29%.) This is a time to being a little more defensive. Basically hasn't moved in over a year. Has Keystone pipeline coming on so it's getting into the oil transportation business, which will start impacting it meaningfully this quarter. Can finance all its growth through internal cash generation.
(A Top Pick Jan 2/09. Down 4.17%.) Sold a lot of his holdings. A play on power prices. Correlated with gas prices so if you think gas is going up you could play this.