Good management. Recent drill results were a bit of a disappointment. A “show me” story right now.

Very good management team. Smart and well connected. Pretty good land position. Fully valued so wait for a pullback of 15%.

Likes the name. You could buy but he would wait for further results in the Cardium play. Very good management.

A “show me” story. Evenly weighted between gas and oil. Had some good oil results from the Doik (?) play, which is good.

(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.

Expecting oil to move higher. Had some operational hiccups at Syncrude in the 3rd quarter but that is behind them now. 4.8% yield.

This is a benchmark name. The rest of the world is growing, even if the US isn't and that is ultimately good for oil and oil sands.