Great success drilling Montney. Very low finding/development costs. One that he could sleep at night with.

Very oil weighted. Resisted the urge to grow by acquisition so tend to be less liquid but have a great asset. A lot of Cardium locations with a significant inventory ahead of them. Finding/development costs are about $7 only.

Junior Colombian oil player. Excellent management. Impressive land spread with exposure to about 5 to 7 billion barrels of heavy oil in place. Also some exciting exploration prospects in Brazil and Guyana.

Looks like they are turning the corner. Had a rough start to 2010 with operational upsets as well as the pain of the merger process with Petrocan. Have a firebag expansion coming on next year so there will be some incremental production growth. There are better places to be.

Shares have been particularly weak over the last couple of months because they did a fairly large debt deal. Company has piled on a massive amount of debt onto their capital structure. Have 35% interest in the Long Lake project, which has struggled.

Small natural gas company that you probably can't go wrong on. Good catalyst ahead of it,

Prefers Crescent Point Energy (CPG-T), which has better land position, better depth of inventory and better economics. Has some pretty significant drilling catalysts in the Cardium to come this fall, so wouldn't count them out yet.