Feels the market has mispriced some assets. Current stock price valuation basically comes from pipelines and high yields from Williams Partners (WPZ-N). Also have another division of US natural gas production assets and facilities of about $13 a share that are not included.

Gas name but have introduced a new play in Alberta. Drilled 3 wells and 2 of the 3 had very high oil production.

Believes there is a lot of opportunity in the mid-cap oil services side. A lot of them are increasing their revenue year-over-year. Q2 revenues were almost double Q2 2009 revenues. No debt. Stock is not started to move yet.

(A Top Pick Sept 14/09. Down 6.38%.)

(A Top Pick Sept 14/09. Up 115.52%.) Sold out of this one but may go back in sometime.

(A Top Pick Sept 14/09. Up 103.18%.) Sold out of this one but may go back in sometime.

New management team, which consolidated some companies. Some heavy oil exposure, which has not been as favourable recently because of pipeline leaks. Good management. Looking for over $2.