One of the largest companies in the country. Best leases in the oil sands. Stumbled a little bit with fires and setbacks on their upgraders but starting to turn the corner. Had a good quarter recently. Throwing off more and more cash the cause of their integration with Petrocan.

Good small junior. Reasonably decent balance sheet. Being small without a focused strategy is limiting.

Of all the US majors this one has the most potential. Went from showing no growth and poor returns on capital to having one of the most focused capital programs in showing growth as well as reserve addition.

(A Top Pick Sept 28/09. Down 8.26%.)

(A Top Pick Sept 28/09. Up 4.35%.) Still a very solid but he sold on concerns about the weakening US economy.

(A Top Pick Sept 28/09. Down 5.09%.)

(A Top Pick Sept 10/09. Up 7%.) Just bought some Bakken plays in southern Alberta that adds an element of speculation, which doesn't thrill him. He'll be having a hard look at this.