Very levered to oil prices, both ways. Are selling assets to clean up balance sheet. As long as oil stays above $85, they are undervalued. A junior oil sands play. A little riskier than average.

They had disappointed last year and pre-announced a contract loss. Now, have a better outlook and a record outlook. Under $10 is a good entry point.

Likes it. Almost a 10% pullback. It depends on your short term outlook. If you are trying to pick a bottom, watch wat happens in Saudi Arabia in the next 2 to 3 weeks.

(Top Pick Apr. 19/10, Up 37.15) Prefers this over POT because you get everything. Will hold on for a long time.

(Top Pick Apr. 19/10, Up 24.4%) Pulled back nicely. Combination of good production growth over a decade and good exposure to oil. Well managed with a good balance sheet. A key holding.

(Top Pick Apr. 19/10, Down 7.21%) Well-known story, has recovered somewhat, but pulled back very recently. Unhedged to the market and had a billion and a half of product that they had to guarantee. In 12 to 18 months you might see a dividend increase. They have covered the hedge to more than half of where it was.

Should have fallen by the amount of the dividend. What happened was you got a turnover in the type of holder. Some of the fast money that might have been in there was exiting. Now you would expect value guys to step up and buy it. It’s worth looking at, as it is getting interesting.