They own a lot of land with a lot of resource potential. She sold after 2009 because it went up so much and will get back in to it in the future.

Has held for many years. She may sell above $10.

Would like to be cautious. They have wonderful potential. She sees their debt levels getting high. See how the balance sheet shapes up in the quarters to come.

Is a name she would recommend for long-term clients. Baring a European that is not already priced into these stocks, you are getting all of the international assets for free. The price is only for the oil sands. A few months of volatility to come.

Has traded in the last year. Bought last summer at 10-11x earnings. 5 Year average is 17 with 14-21 standard deviation. They are at 14 now. We are getting closer to range where she wants to buy it. People are scared of investing in the energy space but the service sector is absolutely on fire. Close to record earnings in the last quarter and quarter before. They are leader in the space.

Similar to NAE. Sold it in recent months due to debt levels. Yield may not be as safe. They have a lot of interesting plays. Watch for another quarter or two.

4 Billion market cap. Service company focused in US. US based land drilling and pressure pumping. The hottest sector in the last couple of years. 8x earnings. Little bit of yield. Growth is unbelievable. Last few quarters blowing estimates out of the water. She started buying a couple of years ago.