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Bought this around $28 when it had a 4.2% yield. Knew there would have to be a little bit of patience required as the financial side (Reuters) is taking its time paying off. Starting to come. You get paid to wait.

He is a little bit nervous about the next 2-3 months on gas prices. Technically it is over the 200 day moving average for the 1^st time in a long time giving you a bit of support. You also have a bit of fundamental support if Europe doesn’t do something stupid in the next month but this company will not lead it because gas price will still be in the shoulder season.

Reported a disappointing quarter. Expected EBITDA of $30 million was actually $22 million. He owns through some of their convertible debentures. There is probably some upside on the stock from here but he prefers the debentures.

Doesn’t like this one. It has the highest payout ratio. No growth because all it owns is a piece of Syncrude. (See Top Picks.)

One of the cheapest oil companies by price to projected cash flow. North Sea producer. Asset value is about $3.50. They are going to cash flow $2 a year out. There is a real good chance of it getting to $3 again. Good solid hold.

Did a large UK acquisition. Margins are less than the North American business so the blended margins don’t look as good. He is not hung up on the margins. 6.9% yield.

Attractive for the 7.2% dividend yield. Payout ratio is high. Doesn’t expect there is hardly any growth. He prefers something with much better growth.

See his Top Pick which has a much cheaper multiple but with an actual a higher yield. For him to be interested in this company, it would have to be $46-$47.

(Market Call Minute.) His favourite Junior oil. One year target of over $4. Has good production growth and part of it is hedged. 97% oil.

(Market Call Minute.) Having trouble on the power side in Calgary. You can find something safer. Hold or sell.

(Market Call Minute.) Probably a buy, particularly under $11 if you think we have bottomed in rates and we are going to go up a little. Very market sensitive so if you like the market Buy otherwise Hold.

(Market Call Minute.) Has turned around recently. A Buy in the low $7. $9-$10 in one year.

(Market Call Minute.) Prefers |Agrium (AGU-T) but potash prices are a little sensitive here as to new projects in the next little while and he would like to see that through before he committed any more money.

Almost every other REIT has gone quite a bit higher. This is only been in existence a couple of months. Montréal and Toronto apartments. 6.5% yield. He can see $5.

Lowest cost oil producer with a low payout ratio. Has a little bit of gas, but it is low-cost, wet gas. Good growth profile of 7%-8% production growth for probably 7-8 years.