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COMMENT

Energy services with renting of tools and helping out on completion of wells. This should benefit from increased activity, not only on some of the larger plays in the Montne and Duvernay, but just generally. If AECO gas price is $3.80 today, that makes for a few more wells being drilled on the gas side. He is playing the service side more through the fracers.

oil / gas
COMMENT

An industry leader and have tentacles in all the plays that he sees growth in such as the Duvernay, Montney, and even some of the Horizon areas in northern BC. Stock has had a great run but he still sees a 20% return in the next 2 years.

oil / gas field services
COMMENT

You’ll be fine with this stock. He has become a buyer again over the last 6 weeks. Likes what he sees. Doesn’t see a dividend cut coming. 6.2% dividend yield.

oil / gas
HOLD

Has been trading this name around. Likes the overall story. Operating a crane is a very specialized business and this is one of the leaders in Alberta and British Columbia. Represents very good value here. Very cheap.

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COMMENT

Tax loss selling or average down? Thinks management has a shot at turning this company around from the three-way merger that they did. Likes tax loss selling as you can always buy back in. You could Sell today and then just mark it on your calendar for January 6, 7 or 8 and then buy it back.

oil / gas
COMMENT

Transitions very nicely this year from a growth company to a dividend growth company and have garnered a lot more institutional ownership because of that. Institutions do not buy stocks that are paying dividends in the $1-$2 range, so the company did a reverse split. This is one of his top holdings.

oil / gas
BUY

Has been a buyer in the $12.00-$16 range. Feels the stock could be worth $22-$24 plus paying a sustainable dividend. This is one you should own in a yield portfolio.

oil / gas