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Recently added more to her holdings. Thinks you will see the stock probably approach $20 in the next 2-3 years.

From a valuation, growth, suite of assets point of view, she thinks this will do better than Trican Well Service (TCW-T).

Made a great deal today with Schlumberger (SLB-N). This is something you want to keep holding. The service names were very under owned and under loved since 2008, and now they are coming back.

Loves the group and wants to get back in. There is a chance that there might be a month or 3 of lack of catalysts so that the price comes off a little bit. Then she would look to get back into it. Light oil focused, and is one of the top guys in the sector.

Thinks the stock will continue to go higher even though it has already gone up quite a bit. Added to her holdings last week. Thinks you can see closer to $20. Good management team with fabulous assets and a good yield.

Hasn’t owned this for a year or so. Still waiting for the debt to come down.

(Market Call Minute.) Loves this, and just bought more last week. Light oil.

(Market Call Minute.) Their yield is too high for the assets that they have, therefore she thinks the price should go higher, which will lower the yield.

(Market Call Minute.) Not looking to get into this one right now. A little weakness in their 1^st quarter. She is just going to wait and see how the next few quarters shape up.

(Market Call Minute.) Debt has come down, but is still a bit higher than what she likes. Loves what they are doing at Edson, and loves the joint venture that they did. Have worked hard the last few years to get the debt down. Feels that she will be back in the next quarter or 2.

More gas weighted than oil weighted. The knock on the stock was that their debt was getting up. Had some management changes at the top, and people were not showing it any love. Have a fair amount of gas production hedged, so if gas doesn’t work out, they are going to be well protected. Have made their operations much more efficient. Feels the valuation is definitely among the lower end of similar sized yielding trusts.

Natural gas. Mostly focused in Northeast BC. Even though the stock has gone up quite a bit, the valuation is still isn’t bad. Also, have some oil in Northeast BC. Thinks they are going to have a good few years.

Probably the cheapest yield name in the space for similar sized companies. Has been unloved. It’s probably about 2.5X cash flow where the average is 5 to 7 over the longer term. Just made a couple of acquisitions, this expands their plays. Increased their land inventory, and have a new core area. Looking for some good things to come out of this. Very cheap.