Still likes it tremendously. You won’t see 100% return like in the past, but you have room for it to go higher over the next 12 months. The big spike was an increase in market multiple and the multiple expansion in all Natural Gas Stocks. They may sell a non-core asset and raise cash to buy a new higher speed drill rig.

Continues to look at it as a value play but finds others are preferable. It is cheap on a multiple level, but has too much debt to grow earnings in a meaningful way. Prefers WCP-T.

Number 4 or 5 in his fund. Pulled back after selling assets, but in his opinion is now a better company. It is down really hard today. You have to have a 6 to 12 months horizon.

They have too much debt. They are diverting assets to pay down debt. Sell it, take the tax loss and switch into another name that is firing on all cylinders.

Just did a financing. Likes the visibility for this company. Propriety fluids and liquids for drillers.

Second favourite driller. Thinks they will have a strong quarter. They are now more efficient after lowering costs. Will benefit from increased cap-x spending.

(Top Pick Aug 15/13, Up 78.79%) Repositioned from a pure growth to a growth and yield story. Brought in a new asset. You won`t see it this much higher in a year but it will certainly appreciate.