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Just did a huge increase in capacity of various gas plants. You need to own this if you believe in gas. Likes it for its rapidly escalating production levels. Competent management.

Wishes he owned it. Horizontal drilling and multistage fracking. They have done a great job. Company will get a lot bigger, but get taken out at some time. They have to deal with a rapid decline rate.

A cross boarder trust – Canadian listing with US assets. Their assets have a very low decline rate. You spend less money on the asset each year. So it is okay to lever up the asset more than you would in Canada. Likes their exposure to the propane industry. The US are expanding the export capacity. The Panama Canal is expanding to accommodate bigger ships such as ones carrying propane. Pay attention to the propane market. Take comfort in the dividend(16%), but don`t go in head over heels. We are starting to see more research into the name. Nibble a bit on it.

He is very impressed with the team. They are pretty good at integrating businesses. It is an LNG play, but goes beyond it. Recently acquired a directional drilling piping company. Likes their ability to integrate.

Not concerned about the dividend (almost 13%). He feels it has one of the most sustainable dividend models. He likes that they lightened up their heavy oil mix. The drop in May was a production miss on a heavy oil property that really scared people. They cleaned up the operating team. Ride it out.

They have done an excellent job at acquisitions. There is another great asset about to be exploited: Torquay in Southern Saskatchewan. This will be a sustainable dividend play. 4.7%

180 sections in the Montney. The most economic play of any in Western Canada. Liquids rich Nat Gas. It is going to be a great performer this year.

BC, Fort St. John. LNG. One of the operators that has a very large land base. There are other bigger players in the area. There are 2-3 thousand drill locations on the property. Ultimately there could be a takeout potential. Management knows their way through this game.

Gassy asset. Management from Bonterra. Lots of gas assets for sale. 90% natural gas. Their assets are very low decline rate. Likes their acquisition theme. Will be a bellwether gas stock to own over the next 12 months.