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(Top Pick March 10/14, Up 14%) This is a business model that is based on sustainability. One of the best niche oil players he can find. Even with oil at $50 wells generate positive rates of return for them.

(Top Pick March 10/14, Up 4.87%) He really likes the company. It is approaching fair value. This is a name right at the top of his buy list. Management has high ownership. Their dividend is one of the more sustainable ones. 5% dividend.

His third largest holding. They have just been able to start flowing money through to shareholders as a dividend, 6.67%. They keep harvesting cash and doing deals. They have in excess of 30 royalty deals. They stumbled once last year and there is hope they can get about half of their million dollars back. The market has written that off entirely. This is going to be a buy and hold for him.

Predominantly Nat gas. They were drilling wells that were better than people thought. There could be a potential new asset value that the street is not recognizing. He is warming up to this.

They are in one of the most economic oil plays in Canada. There will be a lot of assets for sale. The market thinks there will be wildly accretive acquisitions. His concern is that the stock has risen so high that the expectations are almost impossible to meet. That is why this is not a name he owns.

He would hold off temporarily. There was a hold period after their IPO that comes due at the beginning of May so there may be some short term headwinds. It is possible the IPO shareholders who wanted to sell before May shorted the stock instead. At that time he will increase his weighting in the stock. They potentially have a funding shortfall late this year or early next, but the market knows about this.

Don’t hold it just for the 9.4% yield. At $50 oil there is perhaps two companies that can sustain their dividend. SGY-T has higher debt than most people are comfortable with. They are at around 100% payout ratio. There are other names he would prefer.

They are crushed due to the lack of Cap-X in the oil sands. He bought it because he is optimistic about a potential contract they are hoping to get. The leverage will be enormous if they get it. It is not for the faint of heart with a 12% dividend yield.

Has completely fallen out of favour. It is small cap. They tinkered with an old well and it came in very positive. They are producing at 50% of their proven production level. The fundamentals have not changed on this one. Management is very strong. It is on his radar screen to add more.

This is a team he is not comfortable with due to lack of inside ownership. An activist investor was telling them to sell their midstream operations and he is not in favour. It is not a name he needs to go near.

Very challenged business that he used to own and it got hit on the threat of a cut of Cap-X spending.

The service sector does better as you come off a bottom and the best of those are the land drillers. Has gone from $12 down to $3 and now up to $4.50. 4.4% dividend. These stocks do well several months ahead of the sector in general.

You want to buy the higher quality rigs. The crummiest rigs will probably not come back into service for a couple of years. The service sector does better as you come off a bottom and the best of those are the land drillers. These stocks do well several months ahead of the sector in general. 4.34% dividend.

It is a top holding in his small cap fund now. They are growing organically. The growth is through expansion in their loan book. Their exposure to Western Canada is about 6-7%. They are going to grow earnings 30-40%.

(Top Pick March 10/14, Down 14.12%) They are a lower cost operator. He sold this a couple of months after recommending it. Their challenge has been that their industry has been wildly successful in getting production growth and now there is a severe shortage of pipelines in the region so the price they sell for is lower than other regions in the US. He sold when a major pipeline was deferred by 6-9 months.