He finds oil/gas stocks overvalued. This one offers decent growth and is living within its means. There’s no issue with the dividend.

In a rising rate environment, a yield vehicle tends to underperform, because you can get risk free money cheaper than you could before. Overall he feels the Brookfield family of funds and investments is fantastic.

Feels this is up for sale at the right price. The 2015 drill program looks good and the stock should trade flat to slightly up. He thinks oil slowly rises from here, although overvalued at present.

(How will the new Alberta government affect this stock?) The reality is that we just don’t know enough. It depends on what type of government we get. Overall this is a fantastic company. Capital discipline is phenomenal. Arguably one of the best integrated oil/gas names globally.

This is a company that is doing everything right. Increasing their national footprint. Expect synergies and cost savings with its integration with Shoppers. Valuation is high, but it reflects the fact that we are still 40%-45% off in terms of the price of energy, which has implications for the consumer which he thinks are going to be long-lasting. Also, this is a more defensive area to hang out in.

A great company. When you look at the oil/gas space, this is a company that has rarely if ever missed their earnings or their production. They also have some of the best assets around. This is a good time to be adding to this name.

There is very limited growth associated with this company, so it is essentially an oil bond. If your view is that oil is going higher, then it is okay to play it. However, he thinks you are better off with something that offers a little more growth.