If you like oil and you like good assets, this is the way to go. They have a really great asset base, but the technical team is really doing a good job in proving up the asset base and getting excellent results on their drilling at very low costs. There is a lot of torque to the upside. Have more debt than she is comfortable with, but because of the quality of the management team and their technical expertise, this is a good leveraged way to play oil. Dividend yield of 4.34%.
An excellent company. Really good risk management. A great management team. Likes the balanced nature of their portfolio. They do very well hedging the gas component of their portfolio, because they are such good risk managers. Their resource base is probably one of the best in the country. Excellent technical team which is done very well with their drilling. Low cost operators. The company has lagged their high-quality peers, which she feels is unjustified. Dividend yield of 2.87%.