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Energy. OPEC is following through on its cuts for a 6-month period, but that has always been a murky issue. He thinks they are really going to try to do it this time. Looking at the world supply/demand balance, we are getting fairly close to being in balance right now. We have had growth in China and the US. Oil consumption is going up, and you are seeing that in agencies like the IEA, which are actually backdating some of their demand.

Metals. Copper had some supply issues because of a possible strike in Chile as well as with some troubles with the Indonesian government that is renegotiating a contract. China just had some good import/export data numbers that were very strong for all materials.

Gold. Thinks there is going to be enough noise throughout the year, which will keep gold elevated and investors interested. There are numerous elections in Europe, which could possibly sway things. As well, there are always middle east concerns.

He likes this company. If looking for exposure to copper and zinc, 2 of the better metals out there, this is the play. Good assets in Canada and south America. It had a great year last year, but he still sees about a 20% upside. Production is going to continue to grow. There was a management change last year, but it seems that the new group is doing a good job.

The whole industry has been driven by the fracing boom over the past 3-5 years. They take sand and inject it under high pressure into the rock, trying to create fractures so that oil/natural gas can flow through. Companies are going to longer wells now, such as horizontal wells that are 2-3 miles long. They’ll do this 100 times on a single well. Because of this, the consumption of sand is going way up.

The chart looks fairly flat over the last year, but this is a safe, stable, midstream/utility type company. You are not going to get any surprises with this company. It will pay you a decent distribution. Dividend yield of 4.2%.

Not favourably disposed to this as he would be to Suncor (SU-T), which seems to have a little more growth. This one is okay, but he doesn’t get excited over it.

About 10 years ago, they had a number of oil sand leases they sold off to Japanese partners. As they developed those, they collected the money and bought other assets and started drilling them. Recently bought a big oil sands operating project off of Statoil (STO-N). A good asset at a bargain price. The stock is fairly cheap. You could buy this one here and just hold onto it.

Looking to develop a very good lithium deposit in Québec. It is going to need about $600 million to develop the project, and this is a small company. There is greater and greater demand for lithium. As we get more cars, a lot of batteries are lithium based. With Tesla building their big battery factory in the south west US, there is going to be huge demand going forward. This company is going to need financing, and will likely get it. They also need permitting. It is still 2-3 years away before production starts.

Has a property in Grand Prairie Alberta, where there are liquid rich discoveries. It’s in the Montney play. All the big players are operating around them, and they are in the donut hole. Just tied all their production in recently, so cash flow is just starting up for them. They also have a lot of infrastructure that they bought, and have been acquiring other land. They will get taken out at some point. There is still upside to this company.

(A Top Pick Sept 12/16. Down 6.55%.) A light oil producer. Good stock, good growth and low cost, but there have been several names that have been heavily owned by US investors, who just decided to get out.

(A Top Pick Sept 12/16. Down 16.96%.) He still likes this, although he doesn’t know if he would be buying it just yet. We have had a very warm winter, the 2^nd one in a row, that has really put a negative sentiment into natural gas. However, the positive thing is that the inventory levels are 10% below where we were at this time last year, and we are sitting right around the 5-year average. Demand has been picking up significantly, both from US industrial users and exports.

(A Top Pick Sept 12/16. Up 1.92%.) A very good company. What has been hurting Canadian producers is the reaction to what is going on in the US with the border adjustment tax Trump has been talking about.

The knock people have against this is that in the past they were always buying assets and issuing more paper, at lower prices a lot of the time. He likes the company. They have great assets in Saskatchewan and some in the US. They’ve drilling inventory for years to come. They are taking the best of the technology and drilling longer wells. They are improving their efficiencies. This is going to be a turnaround at some point.

Probably the best levered play to zinc you can find right now. A pure play with 2 assets. One in South America and one in New Brunswick. There are not a lot of pure plays in zinc. It is a commodity which probably has the best supply/demand fundamentals. As the steel industry starts to grow, which we are starting to see in China, zinc prices go up.