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It is a senior natural gas producer that he used to own. He holds the management team in high regards. They are remarkably managed to grow. He exited because he was not constructive on natural gas pricing. It was a goto name, otherwise. Production is growing and they are doing so profitably. It is hard for them to get their gas out of the basin and that is what keeps him out of the stock.

He is not looking at owning it. It is a high Beta stock and not a strong franchise. Investment banking has been weak since the resource cycle peaked several years ago. They are not likely to pay a dividend any time soon.

Overwhelmingly oil exposure and oil is doing better than natural gas. OPEC’s cuts today bode well for this stock. CPG-T is being held back because Canadian crude is being held up by a lack of pipeline capacity. Pipeline outages exacerbate what is already going on. If you believe OPEC has changed the game and oil breaks out of the $50-60 range, then this one, being the more leveraged name will benefit more.

He likes it. It did well on the TSX today on the back of a corporate update they released yesterday after the close. They acquired SE-N earlier this year and it was the largest acquisition in their history. This is now the largest utility in North America. Their update last night increased the dividend 10%, announced a private equity financing, and maintenance of their investment grade credit rating. They are scaling down their capital project plans over the next few years. We should see more good things coming out of this company.

It is smaller than the typical company he owns. He follows it and has a lot of respect for the company and the management. He would not sell it. They are executing very nicely. It is working off the sharp move higher from the past.

They just completed the acquisition of VSN-T and it brings them into some interesting new areas. The big benefit was VSN-T’s LNG project. PPL-T also have some approved capital projects that should earn a competitive return on their capital. He owns some others in the space, however.

It is a good entry point. Their legacy business was coal powered generation. They are transforming these plants to natural gas and collecting a termination payment from the province. The yield is close to 7% and the dividend has grown steadily. The strategy is sound and the entry point looks good.

A fairly small company. Management understands the mine. They have some natural gas storage. The price of natural gas in Alberta has been depressed and at some points in the summer it was down to zero. Having the storage facilities allows them to hold the gas from the market until the price comes back. They have a good expansion strategy and they will likely be a takeout target over a multi year timeframe.

He does not particularly like it. Investors think it is a technology play, but really it is a contract manufacturer without a lot of pricing power. Margins are low and it is fairly cyclical. The competitive strength is not enough to make him want to have a position.

Gold Mining recommendation. He does not own gold miners. They perennially find ways to shoot themselves in the foot. Mining is very difficult. It is almost impossible to put a discounted cash flow on it. If you want to own it, try GLD-N or a royalty or streaming company.

T-T vs. RCI.B-T vs. SJR.B-T. He sold T-T last year because of tepid growth and valuation at the top of its range. He sold it to make way for a more cyclical investment. RCI.B-T is the strongest of the telcos. The whole space is expensive.

T-T vs. RCI.B-T vs. SJR.B-T. He sold T-T last year because of tepid growth and valuation at the top of its range. He sold it to make way for a more cyclical investment. RCI.B-T is the strongest of the telcos. The whole space is expensive.

T-T vs. RCI.B-T vs. SJR.B-T. He sold T-T last year because of tepid growth and valuation at the top of its range. He sold it to make way for a more cyclical investment. RCI.B-T is the strongest of the telcos. The whole space is expensive.

(Market Call Minute) There could be a catalyst coming up. You want to be here for a good tie and not a long time as the Canadian auto sector is a bit long in the tooth.

(Market Call Minute) It is beta on steroids. Weak business, weak margins.