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Market. Trade threats from the US don’t worry him. It is NAFTA and especially in the energy space. It is a guess and he is waiting on the sidelines to see what language and body language we get. Short term we go a bit to the sidelines. In the long term you have to pay attention and be aware of what it means if something changes. Oil has doubled since January of 2016. The energy index is only up 8%. In the S&P the commodity index is at multi decade lows. We need to see a few quarters of results before the market accepts the new price of oil near $60. OR-T is investing in the Yukon. The reaction has not been too positive. He thinks this will be attractive to seniors in the next few years.

Unknown
PAST TOP PICK

(A Top Pick Apr 5/17, Down 6.73%) It would have been terrible to be here in June of last year. They under promise and over deliver. This is a core way to dabble in energy.

oil / gas
PAST TOP PICK

(A Top Pick Apr 5/17, Up 99.9%) He took his proceeds and followed management into Kirkland Lake. It is the people, not the companies that he follows. He made a tidy return.

precious metals
PAST TOP PICK

(A Top Pick Apr 5/17, Down 8.80%) It is viewed as a gas company. It has outperformed, but it is still caught up a bit in being a gas company when in fact they have oil.

oil / gas
TOP PICK

A great little underappreciated story. Nova Scotia. It took three years to build. It is dirt cheap. They have two other satellite deposits that can expand the project. They are going to explore them in order to discover resources to go on beyond 10 years. (Analysts’ target: $2.46).

precious metals
TOP PICK

Canadian oil producer. 10% yield that is sustainable. It trades at a material discount to its average. Cash flow per share has not gone down but the share price has. You can’t stay this negative for long. (Analysts’ target: $6.35).

oil / gas
TOP PICK

Early 2012 it traded at the same level. The production has gone up 9 times since then. Earnings have gone up 5 times. The stock is flat. The company has created significant value. 80% of their growth has been organic. (Analysts’ target: $27.14).

oil / gas