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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.

(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.

(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.

(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.

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).

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).

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).

Good management and their 5 year plant tries to balance sustainable dividend and capital investment. It is not a well owned stock, almost 80% retail. Through the down turn management have been able to demonstrate the sustainability of the business model. Healthy growth and efficiently bringing debt down. He looks for moderate capital appreciation.

He is seeing good things about the LNG project with Shell. There is a feeling that it could be a project they move forward with this summer. Drier gas is the lowest on the pedestal that investors are looking for.

It is down big time. You can see how the market feels. They have a vast resource. He has to take a short term trade on the believe that LNG will go forward.

Every single name is at a 52 week or longer low. This is a core holding if you are looking for yield in the energy space. It has a good management team and track record. They take some backlash for M&A activity. He likes it for the long term. You have to put the charts aside.

Half of this company is a Guatemalan mine that went through social unrest and a shutdown. People want to see how this starts again. He used to own it but got out when it got a little pricier. It took a 50% correction. You will see a slow revaluation.

He continues to like the name. It has been a frustrating trade. They did a big deal, acquiring some big mines in west Africa. It is the largest non-senior producer of Zinc in the world.

They are mining gold in Ontario in the second half of this year. He has been focusing on tiering his risk. He likes producers and these guys will be in production in a year or two, perhaps by the end of this year. At Canadian prices, Gold prices are tremendous. There is visibility in their production.

The grand daddy of Columbian oil producers. You get premium pricing, being outside of North America. It is a goto name in the International space. They will grow organically.