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He thinks this is a high quality hold, but does not have enough of a high enough beta to oil. Good assets and management team, but won’t be able to really crush it in the next year.

They stole the Spartan assets. They are already trading at a premium relative to their peers, so it is not going to give the greatest return in the upcoming oil rally.

They have a large exposure to AECO gas pricing, which today was trading at negative $0.15/GJ. Without the cold winter weather, AECO could be much worse. Longer term, the LNG decision by Shell to potentially go ahead could propel the stock up in the next 2-3 months.

A previous Top Pick that he still likes. A good way to gain Permian exposure with a potential 50% upside as a possible take out candidate by Exxon.

His go to name for when WTI returns to $80 next year. Even at today’s high stock price, this could still go to $5 per share. They have reduced their leverage and could become debt-free in the near future. Yield 0%. (Analysts’ price target is $1.85 )

They are in the Bakken and Permian areas. They were previously highly leveraged, but have brought that down with good cash flow. He sees a 50% upside if you believe today’s oil price. Yield 0%. (Analysts’ price target is $20.09 )

(A Top Pick September 15/17 Up 52%) This company is a pressure pumping business in fracing in the Permian region. As the E&P companies started to spend again they were one of the first to benefit. However, there is a debate now that costs have increased and there could be too much equipment entering the market, so he has taken some length off the table.

(A Top Pick September 15/17 Up 6%) He is not in the frac sand sector anymore. Tightness in the sector did materialize, but he fears too rapid a build out of new equipment.

(A Top Pick September 15/17 Up 22%) A pure Permian producer, who just reported earnings and blew the market away with its results. Unlike their peers, they are not constrained by take-away capacity out of the Permian by arranging for long term firm capacity. He thinks Exxon could possibly take them out.

Market. 2018 has been tougher than 2017. Likes technology and they are still overweight on the FANG stocks. Pipelines in Canada are seeing different factors affecting them like the difficulty building the new pipelines. Interest rates moving higher affects all the market in general but more the high dividend paying stocks. Some investor disinterest in Canada. The Canadian dollar being softer vs the US dollar. The Government policies aren’t spurring economic growth like in the US. The competitiveness of Canadian businesses is being affected by many different factors.

Great growth Canadian story. Seeing some more competition lately. Phenomenal company. Very well run. Still some growth runaway in Canada. It deserves the high multiple. (Analysts’ price target is $164.30)

Provider of Information Technology to the legal industry and other record keeping players. Very well-run company. Stable company. The growth coming from acquisitions. Good management team. (Analysts’ price target is $56.00)

Very well-run company. Lot of growth in the mid-stream market in Alberta and Natural Gas processing. He prefers Enbridge Income Fund Holdings Inc (ENF-T) for the dividend yield.

There hasn’t been a lot of innovation lately. They have their hands in augmented reality. The services business is the really exciting part with $9 billion in revenues the last quarter with very high margins. iPhones margins still strong. (Analysts’ price target is $194.00)

Very well run Natural Gas producer in Alberta. Good balance sheet. They are not big fans of the natural gas market now. The look more at the liquidy names.