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He sees the pipeline sector under political attack, despite the need for expansions and Premier Notley doing the best she can with a bad hand of cards. This is a well-managed company with a good dividend. Any time it trades under $40 per share it is a buy. Yield 5.3%.

He is meeting with management on Monday. They are involved with a Montney project with Blackbird Energy and it really upsizes the assets of the company. The stock has been quite stable, with dividend growth potential. Yield 2.8%.

The company is sitting on $25 million in cash and has no debt. The company will hit 8000 boed before year end with upside in Egypt and Morocco, he thinks, and up to 20,000 boed within five years. He has a $2.00 per share target in the next 12 months and owns it personally. Yield 0%. (Analysts’ price target is $1.32)

They are 9,200 boed and 71% natural gas. They are working at reducing debt and building a position in the Cardium area. He has a $2.40 per share target in the next 12 months and he holds it personally. Yield 0%. (Analysts’ price target is $1.75)

Production is 68,000 boed with over 70% natural gas. They are right in the liquids rich fairway. He looks for cash flow to exceed $1.00 per share next year. Yield 3.0%. (Analysts’ price target is $1.82)

(A Top Pick November 9/17 Up 8%) Production volume growth in Morocco and Egypt has been very positive, rising from 3300 boed in Q1 to over 4400 boed. New discoveries are being tied in by pipeline, allowing production to rise to 8000 boed by year end. He has a $2.00 per share target and owns it personally.

A Top Pick November 9/17 Down 64%) Natural gas companies, as a whole, have been taking a beating lately. People are worried about prices of $1.00 /mcf. LNG export capacity is sopping up growing production in the US and he expects a 3.2 TCF storage level there heading into winter, compared against 4.0 TCF historical rates. He thinks this could be a “five bagger” if natural gas prices pan out as he thinks back to $4.00 /mcf in the next 2-4 years.

(A Top Pick November 9/17 Up 5%) The stock is benefiting from the Ensign bid at $1.68, but thinks it will need a $2.00 price per share to make sense. He would like to see the company remain independent. They have a strong management team. The company is moving more rigs into the US under term contract agreements. He has a $3.00 per share 12 month target price.

How do you make money these days? It’s been very frustrating. Doesn’t own FANGs, but does own marijuana privately. We’re long in the cycle. Not a lot of breadth, which is usually a sign of the top, though the top comes when no one expects it. Interest rates still low, bonds don’t pay much, yet dividend payers are being sold wholesale. It’s FOMO. He can’t bring himself to hold or buy the big weed companies. He has a problem with the market cap. Can have a good company, but a bad stock. Hard for pot stocks to backfill the valuation. It’s a great industry, and Canada is breeding the frontrunners.

When will we get a real idea of cannabis market cap? Won’t see a lot of people take it up, if they don’t already use it, because people don’t want to smoke, period. People aren’t going to jump in just because it’s legal. Good long-term potential, but first we’ll need to see products that people are interested in.

Want to wait for them to start flying, to see if they can do it. It’s not an easy business. Comes down to management. You might be OK, but there are easier ways to make money.

Likes management, it’s smart. But you’ve missed it. You have to get in early, wait for the pop, and then sell. Wait and see if they can deliver numbers. Until they do, you don’t want to be long.

Nice little tech company and nice tendency to surprise investors. OK to hold and not worry about the short-term fluctuations. Where it is now, at 20x forward earnings, is a reasonable price.

One of the best run tech companies. Growth by acquisition. Not cheap at 35x earnings. Beautiful chart. Top-drawer management. If you’re not worried about the valuation, it’s fine to own it.

Doing good job of trying to backfill ridiculous valuation. There comes a point when someone is going to say “Do you make any money?” Same as the tech boom. Keep this in mind, it’s important.