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Latest Stock Buy or Sell?

Today, Eric Nuttall commented about whether FRU-T, WCP-T, TOG-T, KEL-T, CVE-T, BIR-T, TOG-T, ARX-T, ERF-T, SU-T, CPG-T, TVE-T, VII-T, BTE-T, MEG-T are stocks to buy or sell.

N/A
The biggest takeaway from the OPEC meeting was the Saudis implementing penalties for those who are cheating. The market's lack of confidence for normalization of oil demand is driving the price. Supply is down more than demand loss. In a year or two, there may be a supply crisis.
Unknown
COMMENT
The jet fuel market is down around 25%. The demand for raw materials are rising. 60% of Europeans surveyed no longer consider mass transit, and used car demand is rising. Although demand is changing, the supply side is what will change permanently.
Unknown
BUY
A leverage play on heavy oil. It remains a core holding and he just bought another tranche yesterday. Demand for Canadian heavy oil is set to rise. The company has good capacity to bring it to the Gulf coast. The valuation is compelling with good cash flow. Oil at $50-$60 would mean this stock could double.
oil / gas
DON'T BUY
He sold it a few days ago. The amount of financial participants in the sector right now is a fraction of what it was in the past. There is financial leverage that dissuaded him from holding. There are more compelling opportunities.
oil / gas
BUY
He has been adding to his position. They have successfully transitioned from a growth story. They are now into maintenance mode. Their free cashflow has now gone up and they can generate $350M of free cashflow. The company may start looking into share buybacks.
Energy
BUY
It is the poster child of the left-for-dead names for no fault of their own. They have a strong balance sheet, and lean asset base but they were beaten down because they are less focused on growth. They can generate a lot of free cashflow.
oil / gas
HOLD
It is undoubtably inexpensive at 3x cashflow. However, he no longer owns this because there are other opportunities, but there is nothing wrong with this name.
oil / gas