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BUY
At record high. Total return security for investors who want a dividend. Dividend should grow 3-5%. A nice core name for a conservative portfolio, expecting 10-15% capital gain potential and a nice, growing dividend. At the right time, he'd consider adding. Yield is 4.9%.
oil / gas pipelines
BUY
A name you want to own. New management has really focused the company on nat gas. Balance sheet is improving significantly. Will probably be able to raise dividend later this year. $20 target in next 3-5 years, with potential dividend increases along the way.
oil / gas
TOP PICK
One of the largest producers of drilling fluids. Rig count has taken off like crazy. 65% revenue from US, with 17% market share. 35% revenue from Canada, with dominant market share. $11 target price in 4-5 years. Strong balance sheet. Diversifying internationally. He buys on weakness. Yield is 2.39%. (Analysts’ price target is $3.53)
oil / gas field services
TOP PICK
Good development and exploration opportunities. Taking free cashflow and paying down debt, which will continue till 2023. Exploration gives them opportunity to grow volumes. Price of oil has allowed it to return shareholder value. Insiders are major shareholders. No dividend. (Analysts’ price target is $2.88)
oil / gas
TOP PICK
Big discoveries in 2020, trouble with licensing, but the first one will come on in May. Bringing on major wells this year and 2023. $6 target in 4-5 years. Great buy at these levels. No dividend. (Analysts’ price target is $3.05)
Energy
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Management is decent. Growth has been solid. Fundamentals support a higher valuation than at what it is trading at right now. The markets are shunning tech companies right now. The stock is regaining some ground recently. Could start a position here. Unlock Premium - Try 5i Free

Technology
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. One of the best Canadian energy companies to purchase today. Has the most amount of confidence right now Debt is very low and management has been excellent. Growth is high. Unlock Premium - Try 5i Free

oil / gas