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Today, John Stephenson commented about whether PRQ-T, HSE-T, TSK-T, GO-T, OBE-T, ARX-T, UTS-T, FRU-T, PRE-T, TLM-T, PBG-T, CLC-T, POU-T, SU-T, HOU-T, PKI-T, OIL-X, QEC-T, CMT-T, COS-T, CNQ-T, OPC-T, BQI-A, HES-N, PCA-T, CASH, TA-T, TRP-T are stocks to buy or sell.

TOP PICK
TC Energy
You want something that works and reasonable dividend. (4.2%) Power shortage in Northeast US and Ontario. Good stake with Bruce Power in Ontario and plants in New England and New York State. Excellent management and good valuation.
oil / gas pipelines
TOP PICK
Transalta Corp
4.3% dividend yield. Valuation has been beaten up. Levered to Alberta with strong margins. Continued demand.
electrical / electronic
TOP PICK
CASH
Gives you the ability to walk in when other people are on a mat. You have a good 6 months window to pick up things at a huge discount to historic valuation.
0
PAST TOP PICK
Petro-Canada
(A Top Pick Jan 8/08. Down 48%.) Very inexpensive relative to other companies. Hard to see a catalyst. Will Fort Hills become the catalyst or continue to be a drag? Had a disappointing run in terms of production. Still likes.
integrated oils
PAST TOP PICK
Hess Corp.
(A Top Pick Jan 8/08. Down 38.6%.) Geographically diverse. Libya and Brazil were probably the big catalyst last year. Still sees this continuing.
integrated oils
PAST TOP PICK
Oilsands Quest Inc.
(A Top Pick Jan 8/08. Down 81%.) Large geographic position. A play on commodity and if oil goes higher this name will take off. Technological risks as well as a development play so there is no real cash flow. Staying with it another year.
oil / gas
DON'T BUY
Opti Canada Inc.
Currently up against the ropes. Recently sold 15% of its interests in Nexen (NXY-T) in the Long Lake project. If it can continue to skate on side and not have the banks foreclose, it is potentially a 4 to 5 bagger from here. Also could be zero. Lottery ticket.
integrated oils
COMMENT
Probably has the best oil leverage. Recognized by international investors as a "go to" name.
oil / gas
BUY
Canadian Oil Sands
Believes oil will go higher in this trust gives you direct leverage to oil prices. Trades at a 40% to 50% discount to its NAV. Shouldn't see much more downside.
oil / gas
SELL
Compton Petroleum
Put themselves up for sale but nothing really happened. Weaker management and properties. Could have a slow death.
oil / gas
BUY
Questerre Energy
Really clean balance sheet and good management team. A nice little play. Depending on commodities, it could be a double in 12 months.
oil / gas
DON'T BUY
Oilexco Inc
Dead money for all intents and purposes. Filed for bankruptcy protection last week.
oil / gas
HOLD
Parkland Fuel Corp
Could see a 15%-20% distribution cut. Conservative management. Unique business model. Refining margins are down so not a lot of upside but transportation fuels have held up relatively well in Western Canada..
merchandising / lodging
BUY
Gives double exposure. If oil moves 10% this will have a corresponding move of 20%, up or down. Gives you diversity. When you get into a basket of equities, this makes sense. You could have 2% or 3% of your portfolio. Thinks oil will spike higher from this level.
E.T.F.'s
HOLD
Suncor Energy Inc
Thinks this will see $50 or more in 1 or 2 years. Very solid. You are essentially biting into annuity stream of barrels. While they have lots of planned increased production coming, they are curtailing it during low commodity prices.
integrated oils