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Very solid. Wonderful Management team. Oil pipelines is where the game is. A defensive name.

Kearl oil sands project has been sanctioned. In a market that’s very choppy and volatile you want quality.

Not often you can get a senior producer trading at a discount where there is a real inflection point occurring. Have coalesced around unconventional gas in North America. Going to develop the Montney. Showing huge reserve upside in Southeast Asia.

(A Top Pick June 16/08. Down 89.57%.) Had expected oil to stay north of $100. Got caught up in the financial disaster. Continuing to bring on production at Long Lake.

(A Top Pick June 16/08. Down 47.36%.) Oil Weighted and in the Bakkens. Still a Hold.

(A Top Pick June 16/08. Down 46.93%.) With the merger with PetroCan (PCA-T) Will be a very dominant refining arm. Oil sands is where it’s at in terms of oil.

Raised around $174 million and that helps bridge the gap. Bringing on a 2nd phase of production of their oil sands project at 10,000 barrels a day. Think they will survive but is still a difficult slog for them because cash is going to be tight. Need significantly higher sustained oil prices to make a go of it. Speculative buy.

This is a Buy but there are better names in this space. (See his Top Picks.) Rumoured to be the next take-out candidate. Production has been a bit spotty but is improving. Long Lake has been a very poor reservoir thus far.

This is a name that possibly gets acquired. Gas prices are down substantially over time. It is really a race to see who can survive. Decent little name with some good fields but doesn't see a catalyst to the upside.

More of a conventional gas producer. Recently heavy debt load but not extraordinary. Can't see any upside case to be made for this right now. See gas price recovery at least 6 months away and maybe a year.

Quasi-infrastructure play. Bringing Alaskan gas down. Will be around for a long time. Very strong track record of dividends. Excellent growth. One of the largest producers of power with its stake in both Bruce and it's US assets. Expects power prices will be a little weaker over the next 6 months. Almost 5% dividend.

Oil and Base Metals: Looking for a pullback in the order of 10%, maybe 15%. Currently he favours defensive stocks or senior producers.

Very much and open question. Not overly bullish. Rejected Total’s offer. With Fort Hills being decided by Suncor (SU-T) and PetroCan (PCA-T) he thinks this is on hold. Costs on this project are very expensive. Expects stock will go absolutely nowhere for the next year.

Their business is pretty diversified. They are making a spread between the price of oil and the price of gas. A stable business. Thinks the distribution is safe.

Have a fair number of tax pools so they can push off paying taxes for a few years after 2011. You should have a reasonable percentage of your portfolio in defensive names. 9.8% yield.