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Natural gas. Short term not very happy with it and is bearish on pricing. Storage space will run out in the next 1.5 months. Surprised it is over $3 and expects below $3 going forward. Great buying opportunity. Not drilling and not spending money on it companies are not getting cash flow in order to drill again so there will be very quick production decline. Not expecting the problem to be cleaned up until the winter of 2010/2011. The longer low gas prices, the larger the rebound.

Oil. Expect it to trade roughly in the current range but couldn't get over $100 at several points of time in the next little while. Running out of cheap oil. Have been a lot of exciting discovery announcements out of Gulf of Mexico, offshore Brazil, offshore Ghana, etc., but it is very expensive.

Mainly oil but some gas exposure in the Netherlands, which is priced as a function of oil so it gets full value. Hasn't gone up as much as some of its peers. Some difficulty with sale of a Libyan subsidiary, which appears to be stalled out for a while but will create some value down the road. Well run. 7.7% distribution is sustainable.

Power generation. Relatively conservative. Undervalued. 10.5% yield. Market had concerns about valuation as it merged with its parent entity. Well run.

Natural gas distributor and service company. Cash flow is not weighted towards gas price although down the road it could be weighted towards gas production volume. Almost 13% distribution could be slightly vulnerable if gas volumes drop off a lot.

(A Top Pick Sept 2/08. Down 14.94%.) Splitting between their oil and gas operations, which will give some clarity. Doesn't create a lot of value. Great hedging program.

(A Top Pick Sept 2/08. Down 27.46%.) Going through a merger with Petrocan (PCA-T), which will have lots of ups and downs. Expect they will perform well but keep your eye on it.

(A Top Pick Sept 2/08. Up 0.49%.) Made a couple of acquisitions recently that he likes.

About 60% waited to oil production and the rest in Alberta-based gas, which is suffering. Very interesting exploration program although stock price hasn't performed as well as they would like. Will go through some tougher times but has a history of managing through that. On his radar screen.

Has heavy oil production with its Horizon project. Had good results over the 2nd quarter. They watch their costs very closely, which is very important. About 1/3 production is natural gas and they will be among the low-cost producers.

Junior gas player. Excellent company. Well managed. Good exploration team. Have had some good discoveries and being able to grow their production. Think there will be opportunities so put it on your radar screen.

Excellent company. Has done an excellent job of hedging its natural gas. Think there will be opportunities so put it on your radar screen.

Not one of his favourites. Has to fight really hard in order to keep its production flat. Property/management team has gone through a number of acquisitions making quite a few changes in the last number of years. A “show-me” story.

In the North Sea and has had some difficulty. Has had some good discoveries and assets. Likes it but think it's going to be relatively flat for while. Expecting European gas prices to be a little stronger than North American.

Balance sheet is just okay. Dividend is more a function of the cash flow. Complicated business mixture in that they are selling to the pulp and paper industry and construction industry. There are other income generating companies that he would prefer.