RE:survivor 2015 here are my picks and reasonsomgidiots wrote:
the big boys such as suncor CNQ etc are fully valued at this point as they held up quite nicely during the downturn. I own several mid-tear companies for different reasons... BTE is my top holding as it was beat down and blacklisted for lack of understanding the debt situation. Huge upside and torque. PGF is my other large holding... very well hedged into 2017, lots of good assets and again was painted with the same brush as BTE. Seymor schulick owns a TON of shares and has been actively buying. Says he won't sell for under 10$ a share. MEG great assets, much higher cost of production but heavily shorted and a massive take out candidate. Own only a bit. CJ, WCP and CPG, they are the steady Eddie stocks, amazing management and assets, but far less torque. Americans love to pile money into these. I also owned BNK that got taken out for 95% profit. GLTA
CPG still has the potential to double or more over time from its levles, so has more torque than CNQ or SU as they might only go up another 20 to 30% with higher oil prices over time.