From TD this morning We highlight CES Energy Solutions Corp. (CEU-T, BUY, $4.75 target price) as our top pick in the space, based on its high U.S. weighting (66% of 2022E revenue), capital-light business model, impressive marketshare gains, high conversion rates of EBITDAS into free-cash-flow, and its dividend that was recently reinstated at pre-COVID-19 levels (yield of 2.7%)