RE:NuttallAl42 wrote: Looks like the Nutter switched CPG for Birchcliff...
Top Ten Holdings as of 08/31/2020
Whitecap Resources Inc | 11.1% |
Arc Resources Ltd | 10.8% |
Tourmaline Oil Corp | 10.5% |
Meg Energy Corp | 10.4% |
Torc Oil & Gas Ltd | 10.2% |
Freehold Royalties Ltd | 9.9% |
Nuvista Energy Ltd. | 9.6% |
Tamarack Valley Energy Ltd | 9.3% |
Seven Generations Energy Ltd | 5.8% |
Birchcliff Energy Ltd | 4.9% |
Issuer Name | Weight |
mostly gas weighted names which is where the trade is for the next few mos. Nat gas prices really strong and curve out to 2021 looks good. Bir is a dbl IMO. They finished drilling some exceptional wells this past summer so should reap rewards in 2021. Cpg should buy kelt to get some better gas exposure. No debt