RE: anyone who is selling... I'm thinking along the same lines as you. BNP, ARX and maybe LNV. I wouldn't touch PEY or TOU just yet.
ERF looks like the market is betting on a Div. Cut and I have PLT.UN and EGL.UN already.
I have set some money aside to buy a bit of PEY and TOU in a few months when NG hopefully hits bottom.