Last para. He runs the O&G BB at Investorsvillage. GLTA
* where WTI goes for the next quarter (remainder of Q2).
* where the Net Energy (Edmonton Par) light oil price goes vs the price of WTI....the spread.
* looking for where the $C goes vs the $US.
* thinking that at present I want to continue to own Kelt but not buy so it is a hold. Thinking that DTX is a hold and a buy again at the end of May or early June. Do not want to sell it either. RMP and BXE are buys for me. WCP is a sell. Some of the other really good names like RRX, RE, SGY, YGR are worth running through the top three data reviews. Not much I want to be buying the weeks ahead. Mind you in order to buy something new I would need to sell something. Others have gone into cash but I have not. We shall see how it works out. Almost May (this week actually) and the strength in the Canadian energy space has been amazingly and surprisingly resistant to the typical roll over that happens when spring arrives.
* Internationals....I think one that is a clear buy based on the price of Brent alone is IAE again. A mid-tier with a lot of leverage to the higher Brent oil prices. For my other international thoughts you can always find the usual bbs where I post other company specific comments.