in @ $4.10finally saw what I wanted to see... better pricing in oil, will bring in some buying. Got to own it for next up cycle, also think TVE is one to own for its oil exposure.... so a mid sized gasser and oiler... Obvioulsy near a bottom I would think. Both are still not cheap in terms of price to flowing barrels but those two are always premium priced companies... so yes they could have lots of downside if they are not given their due as top drawer companies with good assets and strong balance sheets and good management. But the better quality teams deserve a better metric so you will always pay more for quality.
Disclosure, I just bought KEL today and TVE yesterday, after being out of Canada e&p companies for about a decade at least! Although I owned Cdn companies that did their work overseas, that way I avoided the rotten Cdn issues re pipelines and egress and pricing.