Excerpt from Sept 21/21 Stifel Report:• Quality businesses at compelling valuations. We identify a platform for strong shareholder returns broadly in the space, and largely reiterate some of our best ideas as ERF, SRX, TOU, TVE, CPG, ARX, and CNQ. Specific to leverage to equity reflation and buoyed by very strong natural gas prices; PEY, PNE, PRQ and CR continue to stand out