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| PAST TOP PICK | 24.910 | Irwin Michael, B.Com, MBA | (Top Pick Apr 22/11, Up 53.77%) Has been a takeover target. | 2012-03-22 | |
| Comment | 13.250 | Irwin Michael, B.Com, MBA | Fundamentally very cheap. On the right track. Revenues are probably through $2 billion. Have been remarkably conservative in terms of their outlook. Expecting will declare an initial dividend over the next 6-12 months and would be surprised if they buyback stocks. Trading roughly at BV. Likes this sector. | 2012-01-13 | |
| PAST TOP PICK | 10.740 | Irwin Michael, B.Com, MBA | (A Top Pick Oct 1/10. Down 28.05%.) Sold a large portion of his holdings at $18.50. Believes it is a $20 stock. Likes this company a lot. On the right track and making acquisitions. | 2011-09-09 | |
| TOP PICK | 13.480 | Prakash Hariharan | 7.5% June 2019 bond. This company has had a problem with their production services division. Had a couple of earnings misses and the stock got clobbered. Needed to raise money so they came out with this bond issue. Company should have a better back end of the year. | 2011-06-29 | |
| TOP PICK | 16.200 | Irwin Michael, B.Com, MBA | (A Top Pick Oct 1/10. Up 6.31%) (3 Top picks are in the energy services sector, a lagging indicator of oil/gas.) Over 50% is oil sands servicing. Do a lot of utility servicing and trucking. Could be a takeover candidate. | 2011-04-27 | |
| TOP PICK | 15.220 | Irwin Michael, B.Com, MBA | Utility maintenance and drilling maintenance in the oil sands. Not widely followed. Excellent management. A lot of cash. Expect them to declare a dividend in the next 12 months. | 2010-10-01 | |
| DON'T BUY | 12.950 | Jason Donville | Oil/gas services. Good company but is being outshone by a number of Calgary companies that are positioned in the sexier parts of the sector. Would prefer Canadian Energy Services (CEU-T) or Total Energy (TOT-T) instead. | 2010-08-30 | |
| TOP PICK | 26.190 | David Baskin | Supplies services to the oil sands industry. Not a driller. Maintenance and work on refineries and major installations. Growing very quickly. | 2007-03-14 | |
| BUY | 25.500 | Glenn MacNeill, P.Eng. | Good potential, but thinly traded. | 2002-03-25 |
