Oil Sands plays, and other picks
- Some analyst named Richard Kinder likes oil sands (apparently profitable so long as oil stays above $25/barrel), and there are plenty of these in Alberta. Homework time.
- CNQ and Husky (HSE.TO), along with Encana (ECA) and SU are Cramer's pick in this field
- CNQ predicted to bounce when their oil sands project comes online; get in before this !
- Terasen has a good midstream biz
- ATK for the ammo play mentioned in one of my previous posts
- PNM: good utility (not expensive vs. book, could be taken over but good value even if it isn't)
- SLB gets a hallelujah ! It's in a footrace with Bolero to crack $100
- Sprint gets some love (when the Nextel deal closes we got a huge winner)
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