I'm really starting to overweigh myself in Canadian Juniors. I hope the bottom doesn't fall out of the O&G sector, but these Canadian companies seem so undervalued in comparison with their US counterparts. So far I haven't made too much of a profit, but it's amazing how much better shape some of these Canadian Juniors are in when it comes to BOEPD, cash flow, eps, etc. The numbers don't lie (usually), so I expect these to be discovered at some point.
Right now, I own: Diaz (DZR), Terra (TTR), Rival (RGY), Rock Creek (RCR), Aquest (AEX), Grand Petroleum (GPP), and Corridor (CDH) and am gambling a bit with TG World (TGE). Granted, I haven't loaded up heavily on any of these (except maybe Diaz), but they all seem like good, undervalued plays to me. Only time will tell...!
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