Q: Hi Peter and team,

Let me set my question up with some one liners!

1. "Drill baby drill"
2. Services provided to the Americans are exempt from tariffs.
3. Canadians are not just good but excellent in Oil and Gas exploration.

So what are the Canadian companies that can "Drill baby Drill" in the States and benefit from Trumpian mantra!
Precision Drilling? Any other company?
Who are the American or the international competitors?

Q: After the run up of CEU, do you think a switch to SOBO makes sense? I'm looking for long term 8-10% total income annually.

Q: Hi 5i, given there is a high probability of "drill baby drill", what would be your top Canadian Oil & Gas service companies with exposure to the US? Thx.