Q: I've only owned Enerflex a very short time, but it's already appreciated well. Could you please comment on your outlook of holding this 3-5 years. Also, do you see them increasing their dividend in the coming year?
Q: I’ve been putting some money into oil and gas stocks and energy service names over the last couple of weeks. That was a timely blog post on EFX yesterday, and my question relates to that company and PSI. Given the current elevated oil price environment, do you have a preference between the two (this question bakes in an assumption that you still like PSI, given that it’s in the portfolio, but correct me otherwise), or do you view them as complementary enough that owning both would be appropriate? If you do favour one over the other, please explain why.
Q: Can you tell about these companies and whether one is better than the other? Will they participate in the increasing demand for energy in North America?