Here are some of his picks in Oil and Gas companies, although he thinks the oil price is too high at the moment.
Big cap - Canadian Natural Resources
Mid Tiers - Delphi Energy, Galleon Energy, Orion Oil and Gas, and Vero Energy
Juniors - Sea Dragon, Western Zagros, Forent Energy, and Vulcab Mineral
http://www.moneytalks.net/daily-updates/5084-canadas-winning-lottery-ticket-part-ii.html