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One stock that I've looked at in the past from a superficial level is Precision Drilling. I'm going to look more in depth now. I'll post thoughts later.

I'd be interested in your take on this guy. I have held it since 2008 when it bottomed south of $3 and back to $17. It sounds like they are looking to become a global player again after selling their international assets and technology to Weatherford (I believe)back in the income trust boom. They have taken on a bit of debt again but the cash flow seems quite healthy.

I know the guy that manages the Heritage Fund in Alberta bought huge amounts back in the depths of the recession. Not sure if they still hold it.

RMM
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