- CES Energy Solutions Corp. (CEU)
- Ensign Energy Services Inc. (ESI)
- Precision Drilling Corporation (PD)
- McCoy Global Inc. (MCB)
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.
5i Research Answer:
We would suggest PD, which gets half its revenue in the US. We have comments posted on MCB. It is fine but quite small. CEU could do well but it has surged so much this year could consolidate. ESI is riskier but has leverage, with more than half of its business in the US.