Nice article in the paper version of Forbes magazine, 10/17/05, by Richard Lehmann, noted income investment advisor and newsletter author. He sees o/g as higher than average for a long time. He recommends 4 Canroys, including PTF.
Also, investment advisor David Dreman in the same magazine sees o/g as higher than average for a long time. He notes that during OPEC spike there was significant production capacity to spare. Now there isn't. Dreman doesn't recommend any o/g stocks in the Forbes issue, but states the higher energy prices make it unwise to hold long-term bonds. In my view, Dreman's comments thus are not anti-Canroy and arguably are pro-Canroy.
The other three recommended by Richard Lehmann are PWI, ERF and Provident. Mr. Lehmann recommended PTF and Provident last year, which turned out to be sage advice. He added ERF and PWI this year and retained PTF and Provident.