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RBCCM Canadian Equity Coverage Universe As of February 1, 2013

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RBCCM Canadian Equity Coverage Universe As of February 1, 2013 Canadian Equity Coverage Universe Company Coverage and Rating Summary as of February 1, 2013 ENERGY.........................................................3 CONSUMER STAPLES .......................................16 Oil & Gas Drilling Drug Retail Oil & Gas Equipment Services Food Retail Integrated Oil & Gas Packaged Foods & Meats Oil & Gas Refining & Marketing Personal Products Oil & Gas Storage & Transportation Coal & Consumable Fuels HEALTHCARE ................................................17 Oil & Gas Exploration & Production Health Care Equipment Health Care Supplies MATERIALS.....................................................7 Health Care Services Specialty Chemicals Health Care Facilities Paper Packaging Biotechnology Aluminum Pharmaceuticals Diversified Metals & Mining Life Sciences Tools & Services Gold Precious Metals & Minerals FINANCIALS ..................................................18 Steel Diversified Banks Forest Products Regional Bank Paper Products Thrifts & Mortgage Finance Other Diversified Financial Services INDUSTRIALS ................................................ 13 Multi-Sector Holdings Aerospace & Defense Specialized Finance Construction & Engineering Asset Management & Custody Banks Industrial Conglomerates Life & Health Insurance Construction & Farm Machinery & Heavy trucks Multi-line Insurance Industrial Machinery Property & Casualty Insurance Trading Companies and Distributors Diversified REIT’s Commercial Printing Industrial REIT’s Environmental & Facilities Services Office REIT’s Diversified Support Services Residential REIT’s Research & Consulting Services Retail REIT’s Air Freight & Logistics Specialized REIT’s Airlines Diversified Real Estate Activities Railroads Real Estate Operating Companies Trucking Real Estate Services Marine Ports & Services INFORMATION TECHNOLOGY .............................20 CONSUMER DISCRETIONARY .............................. 14 Internet Software & Services Auto Parts & Equipment IT Consulting & Other Services Automobile Manufacturers Application Software Home Furnishings Systems Software Leisure Products Communications Equipment Apparel, Accessories & Luxury Goods Computer Hardware Casinos & Gaming Computer Storage & Peripherals Hotels, Resorts & Cruise Lines Electronic Equipment & Instruments Restaurants Electronic Manufacturing Services Specialized Consumer Services Semiconductors Advertising Broadcasting TELECOMMUNICATION SERVICES ........................21 Cable & Satellite Integrated Telecomm Services Movies & Entertainment Wireless Telecomm Services Publishing Distributors UTILITIES .....................................................21 General Merchandise Stores Electric Utilities Apparel Retail Gas Utilities Home Improvement Retail Multi-Utilities Specialty Stores Independent Power Producers & Energy Traders Homefurnishing Retail RESEARCH DIVISION DIRECTORY .........................22 For Required Non U.S. Analyst and Conflicts Disclosures, please see page 23. All values in Canadian dollars unless otherwise noted. Canadian Equity Coverage Universe Company Coverage and Rating Summary February 4, 2013 Explanatory Notes The QuaDS Score (QDS) Trend Phase Longevity (TPL) Relative Strength (RS) The QuaDS Score is the final composite rank generated The monthly TPL (pronounced “tiple”) value serves to Each stock is ranked by the direction and length of the by the RBC DS Quantitative Research Team’s Style monitor long-term cyclical progress and establish at a long-term relative strength trend. The underlying trend Evaluator System. This system combines the results from moment in time the position of any given financial series is expressed by the 15-month moving average of relative four separate investment style composites to determine in the cycle. strength. the relative attractiveness of a particular stock. All four styles (Value, Momentum, Growth and Predictability) add value to the investment decision making process 1 = Bottom/Accumulate phase. 1 = Early uptrend: BUY and in combination allow the QuaDS score to smooth out 2 = Advancing Bull Phase. 2 = Established uptrend: Add selectively on price some of the volatility inherent in following a single weakness investment style. For example, when a Value screen is 3 = Topping/Early Bear Phase. 3 = Market performance: Hold/Switch, no clear trend indicating that a stock is significantly undervalued by 4 = Advanced bear phase approaching termination. the market but a Momentum screen gives a warning of direction large negative sentiment existing for that same stock, 0 = Insufficient data available to compute. 4 = Early downtrend: SELL the QuaDS Score ranking will take both evaluations into consideration. 5 = Established downtrend: Avoid, await uptrend The QuaDS Score is a decile rank with decile 1 being the 0 = Ranking not available best ranked and decile 10 being the worst ranked. Exchange Codes: A AMEX E AIM F LIFFE J JSE L LSE N NYSE Q NASDAQ S OSLO T TSX V TSX-V X ASX Note: This document may include changes made subsequent to the pricing date and prior to publication. 2 Canadian Equity Coverage Universe Company Coverage and Rating Summary February 4, 2013 Earnings per share Fiscal QT Closing 1 Year Fully Diluted P/E Multiple Company Name Year DPR Price Target Price 2012E 2013E 2012E 2013E ENERGY Symbol End Analyst Rating Risk S1 LS 01-Feb-13 Oil & Gas Drilling Cathedral Energy Services Ltd T CET Dec Dan MacDonald Sector Perform Above Average 3 1 5 C$ 5.55 C$ 6.00 C$ 0.41 0.43 13.50 12.90 Ensign Energy Services Inc. T ESI Dec Dan MacDonald Sector Perform Average 3 1 2 C$ 17.22 C$ 16.00 C$ 1.39 1.16 12.40 14.80 ^^ PHX Energy Services Corp. T PHX Dec Dan MacDonald Sector Perform Above Average - 1 3 C$ 9.45 C$ 10.00 C$ 0.65 0.68 14.50 13.90 Precision Drilling Corporation T PD Dec K. Hallead / D. MacDonald Outperform Above Average 6 1 2 C$ 9.27 C$ 10.00 C$ 0.24 0.77 38.60 12.00 Savanna Energy Services Corp. T SVY Dec Dan MacDonald Outperform Above Average 3 1 1 C$ 7.43 C$ 10.00 C$ 0.50 0.74 14.90 10.00 Trinidad Drilling Ltd. T TDG Dec Dan MacDonald Outperform Average 2 1 1 C$ 7.26 C$ 8.00 C$ 0.73 0.59 9.90 12.30 Oil & Gas Equipment & Services Calfrac Well Services Ltd. T CFW Dec Dan MacDonald Sector Perform Average 5 1 1 C$ 26.50 C$ 27.00 C$ 2.11 1.90 12.60 13.90 Canadian Energy Services T CEU Dec Dan MacDonald Sector Perform Above Average - 4 2 C$ 11.65 C$ 13.00 C$ 0.52 0.74 22.40 15.70 Canyon Services Group Inc. T FRC Dec Dan MacDonald Sector Perform Above Average - 4 1 C$ 11.20 C$ 12.00 C$ 0.92 0.69 12.20 16.20 Mullen Group Ltd. T MTL Dec Walter Spracklin Sector Perform Above Average 4 2 1 C$ 23.12 C$ 24.00 C$ 1.62 1.75 14.30 13.20 Poseidon Concepts Corp. T PSN Dec Dan MacDonald Sector Perform Speculative - 0 5 C$ 1.27 C$ 2.00 C$ 0.79 0.37 1.60 3.40 ShawCor Ltd. T SCL.A Dec Dan MacDonald Outperform Average 1 2 5 C$ 39.82 C$ 47.00 C$ 2.27 3.47 17.50 11.50 Total Energy Services Inc. T TOT Dec Dan MacDonald Sector Perform Above Average 2 4 1 C$ 15.41 C$ 16.00 C$ 1.40 1.46 11.00 10.60 Trican Well Service Ltd. T TCW Dec Dan MacDonald Sector Perform Average 6 1 1 C$ 13.93 C$ 13.00 C$ 0.38 0.69 36.70 20.20 ^^ Western Energy Services Corp. T WRG Dec Dan MacDonald Outperform Above Average - 1 1 C$ 7.68 C$ 10.00 C$ 0.70 0.80 11.00 9.60 Integrated Oil & Gas BG Group plc L BG. Dec Peter Hutton Outperform Average - 4 4 £ 11.23 £ 13.60 U$ 1.35 1.34 13.10 13.20 BP p.l.c. L BP. Dec Peter Hutton Sector Perform Above Average - 1 2 £ 4.73 £ 5.30 U$ 0.91 0.91 8.20 8.20 Cenovus Energy Inc. T CVE Dec Greg Pardy Outperform Average 4 4 5 C$ 33.71 C$ 40.00 C$ 1.79 2.15 18.80 15.70 * Connacher Oil and Gas Ltd. T CLL Dec Mark Friesen Sector Perform Above Average 9 4 5 C$ 0.16 C$ 0.50 C$ -0.03 -0.04 Ecopetrol S.A. N EC Dec Nathan Piper Sector Perform Average - 3 3 U$ 63.59 U$ 61.00 U$ 4.20 4.69 15.10 13.60 Husky Energy Inc. T HSE Dec Greg Pardy Sector Perform Average 4 2 2 C$ 31.21 C$ 33.00 C$ 2.15 2.10 14.50 14.90 Imperial Oil Limited T IMO Dec Greg Pardy Sector Perform Average 1 3 5 C$ 43.91 C$ 49.00 C$ 4.20 4.00 10.50 11.00 Royal Dutch Shell, plc L RDSB Dec Peter Hutton Sector Perform Average - 4 5 £ 23.04 £ 25.80 U$ 4.01 A 4.70 9.00 7.70 Suncor Energy Inc. T SU Dec Greg Pardy Outperform Average 3 1 1 C$ 34.42 C$ 42.00 C$ 3.22 3.14 10.70 11.00 Oil & Gas Refining & Marketing ** Keyera Corp. T KEY Dec Robert Kwan Outperform Average 6 2 2 C$ 52.04 C$ 56.00 Ï C$ 2.73 3.39 19.10 15.40 *** Parkland Fuel Corporation T PKI Dec Carson Tong Sector Perform Above Average 2 2 2 C$ 20.00 C$ 20.00 C$ 1.43 1.17 14.00 17.10 Oil & Gas Storage & Transportation ** AltaGas Ltd. T ALA Dec Robert Kwan Outperform Average 6 3 1 C$ 35.26 C$ 38.00 Ï C$ 2.50 3.33 14.10 10.60 Enbridge Inc. T ENB Dec Robert Kwan Outperform Average 3 3 2 C$ 44.25 C$ 50.00 Ï C$ 1.65 1.84 26.80 24.00 ** Enbridge Income Fund Holdings Inc T ENF Dec Robert Kwan Sector Perform Average 9 2 2 C$ 25.44 C$ 26.00 Ï C$ 1.94 2.21 13.10 11.50 ** Gibson Energy Inc. T GEI Dec Robert Kwan Outperform Average - 0 2 C$ 25.01 C$ 29.00 Ï C$ 1.56 1.73 16.00 14.50 ** Inter Pipeline Fund T IPL.UN Dec Robert Kwan Outperform Average 4 3 5 C$ 22.94 C$ 26.00 Ï C$ 1.27 1.37 18.10 16.70 ** Pembina Pipeline T PPL Dec Robert Kwan Sector Perform Average 6 3 4 C$ 29.12 C$ 30.00 Ï C$ 1.76 1.96 16.50 14.90 TransCanada Corp.
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