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RBCCM Canadian Equity Coverage Universe As of June 14, 2013

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RBCCM Canadian Equity Coverage Universe As of June 14, 2013 June 17, 2013 Canadian Equity Coverage Universe Company Coverage and Rating Summary as of June 14, 2013 Energy..............................................................3 Home Furnishings Specialized Finance Oil & Gas Drilling Leisure Products Asset Management & Custody Banks Oil & Gas Equipment Services Apparel, Accessories & Luxury Goods Life & Health Insurance Integrated Oil & Gas Casinos & Gaming Multi‐line Insurance Oil & Gas Refining & Marketing Hotels, Resorts & Cruise Lines Property & Casualty Insurance Oil & Gas Storage & Transportation Restaurants Diversified REIT’s Coal & Consumable Fuels Specialized Consumer Services Industrial REIT’s Oil & Gas Exploration & Production Advertising Office REIT’s Broadcasting Residential REIT’s Materials..........................................................7 Cable & Satellite Retail REIT’s Specialty Chemicals Movies & Entertainment Specialized REIT’s Paper Packaging Publishing Diversified Real Estate Activities Aluminum Distributors Real Estate Operating Companies Diversified Metals & Mining General Merchandise Stores Real Estate Services Gold Apparel Retail Precious Metals & Minerals Home Improvement Retail Information Technology .................................20 Steel Specialty Stores Internet Software & Services Forest Products Homefurnishing Retail IT Consulting & Other Services Paper Products Application Software CONSUMER STAPLES ......................................16 Systems Software Industrials ......................................................13 Drug Retail Communications Equipment Aerospace & Defense Food Retail Computer Hardware Construction & Engineering Packaged Foods & Meats Computer Storage & Peripherals Industrial Conglomerates Personal Products Electronic Equipment & Instruments Construction & Farm Machinery & Heavy trucks Electronic Manufacturing Services Industrial Machinery HEALTHCARE..................................................17 Semiconductors Trading Companies and Distributors Health Care Equipment Commercial Printing Health Care Supplies Telecommunication Services ..........................21 Environmental & Facilities Services Health Care Services Integrated Telecomm Services Diversified Support Services Health Care Facilities Wireless Telecomm Services Biotechnology Research & Consulting Services Utilities ..........................................................21 Air Freight & Logistics Pharmaceuticals Electric Utilities Airlines Life Sciences Tools & Services Gas Utilities Railroads Financials .......................................................18 Multi‐Utilities Trucking Diversified Banks Independent Power Producers & Energy Traders Marine Ports & Services Regional Bank Research Division Directory............................22 CONSUMER DISCRETIONARY ..........................14 Thrifts & Mortgage Finance Auto Parts & Equipment Other Diversified Financial Services Automobile Manufacturers Multi‐Sector Holdings All values in Canadian dollars unless otherwise noted. Priced as of market close on June 14, 2013, ET. For Required Non‐U.S. Analyst and Conflicts Disclosures, please see page 25. Canadian Equity Coverage Universe Explanatory Notes The QuaDS Score (QDS) Trend Phase Longevity (TPL) Relative Strength (RS) The QuaDS Score is the final composite rank The monthly TPL (pronounced “tiple”) value serves to Each stock is ranked by the direction and length of generated by the RBC DS Quantitative Research monitor long‐term cyclical progress and establish at a the long‐term relative strength trend. The underlying Team’s Style Evaluator System. This system combines moment in time the position of any given financial trend is expressed by the 15‐month moving average the results from four separate investment style series in the cycle. of relative strength. composites to determine the relative attractiveness 1 = Bottom/Accumulate phase. 1 = Early uptrend: BUY of a particular stock. All four styles (Value, Momentum, Growth and Predictability) add value to 2 = Advancing Bull Phase. 2 = Established uptrend: Add selectively on price the investment decision making process and in 3 = Topping/Early Bear Phase. weakness combination allow the QuaDS score to smooth out 3 = Market performance: Hold/Switch, no clear trend 4 = Advanced bear phase approaching termination. some of the volatility inherent in following a single direction investment style. For example, when a Value screen 0 = Insufficient data available to compute. is indicating that a stock is significantly undervalued 4 = Early downtrend: SELL by the market but a Momentum screen gives a 5 = Established downtrend: Avoid, await uptrend warning of large negative sentiment existing for that 0 = Ranking not available same stock, the QuaDS Score ranking will take both evaluations into consideration. The QuaDS Score is a decile rank with decile 1 being the best ranked and decile 10 being the worst ranked. Exchange Codes: A AMEX Q NASDAQ E AIM S OSLO F LIFFE T TSX J JSE V TSX‐V L LSE X ASX N NYSE Note: This document may include changes made subsequent to the pricing date and prior to publication. June 17, 2013 2 Canadian Equity Coverage Universe Earnings per share Fiscal Q T Closing 1 Year Fully Diluted P/E Multiple ExplanatoryCompany Name Notes Year D P R Price Target Price 2012E 2013E 2012E 2013E ENERGY Symbol End Analyst Rating Risk S1 LS 14‐Jun‐13 Oil & Gas Drilling CathedralThe Qua EnergyDS Score Services (QDS) Ltd TCET DecTrend Dan MacDonald Phase LongevitySector (TPL) Perform 7 1 1Relative C$ 4.61 Strength C$ 5.00 (RS) C$ 0.39 A 0.15 11.80 30.70 Ensign Energy Services Inc. T ESI Dec Dan MacDonald Sector Perform 4 2 5 C$ 16.10 C$ 19.00 C$ 1.42 A 1.05 11.30 15.30 ^^ PHX Energy Services Corp. T PHX Dec Dan MacDonald Sector Perform ‐ 2 2 C$ 10.39 C$ 12.00 C$ 0.63 A 0.75 16.50 13.90 Precision Drilling Corporation T PD Dec K.Hallead / D. MacDonald Outperform 4 1 2 C$ 9.03 C$ 11.00 C$ 0.18 A 0.69 50.20 13.10 Savanna Energy Services Corp. T SVY Dec Dan MacDonald Outperform 3 4 1 C$ 6.76 C$ 10.00 C$ 0.44 A 0.68 15.40 9.90 Trinidad Drilling Ltd. T TDG Dec Dan MacDonald Outperform 2 2 2 C$ 7.40 C$ 9.00 C$ 0.46 A 0.59 16.10 12.50 Oil & Gas Equipment & Services Calfrac Well Services Ltd. T CFW Dec Dan MacDonald Outperform Ï 9 1 2 C$ 29.46 C$ 42.00 Ï C$ 2.15 A 0.97 13.70 30.40 Canadian Energy Services T CEU Dec Dan MacDonald Sector Perform ‐ 2 2 C$ 15.99 C$ 14.00 C$ 0.49 A 0.76 32.60 21.00 Canyon Services Group Inc. T FRC Dec Dan MacDonald Sector Perform ‐ 1 2 C$ 11.92 C$ 12.00 C$ 0.88 A 0.41 13.50 29.10 Mullen Group Ltd. TMTL Dec Walter Spracklin Underperform 3 3 1 C$ 21.81 C$ 19.00 C$ 1.60 A 1.37 13.60 15.90 ShawCor Ltd. T SCL Dec Dan MacDonald Outperform 1 3 2 C$ 40.42 C$ 47.00 C$ 2.51 A 4.29 16.10 9.40 Total Energy Services Inc. T TOT Dec Dan MacDonald Sector Perform 2 1 1 C$ 14.34 C$ 16.50 C$ 1.45 A 1.19 9.90 12.10 Trican Well Service Ltd. T TCW Dec Dan MacDonald Sector Perform 8 1 2 C$ 15.49 C$ 15.00 C$ 0.36 A 0.27 43.00 57.40 ^^ Western Energy Services Corp. T WRG Dec Dan MacDonald Outperform ‐ 1 1 C$ 7.62 C$ 11.00 C$ 0.74 A 0.72 10.30 10.60 Integrated Oil & Gas BG Group plc L BG. Dec Peter Hutton Outperform ‐ 1 3 £ 11.90 £ 14.00 U$ 1.29 A 1.27 14.50 14.70 BP p.l.c. L BP. Dec Peter Hutton Sector Perform ‐ 2 5 £ 4.54 £ 5.30 U$ 0.92 A 0.84 7.70 8.50 Cenovus Energy Inc. T CVE Dec Greg Pardy Outperform 3 4 4 C$ 29.59 C$ 40.00 C$ 1.14 A 2.04 26.00 14.50 * Connacher Oil and Gas Ltd. T CLL Dec Mark Friesen Sector Perform Speculative 9 4 5 C$ 0.08 C$ 0.25 C$ ‐0.09 A ‐0.06 Ecopetrol S.A. N EC Dec Nathan Piper Sector Perform ‐ 4 5 U$ 42.45 U$ 58.00 U$ 4.08 A 4.59 10.40 9.20 Husky Energy Inc. T HSE Dec Greg Pardy Sector Perform 2 3 5 C$ 27.99 C$ 34.00 C$ 2.03 A 2.20 13.80 12.70 Imperial Oil Limited T IMO Dec Greg Pardy Sector Perform 2 4 5 C$ 39.51 C$ 48.00 Ð C$ 4.34 A 4.22 9.10 9.40 Royal Dutch Shell, plc L RDSB Dec Peter Hutton Outperform Ï ‐ 4 5 £ 21.61 £ 25.80 U$ 4.01 A 4.67 8.50 7.30 Suncor Energy Inc. T SU Dec Greg Pardy Outperform 2 3 1 C$ 30.96 C$ 42.00 C$ 3.16 A 3.38 9.80 9.20 Oil & Gas Refining & Marketing ** Keyera Corp. T KEY Dec Robert Kwan Outperform 6 2 2 C$ 58.56 C$ 65.00 C$ 2.63 A 3.92 22.30 14.90 *** Parkland Fuel Corporation T PKI Dec Carson Tong Sector Perform 1 3 4 C$ 16.63 C$ 19.00 C$ 1.29 A 1.27 12.90 13.10 Oil & Gas Storage & Transportation ** AltaGas Ltd. T ALA Dec Robert Kwan Outperform 6 2 2 C$ 38.48 C$ 39.00 C$ 2.61 A 3.30 14.70 11.70 Enbridge Inc. T ENB Dec Robert Kwan Outperform 3 3 4 C$ 44.63 C$ 56.00 C$ 1.62 A 1.80 27.50 24.80 ** Enbridge Income Fund Holdings Inc T ENF Dec Robert Kwan Sector Perform 6 3 3 C$ 24.58 C$ 26.00 C$ 1.86 A 1.95 13.20 12.60 R Gibson Energy Inc. * T GEI Dec Robert Kwan C$ 25.65 ** Inter Pipeline Fund T IPL.UN Dec Robert Kwan Outperform 2 3 1 C$ 23.77 C$ 27.00 C$ 1.25 A 1.36 19.00 17.50 ** Pembina Pipeline T PPL Dec Robert Kwan Outperform 5 2 2 C$ 32.75 C$ 37.00 C$ 1.80 A 1.96 18.20 16.70 ^ TransCanada Corp. T TRP Dec Robert Kwan Outperform 3 3 5 C$ 46.73 C$ 54.00 C$ 1.89 A 2.18 24.70 21.40 ** Veresen Inc.
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