(Business Edge columnist Gyle Konotopetz regularly profiles the top stock picks of some of Canada's most accomplished investment pros.)

FEATURED PRO: Peter Linder is energy strategist for DeltaOne Capital Partners (www.deltaonecapital.com) and portfolio manager of the DeltaOne Energy Fund, a hedge fund.

Fund Form: The DeltaOne Energy Fund has a one-year return of 112.9 per cent compared to the group average of 53.4 per cent for energy funds.

Management Expense Ratio: Two per cent.

Linder's View: "I'm more bullish than ever, I'm fully invested and I'm 100-per-cent long on oil and gas stocks. We're going to see a record high in natural gas prices this winter with prices averaging between $12-$15 US (NYMEX per mcf) from November through March. I expect oil to average about $70 US (per barrel) in the fourth quarter.

"The main reason I'm bullish on oil is that the world is producing oil at capacity while demand continues to rise. We clearly do not have enough worldwide refining capacity, so heating oil and gasoline will be in short supply.

Any potential supply disruption will only exacerbate the supply/demand situation. On the natural gas side, I'm even more bullish because we've seen virtually no increase in production in the last three or four years while demand continues to rise. I think we'll enter the winter with relatively low inventory in natural gas in North America.

"I believe we're in a long-term secular energy bull market. We're in the third inning of the (nine-inning) bull market and I believe we're going to go into extra innings. A year from now, I believe the oil price will be $70 (US per barrel) and natural gas will be $12 (US per mcf). My biggest concern right now is the possibility of a major worldwide recession caused by high oil prices. I don't think we'll see a recession, but that's my only concern."

First Star

* Find Energy (TSX:FE)

* Recent Price: $7.74.

* 52-Week Range: $2.55-$8.24.

* Linder's 12-Month Target: $10.

* Snapshot: Find is a natural gas-focused company with key properties in Western Canada, primarily in Alberta and Saskatchewan.

* CEO: William Davis.

* Head Office: Calgary.

* Vital Stats: Current Price/Earnings Ratio, 43; Revenue (last 12 mos), $45.3 million; Earnings (last 12 mos), $5.9 million; Market Cap, $258.2 million; Shares Outstanding, 33.4 million.

* Linder's View: "With this company, we're looking at production growth of about 50 per cent per year, they have a large exposure to natural gas and the stock is very inexpensive on a cash/flow multiple, trading at about four times next year's estimated cashflow per share. I also believe it will be a takeover target at about $10."

* Linder's Risk Rating (relative to oil and gas stocks): Low.

* Web Watch: www.findenergy.ca

Second Star

* Atlas Energy (TSX:AED)

* Recent Price: $4.95.

* 52-Week Range: $3-$5.73.

* 12-Month Target: $8.

* Snapshot: Atlas is an oil and natural gas producer with key properties in southern Alberta and west-central Saskatchewan.

* CEO: Richard Lewanski.

* Head Office: Calgary.

* Vital Stats: Revenue (last 12 mos), $61.5 million; 5-Yr Revenue Growth, 43 per cent; Earnings/Loss (last 12 mos), $2 million loss; Market Cap, 252.2 million; Shares Outstanding, 51 million.

* Linder's View: "They have strong production growth, significant exposure to natural gas, and they're aggressively and successfully developing a heavy oil play. They're also very well managed."

* Linder's Risk Rating: Low.

* Web Watch: www.atlasenergyltd.com

Third Star

* Twoco Petroleums (TSXV:TWO)

* Recent Price: $7.20.

* 52-Week Range: $2.30-$8.

* 12-Month Target: $9.

* Snapshot: Twoco is an oil and gas company developing two core areas northeast of Edmonton with a primary focus on natural gas production and exploration.

* CEO: Wayne Malinowski.

* Head Office: Calgary.

* Vital Stats: Current Price/Earnings Ratio, 65.5; Revenue (last 12 mos), $8.2 million; Earnings (last 12 mos), $1.4 million; Market Cap, $97.9 million; Shares Outstanding, 13.6 million.

* Linder's View: "This company is a 100-per-cent natural gas producer, it is growing production at 50 to 80 per cent a year, all by the drill bit, and they're extremely well managed. I also believe they'll be taken over some time this year at between $8 and $9 a share."

* Linder's Risk Rating: Low.

Linder's Edge Record (past 12 mos): +22 per cent. Best Pick: Galleon Energy (TSX:GO.A) +96.5 per cent. Worst Pick: Winstar Resources (TSXV: WRL) -24.3 per cent.

Disclosure: Linder owns shares in the DeltaOne Energy Fund, but is restricted from personally trading shares in stocks that are held in the DeltaOne fund.

(Investors are advised to do their own due diligence or consult a registered investment professional before making investment decisions.)