| BUY | 20.000 | Kevin Hall BComm, CFA | Very liquid, high quality name. Low payout ratio. Long reserve life. High quality management. | 2006-10-27 | |
| BUY | 20.000 | Kevin Hall BComm, CFA | This is actually a fund of funds. A closed end fund. Focused on energy and energy-related sectors. If you are positive on energy, this is a good place to be. | 2006-05-05 | |
| BUY | 18.950 | Michael Simpson, CFA | Acclaim Energy (AE.UN-T) and Starpoint Energy (SPN.UN-T) are amalgamating. If you own either of these, continue to hold. Likes the prospects, especially with the current commodity prices. | 2005-12-30 | |
| BUY | 19.020 | Robert Lauzon | There is a friendly merger with Starpoint Energy (SPN.UN-T). Likes Royalty Trusts. The only risk factor is that there are two large energy trusts making one of the largest Royalty trusts. There will be a lot of integration risks. It will be listed on the New York stock exchange giving access to US investors. | 2005-12-23 | |
| WEAK BUY | 19.060 | Peter Brieger | Likes but doesn’t own as it is not gassy enough for him. Thinks natural gas is the place to be. | 2005-12-15 | |
| HOLD | 19.650 | Robert Lauzon | Acclaim Energy (AE.UN-T) and Starpoint (SPN.UN-T) are merging. This will make it close to the 4th or 5th largest royalty trust. They will be getting a NYSE listing so there will be more demand from the US. There might be some short term weakness as many managers will end up owning too much and will have to reduce the weighting in their portfolios. | 2005-09-23 | |
| BUY | 20.450 | Norman Levine | Has been one of the better performing oil/gas trusts. Merging with StarPoint Energy (SPN>UN-T) which is a good idea and will be good for the shareholders as you will get economy of scale. | 2005-09-20 | |
| BUY | 17.190 | Dean Orrico | Likes the company. Over the course of 4 or 5 years it made about 5 acquisitions. Have beefed up their technical expertise which will look to exploit and integrate those acquisitions. Has a lower reserve life index than he would like to see. Good value. | 2005-07-29 | |
| WAIT | 15.900 | Matt Baillie | Likes the energy trusts in general, but this one has a bit of a short reserve life, 8.5 years. Doesn't have a big problem with it. | 2005-07-15 | |
| TOP PICK | 15.890 | Glenn MacNeill, P.Eng. | Has an excellent slate of properties. Has a relatively high yield compared to the quality of the assets. Pays around 15%. Well managed. Paying out just a little bit above 100% of its cash flow. | 2005-07-08 | |
| WEAK BUY | 14.950 | Bruce Hartman | Likes it. Like most energy trusts, not sure he would be buying. Highly gas oriented. Started small and built through acquisition. Distribution is paid at exactly $0.165 a month, even though their cash flow is higher than that. The result is that their payout ratio is 65/70%. | 2005-05-20 | |
| BUY | 14.650 | Peter Brieger | Has been hit like all energy stocks. One of the risks of the energy trusts is that they are now discounting $45 oil, possible lower. This company is in a very good space. Good reserve life. Slightly oriented to natural gas. | 2005-05-18 | |
| VAGUE | 14.450 | Sandy McIntyre | The most "tax efficient" trust. The taxable portion of the distribution is about 30%. | 2005-05-13 | |
| BUY | 14.500 | Glenn MacNeill, P.Eng. | Likes this company. Pays about 13%. Good managers who work hard at trying to increase their recovery factor from reservoirs and increasing production through engineering technology. | 2005-04-29 | |
| BUY | 14.750 | Robert Lauzon | Has really transformed their business over the last couple of years. Made a couple of large acquisitions. Should do very well. | 2005-04-08 | |
| BUY | 15.000 | John Stephenson | Lower payout ratio. Conservatively managed. Has a longer than average reserve life. A buying opportunity. | 2005-03-30 | |
| BUY | 15.000 | Glenn MacNeill, P.Eng. | A good long term hold. Good assets. Been able to grow its production without taking substantial risks. A good long term player. | 2005-03-30 | |
| HOLD | 15.450 | Peter Brieger | One of the trusts that can increase production on a per unit basis. | 2005-03-14 | |
| BUY | 15.990 | Peter Brieger | Yield is in excess of 12%. Good reserve life. | 2005-02-11 | |
| BUY | 14.800 | Blair Wilson | 70% of their development capital expenses come from their operating cash flows which is good. Above average yield. | 2005-01-18 | |
| BUY | 14.360 | Peter Brieger | Yields in excess of 12%. Likes the space it's in. Moving from oil to natural gas meets one of his key criteria. | 2005-01-13 | |
| BUY | 14.040 | Blair Wilson | More room to the upside. May have a 9/10% return over the next year. The majority of their capital expenditures comes from their operating cash flows. | 2005-01-07 | |
| BUY | 14.400 | John Priestman | A good trust, especially if you are looking for income. About 2/3 of its distribution is tax deferred income. Yield is about 12 1/2%. Good up front tax-effective income. | 2004-12-31 | |
| BUY | 14.730 | Robert Lauzon | Payout ratio is around 75%. Likes the new management. Lower risk profile than it had a few years ago. | 2004-12-24 | |
| BUY | 13.990 | Peter Brieger | One of 4 trusts that he really likes. Others are Peyto, Progress. | 2004-11-16 | |
| BUY on WEAKNESS | 14.080 | Ben Cheng | Management has turned around the company. Have made some very good acqisitions. The reserve life, debt to capital ratio, payout ratio have all very much improved. | 2004-11-12 | |
| BUY | 14.120 | Blair Wilson | Has a sector outperform. Distributions average higher than its group. | 2004-11-10 | |
| WEAK BUY | 14.140 | Glenn MacNeill, P.Eng. | Recently made a good acquisition of some Chevron properties and will have good capital appreciation. Pays out about 105% of its cash flow which is high. | 2004-11-05 | |
| DON'T BUY | 14.170 | Peter Brieger | About to sell their clients' holdings because the natural gas components have dropped below 50%. | 2004-10-28 | |
| WEAK BUY | 14.690 | Peter Brieger | Heavily oriented to natural gas. If you have concerns on oil/gas commodities dropping, this would be a problem. If they were selling off some holdings, this and Advanatage would be the first to go. | 2004-10-13 | |
| BUY | 14.960 | Greg Guichon | An oil weighted trust. Good management. Likes their progress. Digesting the Chevron acquisition which will take 6 months. | 2004-10-08 | |
| BUY | 14.470 | Peter Brieger | Outside of an RRSP, payments are tax-deferred. | 2004-08-18 | |
| BUY | 13.450 | Gavin Graham | The whole area is relatively attractive. Hold for the long term. | 2004-07-06 | |
| BUY | 13.150 | Glenn MacNeill, P.Eng. | Made an interesting acquisition from the Chevron/Texaco assets which have a lot of potential. | 2004-06-25 | |
| BUY | 12.700 | Peter Brieger | Outside RRSP portfolios, look for an income trust that is 100% tax deferred such as Fort Chicago, Calpine Power and Acclaim energy. | 2004-06-17 | |
| BUY | 15.510 | Dean Orrico | Has been a decent performer. Has grown pretty aggressively over the last 12/18 months. 100% of its distributions are tax deferred. | 2004-05-05 | |
| BUY | 12.590 | Allan Meyer | A high-quality company. Continuing to make accretive acquisitions. | 2004-04-12 | |
| BUY | 12.110 | Peter Brieger | The pretax cash on cash return is only about 15%. Tax-deferred 100%. 51% natural gas. 9 1/2 years of reserve life. | 2004-03-16 | |
| WEAK BUY | 11.070 | Ben Cheng | Acquired quite a few properties. Looks fairly decent value. Nothing great about this trust | 2004-02-05 | |
| WEAK BUY | 11.350 | Robert Lyon | Has done all right so far. Should be a little bit careful on this trust. | 2003-11-10 | |
| BUY | 11.290 | Garth Jestley | Has grown very rapidly through acquisitions. Has a yield of about 17%. 100% of its distributions are tax-deferred income. | 2003-11-07 | |
| BUY | 11.240 | David Baskin | Bullish on natural gas. | 2003-10-08 | |
| HOLD | 11.240 | Peter Brieger | Has a terrific yield that is tax-for free for this year and possibly most of next year. Gas oriented. | 2003-10-08 | |
| WEAK BUY | 11.420 | Glenn MacNeill, P.Eng. | Prefers others for better capital appreciation. | 2003-09-24 | |
| WEAK BUY | 11.090 | Ben Cheng | Has a decent reserve life of about nine years. Not the best, but OK. | 2003-09-17 | |
| DON'T BUY | 11.580 | Glenn MacNeill, P.Eng. | Has performed quite well. Fully priced right now. Has a balanced oil/gas exposure. | 2003-09-02 | |
| BUY | 11.670 | Sandy McIntyre | Distributions are 100% of return of capital.Moving from heavy oil through acquisitions.Payout ratio is very reasonable. | 2003-08-25 | |
| DON'T BUY | 11.630 | Glenn MacNeill, P.Eng. | Has done quite well.Would prefer Bona Vista, Focus and Vermilion at this time. | 2003-08-21 | |
| BUY | 11.480 | David Baskin | An OK trust. | 2003-08-19 | |
| WEAK BUY | 11.150 | David Cockfield | Has done reasonably well.Should be OK.Volatile. | 2003-08-01 | |
| BUY | 11.180 | Peter Brieger | One of the highest yields in oil/gas trusts. Prefers Shining Bank. Tax rate is low. | 2003-07-16 | |
| BUY | 11.420 | Garth Jestley | New management. Watching. Recent track record is good.20% cash on cash yield. | 2003-06-25 | |
| STRONG BUY | 4.200 | Peter Brieger | Has a reserve life of 9.5 years. Distributions are probably tax free through most of 2004. Yield of 20.4%. | 2003-06-03 | |
| BUY | 4.130 | Bruce Campbell | Has a good yield of about 18%. 100% tax deferred until 2004. | 2003-05-21 | |
| BUY | 4.160 | John Clarke | Fast growing. Weighted to gas. Distribution is currently about 16% and tax exempt for 2003. | 2003-05-14 | |
| DON'T BUY | 4.150 | Peter Brieger | Not taxable this year so good trust for outside the RRSP. Has a low reserve life. Good yield, but prefers others. | 2003-04-23 | |
| BUY | 4.050 | Richard Stone | Caller asked for his favourite oil/gas trust. Four given were Acclaim, Vermillion, Arc Energy and Shining Bank. | 2003-04-21 | |
| DON'T BUY | 3.920 | Glenn MacNeill, P.Eng. | Not a favourite. Lower reserve life. | 2003-04-14 | |
| BUY | 3.850 | Kevin O'Leary | Good management. Expect a lot of volatility due to oil/gas fluctuations. | 2003-04-10 | |
| DON'T BUY | 3.850 | Peter Brieger | Gas oriented. Reasonable reserve life. Not a favourite. | 2003-04-10 | |
| DON'T BUY | 4.150 | Ben Cheng | Should benefit from higher oil prices. Hard for them to compete for new fields against larger and richer income trusts. | 2003-04-01 | |
| BUY | 4.140 | Sandy McIntyre | Going through a recycling of stocks into trusts, so price has dropped. Reserve life is somewhat low. Good price. | 2003-03-25 | |
| BUY | 4.100 | Peter Brieger | Terrific yield. The yield is a good tax shelter. | 2003-02-07 | |
| DON'T BUY | 4.160 | Bill Shaw | Gas weighted trust. Not a fan of oil/gas trusts now. Could suffer with a drop in commodities. | 2003-01-30 | |
| DON'T BUY | 4.170 | Sandy McIntyre | Has grown very rapidly. Managament has to settle down and show they can manage their acquired assets. | 2003-01-23 | |
| DON'T BUY | 4.050 | Sandy McIntyre | Recycling its stock because of 2 new acquisitions. Don't see a lot of upside in the near term. | 2003-01-09 | |
| BUY | 3.990 | John Clarke | Made 2 major acquisitions which will be good long term. Good yield. | 2003-01-08 | |
| WEAK BUY | 3.980 | Gavin Graham | A gassy trust. 20% yield. If gas prices drop, this one could also drop. | 2002-12-16 | |
| DON'T BUY | 3.750 | Ben Cheng | A decline in production in sedentary deposits made new fields a requirement. Could be tough for them. | 2002-12-09 | |
| BUY | 3.750 | John Clarke | Takeover of Elk Point should be very good. | 2002-12-04 | |
| BUY | 3.880 | Bruce Campbell | Just raised their monthly disbursement. Good price. | 2002-11-07 | |
| HOLD | 4.100 | Robert Floyd | Good assets. Nice return. Needs stability in oil prices. | 2002-11-01 | |
| HOLD | 4.110 | David Cockfield | Watching. Good acquisitions. Aggressive. | 2002-10-25 | |
| HOLD | 4.140 | Gavin Graham | Stable disbursements. | 2002-10-18 | |
| BUY | 4.000 | John Clarke | Their deal with Ketch was good. Has good tax deferred benefits. Large amount of undeveloped land. | 2002-10-08 | |
| DON'T BUY | 4.250 | Peter Brieger | A decent yield, but feels its too oriented in the oil (versus gas) sector. | 2002-10-03 | |
| BUY | 4.390 | Gavin Graham | They have locked in their price, so even if the price of oil should drop, they will do well. | 2002-09-20 | |
| WEAK BUY | 4.390 | Glenn MacNeill, P.Eng. | Some of Ketch Energy assets are being transferred into Acclaim. These assets are so-so. If you own, don't sell until after deal is competed. | 2002-08-29 | |
| DON'T BUY | 3.780 | Sandy McIntyre | Has a short reserve life, so will have to buy assets with longer reserves. Also need to improve their commodity mix. | 2002-03-20 | |
| BUY | 3.500 | Sandy McIntyre | Propertires of short life and leans toward heavy oil, but new management is trying to change direction. Tax deferred aspects. | 2002-02-26 | |
Experts that have talked about Acclaim Energy Trust
Rss Feed