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| Comment | 4.430 | Bruce Campbell | Small junior oil. Lowered its dividend so took a hit. Had some gas and the hedges are coming off. Looks at it as short-term pain for long-term gain. He is currently considering adding to his position at this price. Any time below $4.40, it is a Buy. | 2012-03-30 | |
| HOLD | 5.560 | Jeff Parent B. Eng. FCSI | Had a dollar plus move in both directions, in Oct, recovered. So it's a very steady trader. Thinks it might go up a bit. | 2012-03-23 | |
| STRONG BUY | 5.510 | Bruce Campbell | 9.8% yield. Two thirds an oil producer and one third butane/propane/ethane marketing business that provides a steady cash flow. Their gas is only 2% of their output. Payout ratio last year was 56%.) | 2012-02-06 | |
| TOP PICK | 5.290 | Bruce Campbell | About 70% oil/gas producer and 30% butane/propane marketing. Nice stable marketing business that just sort of cash flows year in and year out. Good hedges on gas but as they royal off, all the new spending is on oil. Trading at a 10% yield just because no one follows it. Payout ratio is only about 60%. | 2012-01-03 | |
| STRONG BUY | 5.030 | Bruce Campbell | Was a holding company that is now 95% of the way to becoming a junior oil producer with a gas marketing side. Not followed and is way below the radar. Yield is 11% and paying about 60% of cash flow in dividends. | 2011-12-07 | |
| PAST TOP PICK | 5.100 | Bruce Campbell | (Top Pick Oct 6/10, Down 2.91%) 12% yield probably because it is small and Brice is probably the only guy that talks about it. Really good balance sheet. He is going to keep holding it. | 2011-10-26 | |
| BUY | 5.450 | Jeff Parent B. Eng. FCSI | 9.9% dividend so people might be buying this for that reason and he would expect too much from the capital side. A lot of thinly traded stocks just collapsed. Chart shows a severe drop but a nice recovery on good volume. Expect there will be some resistance around $5.90-$6. Use and exit of $5.15. | 2011-08-22 | |
| HOLD | 5.490 | Bruce Campbell | Changing itself from a little bit of a conglomerate. In the process of selling off their real estate. This one is under the radar with no coverage on Bay Street, which is why it is cheap. 10% dividend. Just reported a quarter which was a little ahead of his expectations. | 2011-08-15 | |
| TOP PICK | 5.520 | Bruce Campbell | Changed the name when it changed from a trust. Half of production is hedged. Still pays monthly. Earnings are late because they are switching to IFRS. People took the delay in reporting as meaning there was something wrong. 9%+ yield. | 2011-06-07 | |
| SELL | 5.620 | John Stephenson | Small junior. He would be looking to exit these positions. Go up a couple of degrees in terms of professional management. Investor sentiment turns negative very quickly these days. | 2011-06-06 | |
| BUY | 6.000 | Bruce Campbell | Small energy company that he has recommended in the past. Not well followed by bay street. Yield is over 8%. Gassy but well hedged. Selling their Real Estate business. He likes it and it held up well in the last couple of weeks when every energy stock went down. | 2011-05-10 | |
| BUY | 6.170 | Bruce Campbell | 50% oil and 50% gas, paying out 50% of cash flow, 8%. | 2011-04-05 | |
| BUY | 6.180 | Bruce Campbell | Has approval to change from trust to corp. Changing to AVF-T tomorrow. Is divesting its real estate holdings and becoming a pure energy play at 8.5% yield. Payout ration is about 60%. Under valued/under followed. | 2011-01-06 | |
| TOP PICK | 5.730 | Bruce Campbell | Only about $250 million market cap with a yield of over 10%. Sold their real estate and finance holdings and have a lot of cash. Used some of it to make an accretive acquisition. | 2010-10-06 | |
| BUY | 5.330 | Bruce Campbell | Just announced conversion plans. Dividend will be 11%. Intend to sell their Calgary real estate holdings so will in effect be a small Junior oil/gas company. New payout ratio is under 60%. | 2010-06-28 | |
| HOLD | 5.720 | Glenn MacNeill, P.Eng. | Eclectic mix of assets. Roughly 50% oil and gas, 50% financial and also 500,000 square feet leased real estate space, 2/3 industrial and 1/3 retail. Would like to see some strategies and growth mechanisms before buying. | 2010-01-19 | |
| BUY | 4.800 | Bruce Campbell | Small Junior oil/gas as well as a real estate division and a gas marketing division. Asset value of $6 and pays 14% yield. Believes the most likely scenario is that it goes private or breaks up in some manner. | 2009-12-07 | |
| BUY | 5.000 | Bruce Campbell | Have made a couple of small oil acquisitions. Pretty low payout at around 65%. Thinks there is a chance that it will go private. 14% yield. Nobody follows it and it is under the radar screen. Asset value is about $6. | 2009-10-28 | |
| BUY | 4.450 | Bruce Campbell | Recently made a couple of small oil/gas production company acquisitions. Company is a mixture of small oil/gas producers in Alberta, a real estate division and a gas marketing division. Very good balance sheet with a bunch of cash. Asset value of about $6. 17% yield. | 2009-08-10 | |
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| HOLD | 3.750 | Ben Cheng | (Market Call Minute.) Has been moving to have many of its businesses sold off but are still in progress. | 2009-07-13 | |
| HOLD | 3.650 | Bruce Campbell | Small oil producer with some Calgary real estate. Also had Elbow River gas marketing, which had some bad debts and wrote them off. Have a lot of cash. Asset value is about $5. Expect they will go private. 21.8% yield. | 2009-05-25 | |
| WAIT | 3.370 | Ben Cheng | Began life as an oil and gas trust and then acquired financial services, but then sold it. Company has some cash on board. Has not been enough guidance from management. High distribution. Cautious on natural gas income trusts. | 2009-04-27 | |
| BUY | 3.390 | Bruce Campbell | Has an odd collection of assets including oil, real estate and gas marketing. Net asset value is well above current stock price. Sitting on a lot of cash so there is a high dividend yield. Expect they will probably go private. $6 of value trading at $3, which you have to like. | 2009-04-13 | |
| SELL | 3.700 | Michael Simpson, CFA | (Market Call Minute.) A former conglomerate that still has a number of divisions. He doesn't follow this one closely. | 2009-03-25 | |
| BUY | 4.590 | Bruce Campbell | Smaller diversified trust that has slowly been selling pieces of its assets. Has a little bit of oil and real estate left and a couple of $’s in cash from previous sales. Paid a special $.60 dividend at Christmas. 20% plus yield. The most likely thing is that they go private. | 2009-02-23 | |
| BUY | 5.950 | Bruce Campbell | Paying a special dividend along with the regular distribution this month. Almost $3 a share in cash. Sold a bunch of divisions off and what’s left is a little bit of real estate (which they are selling), a very small junior oil/gas producer and a whole pile of cash. Nice place to hide. 18% yield. | 2008-12-23 | |
| BUY | 6.760 | Bruce Campbell | Great place to hide. | 2008-09-29 | |
| Comment | 7.330 | Ben Cheng | Sold off their Enervest Management business, which was the single largest part of their business. There are now 3 businesses left, real estate, gas trading and oil/gas. The largest component left is the oil/gas and with the pressure on energy prices, this has become more significant. Real estate is up for sale. Expect there will be a significant cash distribution from the potential sale of their businesses. | 2008-08-07 | |
| BUY | 8.320 | Bruce Campbell | Had 4 divisions of which 2 have been sold. What is left is a small oil/gas producer with a gas marketing division. Have a lot of cash. 12% return. They'll possibly pay a special dividend and cut the distribution but with the same yield. | 2008-05-26 | |
| BUY | 8.130 | Bruce Campbell | Have announced a deal to sell their managed trust business and got a good price for it. Also selling their real estate. What will be left is a trust with a whole big pile of cash and a small oil/gas business. Expect they will pay a special dividend or collapse the company down. Pays 12%. | 2008-05-09 | |
| BUY | 8.000 | Bruce Campbell | A diversified smaller trust. Part financial (owns Inervest Financial), part oil and part real estate. The real estate is about to close on a sale giving them about $30 million in net proceeds and will help pay the debt down. 13% - 14% yield with a payout of only about 60%. Feels it is really safe. | 2008-04-11 | |
| DON'T BUY | 7.350 | Michael Simpson, CFA | Diversified conglomerate trust. Doesn't like this model. Over the years they have sold off some of their oil/gas service properties. He doesn't follow it closely anymore. There are better ways to invest in the trust base. | 2008-01-22 | |
| BUY | 7.740 | Bruce Campbell | A combination of oil/gas financial services and real estate. Announced the divestiture of the real estate side in the next few weeks and will be debt-free. Asset value is about $9. Yield of about 14%. A good place to hide as far as gas goes. | 2007-12-31 | |
| BUY | 7.340 | Bruce Campbell | 15.6% distribution should be safe. Announced they will be selling their real estate division for about $35 million. Balance sheet will be in superb state after that. A mispriced asset because it is relatively illiquid and relatively unknown. | 2007-11-22 | |
| Comment | 8.120 | Ben Cheng | Manages the Enervest Fund, which has grown significantly. May have difficulty growing it is fast. Also have upstream oil/gas assets and real estate. A little complicated to research and understand. | 2007-09-05 | |
| PAST TOP PICK | 8.620 | Bruce Campbell | (A Top Pick July 27/06. Up 7%.) Yielding 14%, so your total return would have been 21%. Still has and 11%-12% yield. Perfect takeover candidate. Part oil/gas, part real estate and part financial services. Asset value of around $10. | 2007-07-09 | |
| BUY | 7.960 | Bruce Campbell | Was a former Top Pick and he still likes it. 60% oil, 30% real estate and 10% financial services. Spun out Essential Energy Services last year and there are rumours they may spin out the real estate assets into a REIT. About 12.5% yield. Good growth. 10% undervalued. | 2007-05-09 | |
| BUY | 7.420 | Bruce Campbell | Roughly 2/3 oil, 25% real estate and a little financial. Payout is relatively low in the low 70’s, so he is not worried about distributions. Relatively high yield at about 13%. There are rumours that they could spin off real estate assets into a REIT. | 2007-02-05 | |
| BUY | 7.230 | Bruce Campbell | A growth trust. Will probably be a spinout of the real estate next year. Drop in June was the dividending out of another trust. Also fell with other trusts. Yields about 14%. Just came out with some real estate development giving 11% return. Payout is only 75%. Extremely attractive price. | 2006-12-21 | |
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| DON'T BUY | 6.660 | Michael Sprung | Oil/gas drilling and exploration. More into heavy oil, which gets hit the hardest when there are energy concerns. Has been punished severely. | 2006-12-08 | |
| BUY | 8.000 | Bruce Campbell | Impacted by the trust tax ruling. Reported good numbers. Part oil/gas, part real estate and part financial services. Recently made some real estate purchases and with another one, they could probably spin off a REIT, which is what they planned to do. Oversold. | 2006-11-15 | |
| BUY | 10.030 | Robert Toole | Likes their diversity. Have oil and gas exposure along with some real estate, particularly in western Canada. Have shown an ability to grow distributions. Aggressive management. Good track record of accretive acquisitions. | 2006-10-27 | |
| BUY | 8.600 | Bruce Campbell | In a buy range. Diversified with some oil, some gas, some real estate and financial services. Very low payout ratio. | 2006-10-05 | |
| PAST TOP PICK | 9.400 | Bruce Campbell | (A Top Pick July 5/06. Up 10.3%.) Dividended out its energy services and the rest of the company, some real estate, some financial and 2 thirds oil/gas production was undervalued. 11% yield. | 2006-09-11 | |
| BUY | 9.400 | Jason Zandberg | Has holdings in oil and gas, real estate and financial services. Feel that their assets are undervalued. Management has a very strong track record in making acquisitions. | 2006-09-07 | |
| WAIT | 9.820 | Bruce Campbell | Part oil/gas producer and part Alberta real estate and part Alberta lending business. With all those things, it has an asset value of about $14. Went up very fast, so wait to see if it has a natural pullback before buying. 10% yield. | 2006-08-25 | |
| BUY | 8.630 | Bruce Campbell | They dividended out their energy services side which is the reason for the big drop in price. Still likes. Trying to grow the real estate side and will probably dividend that out in a year or two. Under $9 it's a good price. | 2006-08-10 | |
| TOP PICK | 7.990 | Bruce Campbell | A diversified trust consisting of an oil/gas producer, real estate division and financial services lending side. Also had an energy division which they spun out in the form of a new business. Stock dropped off after the spin off. About an $11 NAV. Making a lot of money. | 2006-07-27 | |
| WEAK BUY | 7.940 | Ravi Sood | Chart shows a precipitous drop, but this is the result of them spinning out a division. Excellent management with a lot of their own money in it. Yield should be safe, but shouldn't be a core holding. | 2006-07-21 | |
| TOP PICK | 8.250 | Bruce Campbell | They dividended out their energy services side, Essential Energy Services (ESN.UN-T) and paid it in the form of a stock dividend. This was the amount the stock dropped by. Expect they will do the same with their other groups. A good entry point. | 2006-07-05 | |
| DON'T BUY | 8.940 | Ravi Sood | Spinning off oil/gas assets into an income trust, Essential Energy Services, and is a wise move. Have to be careful with this one. | 2006-05-26 | |
| BUY | 13.100 | Bruce Campbell | This is a diversified trust. He likes it and it was a previous pick. Buy under $13.00. | 2006-02-25 | |
| BUY | 12.550 | Bruce Campbell | 70% energy with a little bit of real estate and financial services. Good set of assets in western Canada. Some production growth. Trading at a discount to its asset value of $14. Low $12’s is pretty good value. | 2006-01-24 | |
| PAST TOP PICK | 11.250 | Bruce Campbell | (A Top Pick Sept 12/05. Down 13%.) About 2/3 oil and real estate and financial services, so a diversified trust. Took a hit. There's probabl;y another dividend increase coming. | 2005-11-21 | |
| DON'T BUY | 11.920 | Ravi Sood | A unique name in that it has real estate, oil and gas as well as a financial services component. Good management team which owns a large part of this trust. Can't see much upside in it. Best to buy it when they do a financing. | 2005-10-14 | |
| TOP PICK | 12.100 | Bruce Campbell | Paying 11%. 2/3 oil and 1/3 financial and real estate. Cash flow's over $2. Thinks they will raise the dividend again. | 2005-10-12 | |
| TOP PICK | 13.000 | Bruce Campbell | About 2/3 energy, some financial services, cash chequing services and about 10% real estate. Double digit yield. Will probably see another dividernd increase in the next couple of quarters. | 2005-09-12 | |
| BUY | 10.440 | Bruce Campbell | A good entry price. A little bit illiquid and a little bit less known. Roughly 2/3 oil and 1/3 real estate and financial services. Only trading at 5 X cash flow and paying out about 65%. | 2005-04-20 | |
| TOP PICK | 10.700 | Bruce Campbell | 70% oil, 20% real estate and 10% financial service credit lending business. The small size is really appealing. They are able to make acquisitions and when they do make one at a reasonable valuation, you get huge jumps in the payout. Make 70/75% payouts. | 2004-12-23 |
