STOCKCHASE

A good name, particularly in this gas environment recovery. Valuation relative to its peers is a little bit higher for her but she likes the team and the assets. She would like it at the $5-$6 range but not a bad investment for the individual investor.

2009-09-14

DON'T BUY

6.370

Andrew McCreath

An unhedged Canadian Gas company. He is short on the stock, but hasn’t made a lot of money because 21% investor is a big bull on this company.

2009-08-18

DON'T BUY

6.450

Laura Lau

Very good land base which could be a target for acquisition but their debt is 4X debt to cash flow and she prefers it at about 2X. They should do an equity issue but they haven't. Valuation is very steep.

2009-08-14

DON'T BUY

6.060

Alexander Lane, B Comm, C

There are other gas stocks that he prefers. In the shale plays in British Columbia. The problem with these companies is the price of gas itself. You have to be patient with it because at some point it turns up but he doesn't see it lifting in the near term.

2009-07-28

DON'T BUY

6.210

Veronika Hirsch

Not crazy about gas. Also not crazy about their balance sheet. Recently did an issue that alleviates this but still doesn't have the pristine balance sheet that she would prefer. Have an attractive land package and good prospects ahead of them but they need a better gas price.

2009-07-17

DON'T BUY

6.050

Laura Lau

Very good asset base in the Peace River Arch in Alberta as well as some very good Montney lands. Valuation is very rich right now and you are paying for a lot of future reserves in the ground to come.

2009-06-30

Comment

6.040

Natural gas in the Montney shale formation. Lots of reserves and recently raised some cash to develop them. Will probably get acquired.

2009-06-29

DON'T BUY

6.040

Gas producer with some interesting exposure in the Montney play in Alberta. Very expensive relative to its peers. Good management. Would prefer others such as Celtic Exploration (CLT-T) or Arc Energy (AET.UN-T).

2009-06-29

BUY

5.900

(Market Call Minute) At some point gas prices go higher.

2009-04-28

DON'T BUY

6.830

Has a premium price and high debt level compared to pier group. Likes the management and the plays.

2009-04-15

Comment

6.250

Jean-Francois Tardif

There is a very brilliant investor behind it and it trades at a very high multiple. He prefers to buy stocks on a discount.

2009-04-07

DON'T BUY

6.440

Jim Huang

Have large undeveloped Montney resources. Execution risks are reasonably high. A lot of downside in gas prices currently.

2009-03-27

PARTIAL BUY

4.680

Dennis Da Silva

Heavily involved in the Montney play in Alberta. Produces about 12,000 barrels a day. Natural gas weighted. He is under weighted on the stock but you want to have some exposure. Leverage is a bit of a concern sold they are spending cash flow that mutes any growth into next year. Expecting some growth in 09.

2008-12-18

BUY

4.580

One of the leading juniors in the Montney gas play. Has been trashed along with everything. Should be all right. Gas should be stable. Speculation on gas.

2008-11-25

VAGUE

9.190

Gas driven, undervalued, done well, prices got expensive, better value in Galleon.

2008-09-30

HOLD

10.000

Michael Decter

Big Montney gas exposure. Likes the company. Sold out his position. On his list to look at.

2008-09-23

Comment

12.620

Montney shale play is attracting the most interest in the oil sector. Could be a take out. Don’t the results there will get disappointing.

2008-08-20

HOLD

12.350

One of the favoured Montney plays.

2008-08-01

Comment

12.550

John O'Connell, CFA

(Market Call Minute.) Great company with some massive assets. Pretty rich valuation. Be careful.

2008-07-31

BUY on WEAKNESS

13.320

Veronika Hirsch

Any company in the Montney region is a possible candidate for a takeover. What matters is the amount of land and its quality. Expect this is a strategy of this management but doesn't think it will be taken out this year. Thinks that over the next month there could be a good buying opportunity.

2008-07-17

Comment

13.870

Frederick Kozak

Another analyst with his company likes this stock. Primarily in the northwestern Alberta area. Probably one of the companies around that area that is a good consolidator. Good company.

2008-07-16

SELL

14.880

Jennifer Stevenson

In the Montney region. A bit too much momentum behind it and too much air in the share price above the growth the company can deliver. Too expensive. It could still go up but she would suggest selling it and buying something else.

2008-06-19

Comment

12.660

John O'Connell, CFA

Has had a lot of interest attached to it because of Mr. Shulick just acquired nearly 20% and his last major win was taken over by Shell Canada. Production is growing very rapidly. Trading at a very substantial premium. Has a lot of land but they have to drill very fast to justify the premium.

2008-05-15

HOLD

10.850

Paul Thornton

(Market Call Minute.) Had a pretty good run. Doesn't know that he would Buy here, but it is definitely a winner.

2008-05-07

DON'T BUY

11.220

Jennifer Stevenson

Focused in the Montney region. She could never get her head wrapped around the valuation, as it has been quite heady, especially since the company had a strategic investor come in on the equity side. There are other ways to play the Montne without as many headaches.

2008-04-25

BUY

9.910

Kenneth P. Norquay, CMT

Going to new highs along with oils. Had formed a small triangle in January and broke out on the upside. That was bullish.

2008-03-11

Comment

9.480

John O'Connell, CFA

Recently raised some money. Very high expectation company. Doing a lot of drilling in north-eastern B.C. Has moved a lot in a very short period of time. If there are disappointing drilling results, there could be a great deal of volatility.

2008-03-03

BUY on WEAKNESS

8.730

Big holdings in Montne in the Peace River Arch district, which is an amazing land position. Stock price has moved up a lot. Would hold back for a better price, but thinks it's a good long-term play.

2008-02-22

Comment

8.390

Good management. A large position was bought by Seymour Shulik, a pretty savvy investor.

2008-01-15

HOLD

5.150

Hap (Robert) Sneddon FCSI

Made an acquisition earlier this year and will be very strong. Good management. Not the cheapest in the sector, but are well valued.

2007-12-05

HOLD

4.360

The chart doesn't tell you very much. Seems to be in a band between $3.75 and $4.90. It is showing a potential of having a MACD crossover. The whole energy sector as a group has not really gone anywhere. Feels the downside is limited.

2007-10-09

DON'T BUY

4.170

Has not performed well. Has been no major move by the company to re-juggle itself.

2006-11-10

BUY on WEAKNESS

4.910