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Bonavista Energy Trust
Symbol: BNP.UN-T
Active: Y
Sector: oil/gas production
Last Price: 24.770
Last Price Date: 2010-09-02 22:40:01
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Experts who have talked about Bonavista Energy Trust

BUY24.120Michael SprungWeighted to natural gas. Current 7.9% yield indicates it is not an excessive payout at current levels. Expect the same level, on a tax-adjusted basis, when they convert to a corp. Very strong management.2010-07-28
TOP PICK22.940Bill Harris, CFAPhenomenal company and great management team. A consistent, methodical development type company. Expecting it to be a 3%-4% dividend yielding stocks when it converts and will be able to grow organically. Low cost producer.2010-07-06
TOP PICK25.550Dean OrricoAs a result of acquisitions in the last few years are increasing their gas exposure. Production growth will be very significant. Management owns 15%. 7.8% distribution.2010-06-17
BUY24.890Peter BriegerLikes it very much. Accumulating land as fast as they can. Expanding their drillings of mainly horizontal wells. Will convert to a corporation and thinks they will try to keep the distribution in tact.2010-06-15
BUY24.590Nick MajendieThere are several oil/gas trusts that will be hybrids when they convert with very decent dividends and growth vehicles. This is one of them.2010-05-04
BUY24.050Sandy McIntyreNatural gas. Gives a decent yield and management focuses on return of capital.2010-04-23
BUY24.020Paul Harris, CFAOne of the best managed companies in the industry. Low-cost producer and continues to grow their production.2010-04-22
STRONG BUY23.770Dean OrricoVery well run. Management owns almost 20%. Made a major acquisition from Talisman (TLM-T) that will really position them to grow. Gas weighted.2010-04-16
BUY23.770John Stephenson(Market Call Minute.) One of the better names. Growthy.2010-04-16
BUY23.510Norman LevineShort-term outlook on natural gas is not very good. This one is a combination of gas and oil and a good way to play natural gas. Well managed.2010-04-06
Comment23.600Laura LauWill be transitioning to a growth and income model where they will try to grow the reserves production as well as pay a dividend come 2011. Because of this, they will likely cut their distribution.2010-04-05
DON'T BUY23.830Philip DoyleIssuing debt to buy some gas property, which could cause some dilution. One of the class acts among the gassier trusts. Strong balance sheet. Concerned with its exposure to gas.2010-03-26
BUY24.470Michael Simpson, CFA(Market Call Minute) About 68% waited in gas. Will convert to a corp. and provide a dividend as well as modest growth.2010-02-23
BUY24.630Jennifer StevensonThe trick is what will they do with their cash flow when they convert to a corporation. Will they replace income with growth. A recent acquisition shows they plan growth. With the assets they have it will work out really well.2010-02-16
TOP PICK24.180Ben ChengSolid management team. Very, very good set of assets. Above average growth trajectory. They are getting involved with unconventional plays, which is a risk. 2010-02-12
BUY23.580Michael SprungYield is just a little bit over 8%, which indicates it is probably not in jeopardy going forward. Recently raised over $400 million. Tend to hedge a fair amount of their production. Fairly steady cash flow. Well managed.2010-01-27
TOP PICK23.850Dean OrricoAbout 60% gas. Made a large acquisition last year. Management owns about 15%. Relatively low costs. 7%-8% yield plus growth. Also have exposure to the cardium play in Alberta. Should see some real growth over time.2010-01-20
TOP PICK23.460Robert LauzonAbout 60% natural gas. Made a nice acquisition last year from Encana (ECA-T). 8% yield. Management owns 15% of the company.2010-01-06
DON'T BUY22.500Bill Harris, CFAWith trusts having to convert in 2011, you have to be very careful of a depleting asset based company. However, this company has always been run as a corporate entity so it doesn't have the same problems. Fantastic business and is really well run but too expensive for him.2009-12-21
TOP PICK21.150Peter Brieger60 Nat Gas/40% oil. Bulk of business in central Alberta. Organic growth of 5% a year enhanced by acquisitions. 17-18% capital gain on top of 9% yield expected. 2009-12-14
DON'T BUY20.100Bruce Campbell(Market Call Minute.) Gassy and not his favourite place to be. Would prefer Progress (PRQ-T), which has better drilling upside.2009-12-07
Comment21.000Michael SprungMore than half the assets are in natural gas, which is where a lot of the problem has been. There is overcapacity in the gas market and pricing has not been great. Yielding over 9.1%. Have been fixing their balance sheet and have sold some properties.2009-11-27
BUY21.760Michele RobitailleExcellent name. Hasn't participated in the rally as much as some of the others. Recently made an attractive natural gas acquisition from Encana (ECA-T) and will use horizontal multi-stage fraqing and is probably economic in the $3-$4 gas pricing. 8.8% distribution is likely safe.2009-11-25
HOLD22.400John StephensonOne of the better names and he doesn't see a problem with the 8.6% distributions getting cut imminently. Very good operating metrics.2009-11-09
BUY21.690Glenn MacNeill, P.Eng.One of the best trusts out there. Gas oriented. Results were in line with expectations. Management keeps their costs very low and their debt reasonable. 8.8% distribution.2009-11-06
BUY23.110Michael SprungHas moved up with the improvement of natural gas prices. This is a very volatile period for natural gas because of the large inventory and the discovery of huge new fields. If you believe in the longer term future for natural gas, this would be a good trust. 8.3% yield.2009-10-14
PAST TOP PICK23.030Laura Lau(A Top Pick Aug 14/09. Up 29.44%.) Just made an acquisition. Still a Buy.2009-10-13
BUY20.270Peter BriegerMainly natural gas. The distribution and good yield of 9.5%, which he thinks, can be maintained going forward. Like outlook for natural gas.2009-10-01
BUY20.420Laura Lau2/3 gas and 1/3 oil. Overpaying distribution a little. Can do so because management has exchangeable shares. Model after 2011 will be a combination of growth plus distribution but have not made percentages clear so she thinks the 10% distribution will be cut. However not expensive. New play at Holdly (?) is fantastic and will work at $4 gas.2009-09-30
BUY20.620Jennifer StevensonVery impressed with the acquisition they just did. Distribution is safe at this point. In 2011 they have the asset base to turn into a corporation that still pays a dividend. 2009-09-22
BUY20.720Michael Simpson, CFAQuality company. Recently acquired more natural gas assets. Very good operators. After they convert to a Corp., dividends will be lower than current distributions.2009-09-17
STRONG BUY20.000Michele RobitailleVery good holding. Planning on converting in early 2011 and maintain the current level of distribution. Recently acquired some gas assets from Encana (ECA-T). 9.6% yield.2009-09-11
TOP PICK17.500Laura LauVery solid gas name. Did a great acquisition that will help them go past 2011. Economic returns look very good on the new acquisition.2009-08-14
WAIT17.110Glenn MacNeill, P.Eng.Low-cost operator. About 60% natural gas so is vulnerable to gas price changes. Recently made an acquisition and will be helped by a reduction in BC royalties. Very well managed. Waiting for gas prices to increase and a more positive outlook.2009-08-11
BUY17.300Peter BriegerSolid company. If he were adding a name to his accounts this would be one that he would consider. The other one would be his Top Pick Arc Energy (AET.UN-T).2009-08-05
DON'T BUY17.520David BaskinNot bullish on natural gas because LNG shipments keep increasing and shale gas has changed the game with increasing reserves. He sees natural gas staying below $5 for the rest of the year.2009-07-27
STRONG BUY17.290Dean OrricoOne of the top management teams. Recently acquired $700 million of primarily gas assets from Encana (ECA-T), which will really propel them into a new direction.2009-07-23
BUY16.850Michele RobitailleVery high quality oil/gas trust. Strong management team. High netbacks. Just bought a large amount of natural gas assets from Encana (ECA-T) and with new technology they feel results can be very significant.2009-07-17
BUY17.590Michael Simpson, CFA(Market Call Minute.) Great management. Spends capital prudently.2009-07-06
BUY18.300Michael SprungOver half of their production and weight in volume is in natural gas. One of the more dominant trusts in the natural gas area. Distributable cash in units is well in excess of their payout. 10.4% yield. Have a good deal of tax pools so they will not be immediately taxable when they convert to a corporation.2009-06-26
BUY19.000Peter BriegerThis was a close 2nd to his Top Pick Daylight Energy. Gas oriented and he likes gas. Impressive management.2009-06-16
BUY19.300Jennifer StevensonVery conservatively run with good cost control. 10.5% distribution is solid. Attractive growth profile.2009-06-01
BUY18.550Sandy McIntyre(Market Call Minute.) A great oil company that has protected its balance sheet.2009-05-14
DON'T BUY18.780Ben ChengObama looking at increasing taxes paid by companies that are creating more carbon emissions. This would impact oil coming from Canadian oil sands. However there are other places that will take the markets such as China. Oil is the safer play. COS.UN is a pure oil play, vs. BNP.UN. We expect softness in Gas.2009-04-27
STRONG BUY17.090Joanne A. Hruska, CFAMarket Call Minute. Always had a premium multiple but now they have a discount.2009-04-15
BUY15.840Michele RobitailleParticularly good value here for medium and long term. Very well run. Could make a medium to small sized acquisition. Will be able to manage a transition into a corporation very well.2009-04-02
BUY15.300Peter BriegerOne of the ones he likes in that space. Impressive management. Thinks distribution cuts will be coming to all energy trusts. Enterprise value per BOE per day is around 40-45, which is very competitive making it one of the cheaper trusts.2009-03-31
Comment16.070Bill Harris, CFAIncredibly well run and incredibly transparent. Slightly too expensive. If anybody is going to get through this, they will. They will be acquirer's. On his list of things to own.2009-02-10
BUY16.720Dean Orrico(Market Call Minute.) Looks like good value at this price. Very shrewd management.2009-02-06
BUY17.180Michele RobitailleManagement has good track record on creating value. Just distributions. Balance sheet is in decent shape. Have a record of making accretive acquisitions so this is a good environment for them. 13.5% yield.2009-02-03
BUY17.750Michael Sprung(Market Call Minute.) Well exposed to natural gas.2009-02-02
BUY15.500Ben Cheng(Market Call Minute.) Solid management team. Possible distribution cut is coming that this is built into the price.2008-12-08
BUY on WEAKNESS20.750Robert LauzonOne of the more solid royalty trusts. Approximately half oil and half gas. They might not have to cut their distributions. Try to buy on a down day.2008-10-29
BUY on WEAKNESS32.370Glenn MacNeill, P.Eng.Good company. You have to time your purchases. Anything below $30. Mostly gas and has some properties in the Bakken area of Saskatchewan. Very well managed and management owns a significant portion of the trust. 11% yield.2008-07-18
BUY33.290Michael Simpson, CFA67% focused on natural gas. Have recently been buying land in Saskatchewan that is more oil focused. Very solid management and they spend money very wisely.2008-05-14
BUY31.050Peter Brieger(Market Call Minute.) Good gas exposure. A long-term hold.2008-05-01
TOP PICK31.340Jennifer StevensonStable company. Expects to see a near term great potential for distribution increase.2008-04-25
Comment29.600Bill ShawIf you think long-term oil is going to remain at these levels, this is a buy. Payout ratio is fairly reasonable. Reserve life index is not bad.2008-02-19
BUY25.590Ben Cheng(Market Call Minute.) Very cheap. Management team owns a lot of stock. This is a natural gas play that you want to stick with.2008-01-21
TOP PICK28.700Joanne A. Hruska, CFA12.5% yield. Management has had wide experience in acquisitions at cheap prices, optimizing them, and increasing their own production. Just acquired some assets from another company giving them about 4000 barrels a day. Good price.2008-01-04
BUY25.450Michele RobitailleGood quality name. Has been knocked back to where the valuation is very attractive. One of the premier management teams in this space. Strongly focused technically. Solid balance sheet. There is a possibility they could make a small cut to the distribution.2007-11-28
HOLD28.520Ben ChengOne of the premier oil/gas trusts. Solid producer. Good balance sheet.2007-09-05
BUY29.910Sandy McIntyreOn a strict cash flow to distribution plus capX, they are paying too high a distribution. However, have a number of outstanding exchangeable shares and dividend reinvestment plan, so their net cash in/cash out is okay. Excellent management.2007-08-13
Comment30.440Kevin Hall BComm, CFAAbout 55% natural gas and 45% oil. A good long-term name. Great management team. Need an increase in natural gas prices to give it a lift.2007-07-11
HOLD30.600Peter BriegerIt's a first rate company. Would not buy at these levels, due to the unclear rules. However if you already own it, hold it.2007-06-29
TOP PICK30.620Michele RobitailleBalanced trust, 45% oil, 55% natural gas. Sustainable business model. Very flexible business model. 2007-06-11
BUY29.850Michael Simpson, CFAAbout 57% weighted to natural gas. Management owns a significant stake. Assets in B.C. and Alberta. Will have no trouble transitioning. Reasonable debt.2007-03-20
HOLD29.270Ben ChengGood management. Shorter reserve life than the average but very good assets.2007-03-02
HOLD29.580Peter BriegerOne of the ones in the 2nd tier that will either be merged, acquired or make its own acquisitions. 12.25% yield. Some concerns on the safety of distributions. Likes it, but has other favourites.2007-02-19
BUY28.150Sandy McIntyreA high quality trust. Management owns a substantial portion. Extremely well managed.2006-12-29
PAST TOP PICK28.820Ben Cheng(A Top Pick May 19/06. Down 15.7%.) Will be a survivor in 2011. Still likes.2006-12-01
HOLD24.940John StephensonOne of the better trusts. Large drilling inventory and low payout ratio.2006-11-16
BUY25.720Bruce CampbellTrust that has growth management and will be fine in the longer term. Gassy which is a short-term negative. Good entry point.2006-11-15
BUY27.600Michael Simpson, CFAGood management and they own a significant stake in their company. About 63% gas weighted. Debt to cash flow is conservative, under 1 X. Payout ratio of about 65%.2006-11-03
DON'T BUY28.140Ross HealyHis Fair Market Value has been falling, and lately fairly quickly. Doesn’t like companies that have negative earnings or negative outlook.2006-11-01
HOLD34.100Kevin Hall BComm, CFARecently announced a distribution cut which brought the payout ratio down to a reasonable level. Market accepted this. Very high quality management team.2006-10-27
BUY30.900Sandy McIntyreHave done a great job. Dropped because of decline in commodity prices. A sustainable business model.2006-10-13
HOLD29.880John StephensonThis has been one of the better trusts, but they have all suffered a pullback. 13.25% yield.2006-10-12
DON'T BUY29.700David CockfieldA little bit concerned about this one. Fairly high payout ratio. Not sure the distributions are sustainable.2006-10-05
HOLD32.280Robert LauzonThe trust has done well. It is well managed. It has a higher pay out ratio . Recommends holding it.2006-09-29
BUY33.800Michael SprungAn extremely well-run company. Has some very good properties. 11.5% yield.2006-09-19
BUY on WEAKNESS37.170Glenn MacNeill, P.Eng.Great assets and good management team, which owns a large chunk of the company themselves. Relatively short reserve life index of about six years, which hasn't been an issue as they have been able to find new reserves. Expecting oil patch costs to come down in the next several months and this company will be a good beneficiary of that. Buy as gas prices soften up.2006-08-23
BUY35.340Ravi SoodOne of his favourite names on the oil/gas side. Has one of the most stable distributions profiles. There is capital appreciation from this level.2006-07-21
BUY35.600Greg Guichon58% gas weighted. Excellent management. Current yield of about 11% but has a very low payout ratio.2006-07-14
BUY33.140Dean OrricoHas had a decent pullback and is at a good price. High quality management team. Superb track record.2006-06-23
BUY32.420Robert LauzonGas prices have pulled it back where it is a great buying opportunity. Top-notch management team. Very conservative. All other acquisitions have worked out. Reserve life is close to the average of 9/10 years.2006-06-21
BUY33.750Bruce CampbellGood management from before they were a trust. Growing the company well. Low payout ratio.2006-06-08
BUY35.280Peter HodsonRun by one of the best management teams. They've done very well. One of the slow and steady names. One of the better trusts in the business.2006-06-06
TOP PICK33.970Ben ChengSolid management. About 60% natural gas. Reserve life is slightly shorter than their peers. Trade at too much of a discount to the peer group. Yield of 11.75%. Very solid capital programme going forward.2006-05-19
BUY33.700Robert LauzonDropped along with other oil/gas stocks. A top quality run trust.2006-05-18
BUY34.660Leslie LundquistA bit more weighted to gas. Has a strong management team. Strong property portfolio. Valuations are reasonable.2006-05-17
DON'T BUY36.500Robert LauzonOne of his favourite trusts. Trading near its all-time highs. Valuation is higher than the rest of the group, but is warranted because of its great track record and management team. Fairly valued and upside is probably limited.2006-04-07
HOLD37.010Michael SprungFairly priced right now. A good yield of a little over 10%. Distribution will likely be sustainable over the next year or two. Has some good assets.2006-03-23
HOLD37.850Michele RobitailleHigher quality. A lot of confidence. 60% payout ratio. Sharp correction in all the oil/gas trusts..2006-02-08
DON'T BUY38.000Bill MacLachlanReluctant to buy a number of energy trusts at today's prices. The pricing is such, that he would rather buy oil/gas through the more conventional vehicles. This one has a solid management team, excellent assets and an excellent track record. One of the best royalty trusts out there.2006-01-10
BUY on WEAKNESS38.280Michele RobitailleOne of the higher quality energy trusts. Likes the management team. One of the more conservative names. Looking a little expensive and would wait for a pullback before jumping in.2006-01-06
TOP PICK38.030Leslie LundquistThis is the new model oil/gas trust, which has a more sustainable profile because of a fairly low payout ratio. Strong management team. Properties are diversified among oil and gas. Will be a long-term survivor.2005-12-07
BUY37.190Garth JestleyAble to maintain the distribution and retain the reserve life out of their cash flow.2005-12-02
WEAK BUY36.370Bill Harris, CFACrescent PointEnergy Trust (CPG.UN-T) and Bonavista Energy Trust (BNP.UN-T) are his 2 favourite income trusts. Extremely well run businesses. Great upside. His problem is that because of the trust structure with the declining asset base, it has a very different profile than a regular type of investment. Getting expensive and would like them when oil is $35.2005-11-24
BUY33.150James LeungOne of the better energy trusts that are currently on the market. Excellent management. Reserve life is about 9 years and the quality of the assets is excellent. This trust always focus on high working interest and low risk drilling prospects.2005-11-11

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