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| BUY | 49.710 | John Stephenson | This is one that you can hold and will be well rewarded. At this price it looks reasonable. | 2011-11-15 | |
| PAST TOP PICK | 54.470 | Laura Lau | (A Top Pick Dec 7/10. Up 28.58%.) | 2011-11-08 | |
| BUY | 51.230 | Sandy McIntyre | Fantastic company. Management owns about 30% of outstanding shares. Over 5% dividend. Payout ratio between 50% and 75%. | 2011-09-07 | |
| WEAK BUY | 57.840 | Douglas Kee | Owns a little. Attractive dividend. It’s a call on what’s going to happen in the energy sector. Likes the area longer term because of supply/demand fundamentals. It’s a little small for him. | 2011-07-21 | |
| Comment | 57.040 | Laura Lau | Very small company and they rarely issue stock so there is not a lot of coverage. They own part of a Pembina/Cardium play. Almost 100% oil and are un-hedged. Pays a healthy distribution. Declines are about 20% lower than normal. Can grow production about 8%-10% annually. | 2011-05-09 | |
| BUY | 57.040 | Robert Lauzon | Dull, boring company because of the way it's managed and doesn't keep him awake at nights. Has had phenomenal returns and great efficiencies. Continue to raise the dividend in line with oil prices. | 2011-05-09 | |
| BUY | 58.670 | Dennis Da Silva | Likes its conservative management. Nice distribution. Very focused in the Cardium play in Alberta. Still expects good growth out of the Cardium assets. | 2011-02-14 | |
| TOP PICK | 44.350 | Laura Lau | Mostly oil and a good yield of about 50%. If oil yield becomes 60% they‘ll likely increase distributions. Growth is at 10%-15%. | 2010-12-07 | |
| PAST TOP PICK | 40.050 | Robert Lauzon | (A Top Pick Oct 5/09. Up 61%.) One of the first acquirers of Pembina Cardium. Have some of the best lands. Have always increased dividends. Still a buy. | 2010-09-13 | |
| TOP PICK | 39.700 | Mason Granger | Very oil weighted. Resisted the urge to grow by acquisition so tend to be less liquid but have a great asset. A lot of Cardium locations with a significant inventory ahead of them. Finding/development costs are about $7 only. | 2010-08-31 | |
| BUY | 39.700 | John Stephenson | Has some perspective wells. A low cost operator and developer. Feels comfortable with this name. | 2010-08-31 | |
| PAST TOP PICK | 34.780 | Dean Orrico | (A Top Pick July 23/09. Up 67.48%.) Great company to own. | 2010-06-17 | |
| PAST TOP PICK | 38.180 | Dean Orrico | (A Top Pick July 23/09. Up 73.22%.) | 2010-04-16 | |
| BUY | 34.410 | Jamie Horvat | Large land-based and long-term reserve life index. Good management team and high management ownership. Good long-term hold. Treat as a core holding. | 2009-12-16 | |
| TOP PICK | 26.500 | Robert Lauzon | Expecting oil to move towards $85 in the next few months. This is 75% oil and most of that comes from the Pembina Cardium field, which they are drilling with new technology with very good success. Increased dividends twice this year. | 2009-10-05 | |
| BUY | 22.860 | John Stephenson | A good little company. Nice mix in oil and gas. Have done some accretive acquisitions. Basically been hitting its numbers. Can't see any risk of the dividend being cut. | 2009-07-24 | |
| TOP PICK | 21.880 | Dean Orrico | About 68% oil. Very solid dividend. Management owns a lot of the stock. Low payout ratio. Good balance sheet. | 2009-07-23 | |
| HOLD | 25.060 | John Stephenson | Conservatively managed. In terms of operating metrics, it has done well. If you hold on, you get paid to wait. 15% yield. | 2008-10-22 | |
| BUY | 36.500 | John Stephenson | (Market Call Minute.) Likes this name. Converting to a corporation so there could be a rough ride going forward but overall very strong. High netbacks. Oil focused. | 2008-08-22 | |
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| PAST TOP PICK | 28.450 | John Stephenson | Then 31.39 Such good metrics. Would still buy it. | 2007-06-06 | |
| PAST TOP PICK | 27.750 | John Stephenson | (A Top Pick July 10/06. Down 14.6%.) One of the worst royalty trusts in terms of performance, but ironically one of the best in terms of metrics. Still a Buy. | 2007-04-30 | |
| PAST TOP PICK | 26.450 | John Stephenson | (A Top Pick June 28/06. Down 15.4%.) Got slaughtered with the government’s stand on trusts. Long reserve life. | 2007-03-27 | |
| PAST TOP PICK | 27.500 | John Stephenson | (A Top Pick June 28/06. Down 10.8%.) Because it’s a little bit small, it might be a little negative as it will be hard to see how they can acquire and grow much beyond where they are. | 2006-11-16 | |
| BUY | 35.000 | Sandy McIntyre | Expensive, but expensive because it has good assets. | 2006-07-28 | |
| TOP PICK | 32.500 | John Stephenson | Pays 8.5%. In declining rate is about 5% compared to the industry average of 22%. To maintain its production, it is spending about 22/23% of its cash flow versus 65% for the industry. | 2006-07-10 | |
| TOP PICK | 31.390 | John Stephenson | One of the smaller names. They are depleting their resource base at only 5/7% per year. The industry average is 22%. The replacement cost for the incremental barrel is 22% of available cash flow versus an average of 67%. | 2006-06-28 | |
| HOLD | 25.450 | Matt Baillie | Likes the trusts that hold back a lot of their cash and can grow by the drill bit and increase their production. Their growth is my acquisition which can be very expensive. | 2004-07-30 | |
| DON'T BUY | 20.740 | Glenn MacNeill, P.Eng. | Pretty fully priced. Has some very interesting assets. Good management team. | 2004-06-25 | |
| WAIT | 17.400 | Dean Orrico | A relatively long reserve life. Wants to see a good a few good quarters under its belt. | 2004-04-05 | |
| SELL | 15.700 | Glenn MacNeill, P.Eng. | Has had a reasonably good run. Thinks it has pretty well peaked out. Limited liquidity. | 2003-12-11 | |
| DON'T BUY | 10.300 | Glenn MacNeill, P.Eng. | Doesn't have a big following, so has limited liquidity. | 2002-08-29 | |
| PAST TOP PICK | 10.200 | John Embry | (Was a top pick on Apr 17. Up 4%) Yield of 15%. Loves it. | 2002-07-15 | |
| PAST TOP PICK | 9.900 | John Embry | ( Was a TOP pick on April 17. Up 5.3%) Still likes. 15% yield. | 2002-06-05 | |
| TOP PICK | 9.400 | John Embry | 13.3% yield. 12/13 oil revenue life. Good management. | 2002-04-17 |
