STOCKCHASE

(A Top Pick April 20/11. Down 16.94%.) He is waiting until the summer in order to buy them again.

2012-04-10

SELL

12.180

Jeff Parent B. Eng. FCSI

Flat movement, sell if it drops at $11.30, and if it gets back to $14 sell.

2012-03-23

DON'T BUY

13.900

Eric Nuttall

Further decrease in Nat Gas prices will lead to a cut in Cap X spending. It’s not nearly cheap enough for him to want to get into.

2012-03-19

Comment

14.300

The whole oil/gas services space has been on a pretty good run and he thinks they are all going higher. This is probably one of the most volatile in this sector. Thinks it can easily go to $20 and could also get taken out. (See Top Picks.)

2012-03-05

Comment

13.260

John O'Connell, CFA

They are in a great space and they have a lot of running room in front of them. Could be a takeover candidate at some point. Continuing to grow their fracing services. They are a little bit vulnerable in this natural gas environment. Would expect you won't see much better than $15-$16.

2012-02-22

TOP PICK

11.580

Best margins in the business. No debt. Will be growing its fleet of fracers by 50% in the next 4-5 months. Fundamentals for service industry is very strong in Canada. Looking for 45%-50% upside from here.

2012-02-13

HOLD

11.530

Eric Nuttall

Fracking. Petty thinly traded. Pure play Canadian fracking company. Thinks they will report a record Q4.

2012-01-24

TOP PICK

12.270

Smaller name in the space but are dedicated all to pressure pumping. Pretty much have a brand-new fleet. Expanding the horsepower dramatically. Bearish on natural gas but the industry is moving to liquid rich natural gas plays which increases service intensity which is very good for this company. Also have a modest dividend. Worth $19.

2011-12-23

PAST TOP PICK

11.480

(Top Pick Dec 6/10, Up 2.5%) Unbelievably cheap. There is and press about fracking. Governments on either side of border may put restrictions on what they do any time.

2011-12-12

DON'T BUY

12.510

Prakash Hariharan

Prefers pressure pumpers.

2011-10-28

Comment

11.000

Jeff Parent B. Eng. FCSI

Chart doesn't look too bad. Shows a big downturn but it has moved back up. If it can get above $11.50 it could go another couple of dollars quite easily. Use a $10.20 stop.

2011-10-14

TOP PICK

10.380

Eric Nuttall

Stock has been sold off to a stupidly low level. Trading at 3X 2012 EBITDA level. Have $45 million of cash. Looking for 40% upside. Strong demand for their services.

2011-10-13

PAST TOP PICK

11.100

(A Top Pick Sept/10. Up 112.86%.) Oil field services. Still some good growth ahead of it. Do a lot of water pressure work in the horizontal drilling area, which is growing by leaps and bounds.

2011-09-21

BUY

12.870

One of his bigger positions in the oil services sector. Second quarter results were light because of weather so he feels you will see a very strong second half. Unbelievable value.

2011-08-17

TOP PICK

15.200

Veronika Hirsch

Fracing business with longer horizontal legs and doing bigger fracs. There seems to be a shortage of fracing equipment in North America. It is expected that prices will be going even higher in the 4th quarter. Have fantastic margins, which will be greater in future.

2011-07-27

TOP PICK

13.880

Whole fracing/well stimulation environment is still alive and doing very, very well. As long as oil holds up where it is, this company will continue to perform well. Feels consensus earnings estimates for the group are light. $17-$18 by March.

2011-07-11

BUY

14.770

Andrew Cook

Drilling sector had a really good run this year and with the higher price of oil and liquids, there is lots of drilling going on. A big driver has been the large resource play with the proliferation of horizontal drilling and fracing and they are benefiting from this. Well financed and have a lot of cash. 80% of equipment is less than a year old.

2011-05-19

BUY

14.600

Oil Services: Still great demand. Likes canyon resource group. Fracturing becomes more and more of the oil business. Have another big increase in capacity coming next year. Is trading at the midpoint in multiples terms for this group.

2011-05-18

TOP PICK

13.880

Play the energy sector through the services companies. The valuations are always shifting. Right now this one is at the top in his screening list. Thinks Q1 numbers are going to be spectacular. 2 or 3 factors are going to drive this industry for years to come. This is where the best returns in the energy space will be.

2011-04-26

TOP PICK

13.440

Fracking company, pressure pumper. Rapidly expanding. Winning all kinds of contracts and trading at a discount.

2011-04-20

TOP PICK

11.190

Well stimulation technology. His favourite in oil field services. More important to own the space rather than which name but this one is close to the top for him. Putting up terrific numbers and stock is relatively inexpensive.

2010-12-06

BUY

6.390

Peter Imhof

Fracing company out West. Have done a great job in growing earnings. Recent quarter blew away all analysts estimates.

2010-09-23

TOP PICK

5.520

Oil services. Although drilling is still on the slow side in the Western Canadian basin, they are involved in fracturing where demand is still up over last year. Grown tremendously since its IPO of about 4 years ago. Looking at earnings of $.70 plus this year.

2010-09-08

PAST TOP PICK

11.100