| HOLD | 12.750 | Bruce Campbell | 90% gas. Possible takeover target. Would Buy on a pullback. | 2008-06-13 | |
| HOLD | 11.530 | Dennis Dasilva | Had an early successful history. Hit the wall in 2000-2001. Its Achilles heel has been that it is great in assembling and growing its reserves at a low cost but has stumbled on production growth. Always over leveraged. Now up for sale. | 2008-05-01 | |
| Comment | 9.050 | Joseph Schachter | Natural gas. Sold off a lot of their oil assets. They need natural gas prices to go back to $9 or higher. Not a great growth story but they have good assets. | 2008-01-24 | |
| HOLD | 8.890 | Joseph Schachter | (Market Call Minute.) Good assets. | 2007-12-19 | |
| PARTIAL BUY | 8.260 | Robert Floyd | Very exposed to gas. They are now exposed to the Alberta royalty changes as well as tax loss selling. It's down to a point where there is decent value here. You may want to just stick your toe in. Cash flows are going to be restrained for this type of company and they could run into a bit of a cash crunch in the next couple of months. | 2007-12-11 | |
| Comment | 8.140 | Joanne A. Hruska, CFA | Debt level is quite high and much greater than the average. Although they have a solid team and a huge suite of assets, it is gas weighted. If she were getting into gas stocks right now, this might not be her first choice. In market upswings, affect will be greatest in companies with higher debt levels. | 2007-12-05 | |
| HOLD | 8.730 | Joseph Schachter | Has been hit along with gassy stocks. They need $9 or $10 gas to do very well. There are a lot of stocks very similar to this. Feels gas prices will recover but not sure if it will be in the winter of 07-08. By the winter of 08-09, there will be so much lower deliverability in Canada and the US because of the slower amount of drilling. | 2007-10-11 | |
| Comment | 11.380 | Joseph Schachter | Natural gas stocks have really suffered. Have recently made acquisitions, growing their base a little bit. Could go into the mid-teens if he is right about commodity prices in the winter of 07-08. Will probably stay where it is in the meantime. | 2007-07-20 | |
| SELL | 11.340 | Peter Brieger | Hasn't done much in the past year because of the erosion of the natural gas price. Had some fairly negative announcements recently. Would sell this and would buy Rider Resources (RRZ-T). | 2007-07-19 | |
| DON'T BUY | 13.190 | Gavin Graham | Have never liked it. It might be recovering from it's big selloff. | 2007-05-22 | |
| SELL | 11.680 | John Stephenson | Has disappointed in terms of production for a while. Last quarter shows a loss of $10 million. High level of debt. Trend is not good and the street is turning bearish on the name. | 2007-03-27 | |
| TOP PICK | 11.680 | Bill Carrigan | Energy is coming back in. Had a low in January with a higher low in March. The downtrend has been violated. Likes it for 6 months. | 2007-03-27 | |
| PAST TOP PICK | 11.070 | Ron Meisels | (A Top Pick Feb 21/06. Down 33.1%.) Shortly after his appearance, it broke below the 200-day moving average and he exited at that time. | 2007-02-14 | |
| DON'T BUY | 11.150 | David Taylor, MBA, CFA | Has shown significant production growth. Doesn’t have the strongest balance sheet. | 2006-12-18 | |
| DON'T BUY | 11.310 | David Baskin | Has suffered with the drop of natural gas prices. The excess inventory of natural gas has to be worked off. A very cold winter or very hot summer will do it. | 2006-11-21 | |
| BUY | 12.200 | David Cockfield | Trading at net asset value. Looks good. Had their problems but looks very cheap at the moment. | 2006-10-26 | |
| BUY | 11.490 | Brian Acker, CA | Has dropped a lot. His model prices $18.22. Consensus earnings have gone down, but the stock price has dropped further than the fundamentals. $12.50 is an important level and, if it breaks through that, his model price would go back to about $16. | 2006-10-17 | |
| BUY | 12.680 | Glenn MacNeill, P.Eng. | Very interesting company. Has suffered price wise. Almost 100% gas. Vulnerable to a takeover. | 2006-09-08 | |
| DON'T BUY | 13.660 | John Stephenson | Has a debt to cash flow of about 2.1 X’s. Natural gas weighted. Has had some disappointments in production. | 2006-08-21 | |
| DON'T BUY | 13.820 | David Cockfield | Like a lot of the senior juniors, it has run into some problems. Have not been able to get production on as fast as they thought and the stock has gone nowhere. Production is starting to show signs of coming back. Looks a little expensive as compared to its peers. | 2006-08-16 | |
| DON'T BUY | 13.120 | David Cockfield | Problem with senior/intermediate companies in Alberta is that costs have got out of hand. Also you have the gas problem. This company is fairly heavy on the debt side. Would sell half your holdings and put the money into something safer. | 2006-07-13 | |
| DON'T BUY | 12.390 | John Stephenson | Probably has a little room to go on the downside. A gas weighted name and has one of the higher levels of debt. Wouldn't see a turnaround until there is a turnaround in gas prices. | 2006-06-28 | |
| BUY | 12.260 | Brian Acker, CA | He has a model price of $18.45. That is a 43% positive differential. It would be a screaming buy at $11.14. | 2006-06-19 | |
| BUY | 14.750 | David Cockfield | Reasonably well priced. If you are a longer term investor, you could probably start picking away at it. A good company. It has lots of drillable properties. | 2006-05-04 | |
| SELL | 16.360 | John Stephenson | Has higher debt levels than most others. Has had a few production misses. Has been disappointing. | 2006-04-05 | |
| BUY | 15.300 | David Chapman | Has been correcting with the oil/gas stocks. It's important to keep an eye on the lows set in 2005. As long as it stays above the October/November low, it will probably start another uptrend. The chart indicates he may be trying to turn and is establishing a bottom. | 2006-03-28 | |
| DON'T BUY | 14.880 | John Stephenson | The biggest problem is their relatively high levels of debt which is at 2.1 X debt to cash flow compared to the industry average of 1 X. This makes it difficult to make acquisitions. All so, being a gas-weighted stock, it is suffering from weak gas prices. | 2006-03-22 | |
| DON'T BUY | 14.810 | Gavin Graham | Investors are not comfortable with management, so this has not done as well as some others. | 2006-03-20 | |
| TOP PICK | 16.730 | Ron Meisels | Oil stock. He bought at $16, thinks that you should buy from $15 to $17. The downside risk is $14.
He thinks people should own Oil, a mine, and a Gold. So he picked one each for his top picks. | 2006-02-21 | |
| WEAK BUY | 18.200 | Glenn MacNeill, P.Eng. | It's gotten to the point where it’s a fairly large company so segregating it into a trust and exploratory company makes some sense. Not a lot of BUY recommendations on the street as they haven't met their numbers. Have a number of good assets including coal bed methane which looks interesting. Their production has kind of plateaued. | 2006-01-18 | |
| DON'T BUY | 18.840 | James Cole, BA, CFA | Trading at a little lower P/E than the other banks, but deservedly so since it has the worst capital ratios because of Enron. The next little while, it will be repairing the capital ratios. Would prefer other banks. | 2006-01-17 | |
| WEAK BUY | 17.100 | Brian Acker, CA | His model price is $26.11, up 49% differential, but he doesn't really see it achieving that model price. A year from now he can see it reaching $21.68, maybe a 20% total return. A sort of high risk/high reward situation. | 2005-12-21 | |
| PAST TOP SHORT | 17.470 | David Taylor, MBA, CFA | (A Top Short Aug 29/05. Up 29%.) Missed on this one. Covered his Short three days later. | 2005-12-20 | |
| DON'T BUY | 17.580 | David Baskin | This one is a puzzle. It has been trading amazing volumes and as a result, the price has absolutely spiked. This is as a result of a lot of speculation. They have a number of terrific prospects. Have very good real estate for a company their size. There is always speculation that it will be taken over or turned into a trust. Looking a little toppy at the moment. | 2005-12-19 | |
| STRONG BUY | 14.250 | David Baskin | Mostly a natural gas play. Has taken a terrific hit over the last 3 days. A really excellent buy at this price. | 2005-10-06 | |
| BUY | 14.520 | Bill Harris | Any of the mid tier oil/gas companies have either been acquired or became a trust. This is the remaining one. They believe they're on a resource trend which is deep and takes a lot of technical work to get it out. Believes they have cracked this nut, but there's an awful lot of work to do and it will take two years and an awful lot of capital. Loats of time on this one. | 2005-09-13 | |
| TOP SHORT | 13.850 | David Taylor, MBA, CFA | A great research report highlighted the company was spending a great deal of money and were cash flowing about half of that. In the last 2.5 years, it has not grown production and the reserves seems to be growing, so something is wrong. Either production is understated or reserves are overstated. Weak balance sheet. (Do a pair with another oil.) | 2005-08-29 | |
| BUY on WEAKNESS | 13.700 | David Cockfield | Went through a bit of a down period. Had trouble tying in their wells. Seem to be better at finding them. Had some concern, but seems to have sorted it out. Have excellent land that they're drilling. Had quite a run and could possibly check back for a bit. | 2005-07-28 | |
| BUY | 12.200 | David Cockfield | Had a big run and then a major set back and still isn't back to its March highs. They seem to be getting their act together. Have some good properties. | 2005-07-22 | |
| SELL | 11.700 | Peter Brieger | Prefers Storm Cat Energy (SME-X). Sold his holdings and bought Storm Cat instead. | 2005-07-21 | |
| DON'T BUY | 11.400 | David Cockfield | Has had a quite a run. Has run into a few problems along the line. As it's grown larger, management has not been able to complete some of its tie-ins on time. One of the last intermediates. Reasonably fully priced here. | 2005-06-15 | |
| BUY | 10.010 | Peter Hodson | Used to own, but sold when it was higher. Getting ready to Buy again. Doesn't think it will become a trust for a couple of years. They have too much growth ahead of them. | 2005-05-10 | |
| BUY | 10.350 | Brian Acker, CA | Has had a nice correction. Model price is $14.31 which is a 43% differential. Good price. | 2005-05-05 | |
| BUY on WEAKNESS | 12.040 | David Baskin | Looking pretty expensive. Missed on their last quarter and the stock fell off the top. It is frequently talked of as either a takeover target or an income trust. Net asset value is compelling. Reserves are very good even though their cash flow was lousy. Would sell if it got above $15 and would probably buy more if it dropped below $12. | 2005-04-11 | |
| HOLD | 12.000 | Brian Prokop | Has an underperform on it. Have a lot of resource plays and a lot of good assets and look to be a takeover candidate. Their outlook is based on a 12 month outlook and from that perspective, they've had a very good run and feels comfortable where they are at. Very large land base and very focused on resource plays. May be a little ahead of themselves. | 2005-04-05 | |
| DON'T BUY | 12.050 | Werner Muehelemann | Hasn't been showing any growth. Last year production per share growth was around 4%. People are expecting around 10% this year. Can't go into a trust because of their debt covenents and legal issues. | 2005-03-23 | |
| DON'T BUY | 13.240 | Fred Pynn | Possible conversion to income trust. Stock price at highest of cycle for short term. | 2005-03-03 | |
| SELL | 12.150 | John Stephenson | Has had a nice run, but has had a few problems in meeting its production targets. No visible catalyst in sight for that to change. | 2005-02-15 | |
| DON'T BUY | 12.100 | David Cockfield | A previous Top Pick. Ran into some production problems and he became a disenchanted. Recently picked up, had 2 really good quarters and the stock has taken off. Management has become aggressive issuing more shares and raising capital. A little concerned they will go through the same problems getting product tied into the system and into the bottom line. | 2005-02-10 | |
| DON'T BUY | 11.010 | Bill Carrigan | Long term chart has a nice up channel. Two things against it. At the top of an upchannel, and it is January, the best time to sell energy. If you own, take some profits. | 2005-01-26 | |
| PAST TOP PICK | 10.970 | David Baskin | (A Top Pick Nov 22/04. Up 1%.) Still likes. Doesn't think the natural gas story is over. Very competent management. | 2005-01-25 | |
| HOLD | 10.610 | Robert Floyd | Has exposure to the gas side. Well managed company. Feels the oil/gas sector has to consolidate for awhile. Look at it in the late spring as a possible sale. | 2005-01-07 | |
| VAGUE | 10.330 | David Baskin | Not the cheapest stock anymore. Most companies this size have been turned into income trusts or snapped up by the big guys. A lot of people are betting on this. Well managed. | 2004-12-09 | |
| BUY | 10.160 | Michael Smedley | All oil stocks are slipping a bit. Possible income trust some day. | 2004-12-07 | |
| SELL | 11.150 | John Stephenson | Feels it's overvalued for what it's producing now. Has had troubles meeting its own production targets. | 2004-11-24 | |
| TOP PICK | 10.750 | David Baskin | The last mid-size oil company left standing. Will probably be acquired or changed into an income trust. Even if it doesn't happen, pretty reasonably priced on fundamentals. Looking for over $2.50 in cash flow. | 2004-11-22 | |
| HOLD | 10.750 | Bill Harris | Only a handful of companies that are a pure play in natural gas. A way to highly leverage up on natural gas. | 2004-10-29 | |
| DON'T BUY | 10.300 | Peter Brieger | Could become an income trust. Fully valued. | 2004-10-28 | |
| BUY on WEAKNESS | 10.300 | Glenn MacNeill, P.Eng. | Has done very well. Have a new area south of Calgary which looks very exciting. Past problems included a lack of facilities and this has been somewhat alleviated. Would buy under $10. | 2004-10-28 | |
| BUY | 10.500 | John Zechner | One of the better growth stories in the mid size gas producers. | 2004-10-27 | |
| HOLD | 10.710 | Brian Acker, CA | If you hold, let it go at $12.65. | 2004-10-26 | |
| HOLD | 10.030 | Ron Meisels | Breakout at the $8 mark was a very good move. Reached his target of $10, but could continue higher. | 2004-10-20 | |
| DON'T BUY | 9.660 | John Stephenson | Expects it to go sideways for a little while. A solid company. Valuations a little on the rich side. | 2004-10-18 | |
| BUY | 9.600 | David Baskin | Has had a tremendous run in thast couple of weeks. There's always speculation that it is going to be taken over or turned into a trust. | 2004-10-04 | |
| HOLD | 9.000 | Peter Brieger | One of the top rated junior companies. Doubts if it will become a trust. Limited upside. | 2004-09-29 | |
| HOLD | 8.900 | John Stephenson | Has had a few problems in meeting production as well as escalating costs. If you have made gains, lighten up. | 2004-09-27 | |
| DON'T BUY | 7.970 | Brian Prokop | A sector perform. One of the few natural gas companies left in the region. &0% natural gas and as we move into winter, may see it move up a little. Pretty fully valued. | 2004-09-15 | |
| PAST TOP PICK | 7.730 | David Baskin | (A Top Pick June 17/04. No change.) Still likes. A takeover candidate. | 2004-09-09 | |
| SELL | 7.750 | David Cockfield | Until they get production going, sell it. | 2004-09-03 | |
| BUY | 7.500 | Bruce Campbell | Production and plant problems should be behind it. Could eventually become a trust. | 2004-08-25 | |
| BUY | 7.500 | Glenn MacNeill, P.Eng. | Quite possible this could become a trust. Has long life gas reserves. 2nd quarter was not as robust as investors expected. Likes the assets. Good valuations. | 2004-08-25 | |
| DON'T BUY | 7.400 | Steve Gold | Has probably been bid up because of rumors of them going into a trust. Has a history of setting goals which are hard for them to beat. | 2004-08-11 | |
| DON'T BUY | 7.480 | David Cockfield | Reasonably priced at these levels. Have had little bit of problem getting their production on line and getting the cash flow up. Good management and good lands. | 2004-08-10 | |
| PAST TOP PICK | 7.500 | Bruce Campbell | (Past top pick May 18/04. Down 4 1/2%.) Still likes it. Could buy more on weakness. | 2004-08-06 | |
| BUY | 7.810 | Peter Brieger | A well-run company. Prefers Blackrock Resources and Canadian Natural Resources. A good intermediate stock and with a 2/3 year time horizon, not a bad hold. | 2004-08-04 | |
| PAST TOP PICK | 8.000 | David Baskin | (Past top pick June 17/04. Up slightly.) The last independent gas producer and everyone expects it to be acquired or become an income trust. | 2004-07-29 | |
| WEAK BUY | 7.840 | Mark Jackson, CFA | The company has disappointed over the last couple of quarters. Did not show the growth that was expected. The company has very good assets and at some point in time, it should be a break through the $8 level. Expects another flat quarter coming. | 2004-07-27 | |
| BUY | 8.030 | Glenn MacNeill, P.Eng. | In the last couple of years, have been tagged by infrastructure problems. Going forward, they should have a good run maximizing their production. | 2004-07-21 | |
| BUY | 7.580 | David Baskin | 80% gas weighted. Natural gas prices are high and will stay high. A bargain. | 2004-07-07 | |
| TOP PICK | 7.820 | David Baskin | Had a bit of a problem with processing and couldn't get all their gas out of the ground. Have gotten through this. With high gas prices, they are making money like crazy. A reasonable buy. | 2004-06-17 | |
| TOP PICK | 7.280 | Bruce Campbell | Reported a disappointing first-quarter because they couldn't get their gas piped out. Now corrected. A very strong takeover target. | 2004-05-18 | |
| PAST TOP PICK | 7.250 | David Baskin | (A top pick Apr 13/04. Down 13%.) First quarter results were not stunning. Having throughput problems with a gas processing plant. Good assets. Good price. | 2004-05-14 | |
| DON'T BUY | 7.060 | David Cockfield | Have been having some production problems in tying in some of the wells. Has lost a little bit of faith in the management. | 2004-05-12 | |
| BUY | 7.270 | Ian Nakamoto | Holding it in their model portfolio. Down because of investors overall concerns on the market. | 2004-05-07 | |
| BUY | 7.550 | Ross Healey | Running into some pretty good technical resistance at about $8.50/8.75. Fair market value longer-term, has nice upside potential. Is about $11. | 2004-04-29 | |
| DON'T BUY | 8.050 | David Cockfield | Have been a little disappointed with the recent results. A little slow in bringing production on. Reasonably priced. | 2004-04-26 | |
| TOP PICK | 8.170 | David Baskin | Trading at record highs because of the acquisitions in the junior/midsize oil companies. An aquirable company and is possible to become an income trust. | 2004-04-13 | |
| WATCH | 7.630 | Peter Brieger | Dont own. If it pulls back under $7 we will buy. | 2004-03-31 | |
| WATCH | 7.640 | Gavin Graham | It came back because of oil prices. Like gas. | 2004-03-30 | |
| DON'T BUY | 8.100 | David Cockfield | Fully priced. Doing a good job. Missed some production objectives. Made an acquisition which should help them. | 2004-03-05 | |
| BUY | 8.100 | Peter Hodson | A lot of people are pushing to have it changed into an income trust. Could have another $2 if they convert. | 2004-03-02 | |
| HOLD | 7.350 | David Cockfield | Was the top pick around the $4 range. Still likes the company. Good management. | 2004-02-18 | |
| WEAK BUY | 6.730 | John Clarke | Could be called large cap. Significant production. Increasing their gas. | 2004-01-28 | |
| BUY | 6.880 | David Baskin | Natural gas prices are much higher than people where predicting. | 2004-01-22 | |
| DON'T BUY | 5.950 | David Cockfield | Management has been a bit disappointing lately. | 2003-12-30 | |
| BUY | 5.940 | David Baskin | A very gassy Company and can't understand why it hasn't hit $7. The cash flow is going through the roof. | 2003-12-09 | |
| BUY | 5.600 | David Baskin | Reported reasonable, not fabulous, earnings. Have always liked it. Trading at a reasonable multiple of cash flow. | 2003-11-26 | |
| BUY on WEAKNESS | 5.610 | Peter Brieger | Would buy on weakness. | 2003-11-25 | |
| BUY | 5.560 | Bruce Campbell | 2004 looks quite good.. Has a lot of growth. | 2003-11-24 | |
| BUY | 5.780 | Brian Acker, CA | Looks good. | 2003-11-20 | |
Experts that have talked about Compton Petroleum
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