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| SELL | 29.700 | Barry Schwarrtz | We have way too much supply of natural gas and doesn't see it improving until all our cars are running on natural gas. Would switch into oil sands and oil company plays. | 2010-09-02 | |
| PAST TOP PICK | 29.250 | John Stephenson | (Top Pick Sep 28/09, Down 8.3% total return) They did a great job of hedging and posted some great numbers. Had best potential going forward, but issue is that it is becoming increasingly difficult to hedge. They want to grow production but everyone is scratching their heads. | 2010-08-31 | |
| BUY on WEAKNESS | 29.390 | Rick Stuchberry | Opportune time to start looking at natural gas. Expects gas prices to do better between now and early next year. Do you want big producers or would you prefer to be paid while you wait? His strategy is to get paid while waiting so prefers Enerplus (ERF.UN-T) with the 9% yield or Vermilion (VET.UN-T) with 6%-7% yield. | 2010-08-30 | |
| TOP PICK | 28.150 | Michael Sprung | Nat Gas is unusually inexpensive at the present. Inventories are full. Anything to do with Nat Gas has been punished. He sees it as compelling. Production could increase significantly (20%) over the next few years. Reasonable yield for a production company. | 2010-08-25 | |
| PAST TOP PICK | 29.120 | Christine Poole | (Top Pick Aug 26/09, Down 2.05%) Sold it. Natural gas will stay on the lower end of the $4-$6 range. | 2010-08-23 | |
| BUY | 29.040 | Hap (Robert) Sneddon FCSI | Chart shows a rounding situation and seems to be range bound from $33-$37. Likes it from a fundamental basis. Would be comfortable buying at this price. Has support at around $25 and low $20's. | 2010-08-18 | |
| HOLD | 29.800 | Steven Conville | Predominantly natural gas. Performance has not been spectacular as well as languishing issues of natural gas prices. Did relatively well last quarter because of their hedging programs. Not expecting anything great over the next few quarters. | 2010-08-13 | |
| Comment | 29.950 | Peter Brieger | From a 3-year perspective, there is US legislation in place that puts heavy penalties on coal power plants so they are going to have to do something. Feels natural gas will be the key substitute. | 2010-08-12 | |
| DON'T BUY | 30.490 | Don Lato | The pre-eminent natural gas company in Canada. Gas stocks generally have not participated because of the low natural gas prices over the last couple of years. Could be a good contrarian play but in the short term, until there is some semblance of firming of prices, would prefer others. | 2010-08-11 | |
| DON'T BUY | 31.520 | Barry Schwarrtz | There are real structural issues for natural gas. Demand is going down, efficiency in getting it out of the ground has increased. Switched into CNQ. | 2010-08-10 | |
| PAST TOP PICK | 31.720 | Jim Huang | (A Top Pick May 7/09. Flat.) Natural gas demand is increasing. Long-term it should still work. | 2010-08-09 | |
| BUY | 32.390 | Brooke Thackray | A great run company over time, well managed. It’s a natural gas play and he is bullish on Natural gas. Making higher lows and bouncing against $37. At the bottom it its wedge. He is very positive on it. Longer term investment. | 2010-08-05 | |
| BUY | 31.990 | Andrew Cook | (Market Call Minute) Sell off was overdone. Likes focus on Nat Gas. This is a nice entry point. | 2010-07-27 | |
| BUY | 32.220 | John Zechner | Thinks the market didn't like them upping their spending so it fell off. Little more positive on natural gas prices now. | 2010-07-23 | |
| HOLD | 32.220 | John Stephenson | (Market Call Minute.) Generally he loves the stock but doubling production over the next 5 years makes no sense with gas price where it is. | 2010-07-23 | |
| BUY | 32.000 | Greg A. Taylor, CFA, BBA | Gulf problems have highlighted how natural gas is probably the commodity that will win. Longer term it should start gaining share. Very conservative, safe way to play natural gas. Have done very well in managing their capital budget by hedging a lot of natural gas production at more than $6. | 2010-07-05 | |
| BUY | 32.000 | Martin Hubbes, CFA | If you like natural gas, this is a very good investment. Very broad production base. Not the lowest cost producer, but certainly a low cost producer. They'll be able to weather short-term downturns and will probably give you long-term growth. | 2010-07-05 | |
| PAST TOP PICK | 34.160 | Christine Poole | (A Top Pick Aug 26/09. Up 18.81%.) Sold this in February. | 2010-06-22 | |
| PAST TOP PICK | 34.160 | Jim Huang | (Top Pick May 7/09, Up 10%) Thought the return would be much higher. It would have been if the Nat Gas price had taken off. | 2010-06-22 | |
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| PAST TOP PICK | 35.610 | Dean Orrico | (A Top Pick July 23/09. Up 14.82%.) Great company to own. | 2010-06-17 | |
| DON'T BUY | 35.610 | Stan Wong | Neutral on this stock. Current and next year's growth seems a bit under whelming. Earnings momentum is not extremely strong. Natural gas long-term is over sold and short-term overbought. | 2010-06-17 | |
| PAST TOP PICK | 35.430 | Peter Brieger | (Top Pick Jun 16/09, Up 15% total) Likes company but sold to move to several oil and gas stocks that had better potential. Would buy CNQ at this point. | 2010-06-15 | |
| BUY | 34.760 | David Cockfield | Slight bull on Nat Gas and this is about as good a name as you can pick. | 2010-06-04 | |
| Comment | 31.200 | Christine Poole | Predominately all natural gas. At $4, gas prices are at trough level so longer-term they should come up. If you want gas exposure this is at a good level. Very financially disciplined. Intend to grow production at 10%. Hedged production this year at $6 and $6.50 for 2011. | 2010-05-26 | |
| DON'T BUY | 31.480 | Barry Schwarrtz | Doesn’t see a catalyst for Nat Gas to go higher. CNQ would be preferred if you want energy. | 2010-05-25 | |
| PAST TOP PICK | 31.910 | Jim Huang | (A Top Pick May 7/09. No change.) Still believes in its long-term prospect. The pre-eminent gas explorer/producer in Canada. | 2010-05-21 | |
| PAST TOP PICK | 33.080 | Christine Poole | (Top Pick Aug 26/09, Up 9.8%) Selling because nat gas prices staying depressed, so using as a source of funds. | 2010-04-26 | |
| Comment | 32.670 | Sandy McIntyre | Had a sharp downdraft when management announced a substantially increase of CapX to drive more gas into and oversupplied market. 2.5% dividend. He trades this one to make profit. | 2010-04-23 | |
| TOP PICK | 31.770 | Douglas Kee | This is a pick for 12 months from now. Thinks Natural Gas prices are probably in a bottoming phase. ECA has low costs and is in Canada and the US. A year out Nat Gas may be rising faster than oil. | 2010-04-20 | |
| PAST TOP PICK | 31.430 | Jim Huang | (A Top Pick May 7/09. Down 3.4%.) Split the company into oil Cenovus (CVE-T) and gas. Unconventional gas is growing faster than anyone thought it would. He is looking for a turn in gas prices next winter. | 2010-04-19 | |
| TOP PICK | 31.470 | Dean Orrico | (A Top Pick July 234/09.) Gas. If you are going to be in a commodity that is under priced and is going to have a big move, you want to be in ones that are big and liquid. Reasonable valuation. | 2010-04-16 | |
| DON'T BUY | 31.470 | John Stephenson | A benchmark name in the gas world. He sold his shares because he is bearish on gas. Earnings profile is very dependent on locked-in and hedging it becomes harder. | 2010-04-16 | |
| DON'T BUY | 33.000 | Laura Lau | Large-cap gas stock and will trade with the price of gas. Seasonally strong for oil but seasonally weak for gas, so she prefers oil. | 2010-04-05 | |
| DON'T BUY | 31.990 | Brian Acker, CA | Natural gas. His model price is about where the current price is, around $30. More value elsewhere. (See Top Picks.) | 2010-04-01 | |
| STRONG BUY | 30.990 | Dennis Da Silva | Impacted by weakness in natural gas. Feels market has misinterpreted signals such as 1) Exxon Mobil’s purchase of XTO, big gas player in the US and 2) Encana’s intention of doubling production in the next 5 years. | 2010-03-29 | |
| Comment | 30.550 | Jim Houston | Sees it going up in the long-term. Recently announced doubling production in the next 5 years, which has caused a problem for natural gas and share price. Fantastic inventory of projects with good positions in the shale play. Low-cost producer. Hedged about 60% of production at over $6 this year. | 2010-03-25 | |
| DON'T BUY | 30.820 | Barry Schwarrtz | Split into 2 companies in 2009, Encana (ECA-T) with natural gas and Cenovus (CVE-T) with the oil sands. He sold all his Encana and put it into Canadian Natural Resources (CNQ-T) as he is very concerned about natural gas prices. Too much inventory. Doesn't think natural gas prices will go higher than $5-$6. | 2010-03-24 | |
| DON'T BUY | 31.100 | Andrew McCreath | He is bearish on natural gas and he can see additional pressure on it. This company has not been enamoured itself with investors with its plan of growing gas production by 15% organically per year for the next 5 years. | 2010-03-22 | |
| Comment | 32.120 | Michael Smedley | The price of gas is like death at the moment. You are better off elsewhere. If you own, consider selling and diversifying. | 2010-03-18 | |
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| Comment | 32.700 | Michael Sprung | Recently announced that over the next 5 years they plan to double their production capabilities in natural gas. Looking quite compelling on a price basis. | 2010-03-17 | |
| Comment | 33.590 | Richard Croft | Covered calls. If you really think the stock is going to go down, he is not sure he would continue holding it. Alternatively you could buy a Put to protect yourself. On the other hand if you think it will be flat or go up slightly, look at a June or July option at the money. | 2010-03-16 | |
| Comment | 33.950 | Bruce Campbell | Would think about selling his holdings if it went to $35.75-$36 again and trade down to something with a little bit more growth. | 2010-03-15 | |
| BUY | 34.490 | Ron Meisels | Doing well. Recently looks like it wants to break out. All we want to see is it cross $37-$38. It’s certainly on his favorite list. | 2010-03-02 | |
| BUY | 34.490 | John Zechner | Warming up to it. Natural gas seems to have gone through the moderating period. It could get a real premium valuation in here. He has been adding recently to the name. | 2010-03-01 | |
| PAST TOP PICK | 34.490 | Christine Poole | (Top Pick Aug 25/09, Up 14.95%) Still a good long term gas play | 2010-02-26 | |
| HOLD | 34.490 | David Cockfield | Has a fantastic position in the Montany shale. Building the gas plants. was going to sell but is going to hold on to it. | 2010-02-26 | |
| VAGUE | 33.840 | Michael Smedley | Largest gas producer in N.A. territorially. | 2010-02-23 | |
| BUY | 34.250 | Bill Harris, CFA | (Market Call Minute) Core holding. Loves the company. | 2010-02-02 | |
| PAST TOP PICK | 32.700 | Jim Huang | (A Top Pick Jan 22/09. Down 37.5%.) | 2010-01-29 | |
| BUY | 34.370 | Michael Decter | This is one way to play resurgence in gas prices. A very big and strong player in natural gas. He is playing it more through Daylight (DAY.UN-T), which has both gas and oil. Probably a decent time to get some gas exposure. | 2010-01-25 | |
| HOLD | 34.570 | Michael Smedley | 2.5% dividend. One of largest of north american gas producers. A core holding. | 2010-01-21 | |
| PAST TOP PICK | 35.390 | Dean Orrico | (A Top Pick Feb 6/09. Up 20.7%.) Still a buy. | 2010-01-20 | |
| Comment | 35.390 | Andrew Cook | Thinks this will do quite well over the next 2 to 3 years. Prefers the smaller caps, which will give more opportunity. | 2010-01-20 | |
| BUY | 36.150 | Mason Granger | Likes it. Exposure to 10 of the best resource plays, some of the most economical gas in North America. Considers it a core holding of theirs. | 2010-01-05 | |
| DON'T BUY | 34.260 | David Driscoll | Likes oil and gas stocks at no more than 5 times cash flow. ECA is there. Cold weather is helping gas prices right now. He prefers Toromont TIH-T, which is less volatile. | 2009-12-29 | |
| HOLD | 33.850 | John Zechner | Split into 2 companies with this one retaining natural gas and Cenovus (CVE-T) keeping the oil sands assets, some gas and downstream refining. There has been a pop in the natural gas market but he is still sceptical of it. If you own both, he would hold. | 2009-12-23 | |
| Comment | 32.580 | Steve Carlin | Have great quality, long life natural gas assets. This will allow them to continue to garner a premium multiple. | 2009-12-16 | |
| Comment | 32.280 | David Baskin | Natural gas faces some interesting challenges from increasing shipments of LNG and record storage across North America. On the other hand, as oil goes up gas becomes more attractive. Not on his buy list. | 2009-12-15 | |
| BUY | 32.280 | Ara Nalbandian | Has been rallying the last couple of days because of an acquisition they made. Speculation that it could be taken over. Premier Nat Gas company in Canada. It’s a good holding and he is watching it and it would be the first one he would buy. | 2009-12-15 | |
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| BUY | 29.660 | Don Lato | Pure natural gas play now. While we are in the doldrums of the natural gas market, this is an opportunity to acquire positions, as it will probably be the premier natural gas company in North America. | 2009-12-09 | |
| BUY | 29.260 | Michael Smedley | Largest gas producer. Recently separated off its oil sands property into Cenovus (CVE-T). Will do well when gas rises again so long-term it's a Buy. | 2009-12-08 | |
| PAST TOP PICK | 29.380 | Glenn MacNeill, P.Eng. | (A Top Pick Nov 10/08. Down 2.26%.) Gas with large amounts of money spread over a large geographical area. 5.8% dividend. Not keen on gas at this time. Good growth record. | 2009-12-07 | |
| BUY | 29.380 | Bruce Campbell | Encana split into 2 separate companies Encana (ECA-T) and Cenovus (CVE-T). If you combined the 2 prices, this would be as cheap as they have been in quite a while. This one is the gassy side but this is the premier company and it will have growth despite the price of gas. | 2009-12-07 | |
| TOP PICK | 29.250 | Robert Lauzon | Recently split into oil and natural gas companies. He likes natural gas and thinks it could average $7 next year. | 2009-12-04 | |
| HOLD | 56.570 | Andrew Cook | Splitting their oil and gas assets into 2 separate companies. If you own, continue to hold as the split will allow each section to be properly valued and give a higher value. Could also be takeout targets. | 2009-11-30 | |
| DON'T BUY | 56.570 | John Zechner | Spun off their oil into Cenovus (CVE-T) and both are trading around similar values. Cenovus Looks like a lower growth oil company with a little bit too much on the downstream business. Prefers others. Sold his holdings. | 2009-11-30 | |
| BUY | 56.730 | Michael Sprung | Splitting their natural gas and oil assets into 2 separate companies on Dec 7/09. Expect this will be a good thing for investors. | 2009-11-27 | |
| Comment | 57.360 | David Burrows | Will be splitting Dec between oil and gas. Crude will be under Cenovus (CVE-T). He doesn't like gas. Thinks there may be some arbitrage taking place. He would wait to see how it unfolds. | 2009-11-25 | |
| HOLD | 55.950 | Paul Gardner, CFA | A Premier Canadian company. Does not like the idea of splitting their assets. He likes the fact that they have oil and gas. He is going to keep both pieces. You want to own this company for 10 or 20 years. | 2009-11-24 | |
| TOP PICK | 56.670 | Douglas Kee | Splitting between oil and gas. Gas will be highly leveraged with great assets in the US with growth in production from shale gas. Oil side will have some gas (will probably be sold), oil sands exposure and partnership with ConocoPhillips (COP-N) on oil sands and US refineries. | 2009-11-19 | |
| PAST TOP PICK | 57.850 | Dennis Da Silva | (A Top Pick Oct 21/08. Up 11.27%.) | 2009-11-18 | |
| HOLD | 57.850 | Laura Lau | (Market Call Minute.) Will be splitting up Dec 7. Cenovus (CVE-T) has been a disappointment because of top line production declines. | 2009-11-18 | |
| PAST TOP PICK | 58.410 | Paul Thornton | (A Top Pick Aug 8/08. Down 15%.) Natural gas is not a place to be. This has held up better than most, as it is one of the best in the world. Prefers the oil sector. | 2009-11-13 | |
| WAIT | 59.250 | Rick Stuchberry | Fundamentally a pretty good company but they will be doing this split at the end of this month and he is going to wait, have a look and see what happens. There is too much natural gas in the short term. | 2009-11-12 | |
| PAST TOP PICK | 61.500 | Bill Harris, CFA | (Top Pick Nov 24, 2008, Up 21%) Still likes it post-split, but preferred it as one company. | 2009-11-10 | |
| BUY | 62.770 | John Stephenson | Will be splitting Dec between oil and gas. Crude will be under Cenovus (CVE-T), which he thinks is fully valued at around $26-$27 but likes their gas because they did an incredible job of hedging and have locked in profits. | 2009-11-09 | |
| PAST TOP PICK | 61.120 | Glenn MacNeill, P.Eng. | (A Top Pick Nov 10/08. Up 6.8 %.) Split into 2 parts, Encana for gas and Cenovus (CVE-T) for oil, which he likes. | 2009-11-06 | |
| BUY | 60.510 | Paul Harris, CFA | Splits at the end of the month. Thinks it’s a great company and will own both companies when it splits. | 2009-11-03 | |
| Comment | 60.170 | Craig MacAdam | Currently in the process of splitting the company in 2. By the end of this month there will be Encana, which will be natural gas as well as Sunovas, their oil play. This will be an advantage to present owners. Target price would be $70-$75 of which 47% will be from Sunovas, the oil sands business. | 2009-11-02 | |
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| WAIT | 60.000 | David Cockfield | (Market Call Minute.) Wait until after the company splits. | 2009-10-30 | |
| BUY | 59.740 | Andrew Cook | (Market Call Minute.) Going to split their oil and gas portions, which will be very positive for the stock. | 2009-10-28 | |
| PAST TOP PICK | 63.100 | Gavin Graham | (Top Pick Nov 3/08, Up 14.58%) | 2009-10-23 | |
| WEAK BUY | 64.390 | John Zechner | Likes it, but not his favorite. Not bullish on Nat Gas. He is bullish on oil. The split will be completed soon. | 2009-10-20 | |
| BUY | 64.340 | David Burrows | Likes it and likes this space. They have this wonderful land position that will benefit from Nat Gas strength. | 2009-10-19 | |
| PAST TOP PICK | 64.580 | Christine Poole | (A Top Pick Aug 26/09. Up 13.5%.) Splitting their oil into Cenovus and will continue holding their gas properties. Likes this move. Sunovas could be an attractive acquisition target. Hedged a lot of this year’s gas at $9 and next years at about $6. | 2009-10-15 | |
| TOP PICK | 63.820 | Laura Lau | Bullish on gas. Also when the company splits into Sunovas (oil sands portion) and Encana (Gas portion), there will be more value created. Sunovas will be worth about $35 and Encana about $42. Sunovas could be a takeover target. | 2009-10-13 | |
| TOP PICK | 59.610 | Jim Huang | (A Top Pick Nov 5/08. Up 2.25%.) Additional value can be created after the split. As stand-alone companies they are more likely to be takeover candidates, especially the oil side. | 2009-10-02 | |
| HOLD | 60.100 | Peter Brieger | Rumours are that when it splits into the 2 different pieces, that one of them could be acquired. When this happens he will hold both pieces. Likes the oil sands and the oil business generally. Also thinks natural gas is about to take off. | 2009-10-01 | |
| Comment | 62.000 | Laura Lau | Splitting into 2 companies, oil sands and natural gas. Likes the differentiation of assets. Speculation that their partner, ConocoPhillips (COP-N) will want to take the oil company out. | 2009-09-30 | |
| Comment | 61.570 | Andrew McCreath | Splitting between their oil and gas assets. Feels they are hoping for higher valuations for each part by having pure plays. Both of those individual companies become takeover targets. | 2009-09-28 | |
| TOP PICK | 61.570 | John Stephenson | Will trade higher because it will give clarity between the 2 asset bases. Has done everything right. Have land holdings in all the hot plays. They had just smartly and are up over $1.6 billion in cash flow this year. After the split he would be inclined to keep the gas. | 2009-09-28 | |
| SELL | 62.300 | David Baskin | (Market Call Minute.) They're concerned about oversupply of natural gas. | 2009-09-23 | |
| TOP PICK | 62.400 | Jennifer Stevenson | Still likes it. Likes it as a single entity that will split. $80 oil this time next year; $5-6 for Gas. | 2009-09-22 | |
| PAST TOP PICK | 62.400 | Jennifer Stevenson | (Top Pick Sept 5/08, Down 9.6%) Happy about the split. No one pays any attention to their properties. You have more upside than you see in their stock price. | 2009-09-22 | |
| PAST TOP PICK | 61.390 | Glenn MacNeill, P.Eng. | (A Top Pick Sept 2/08. Down 14.94%.) Splitting between their oil and gas operations, which will give some clarity. Doesn't create a lot of value. Great hedging program. | 2009-09-18 | |
| Comment | 63.390 | Steve Carlin | Spinning of the integrated assets and keeping the pure play natural gas. Very intrigued by this. If you own, when they split off you should keep both companies. Good long-term hold. | 2009-09-16 | |
| Comment | 63.620 | Robert McWhirter | Will be splitting between oil and gas, which will be a good thing. If you think natural gas will recover in a year, it could be a good point to enter as a speculation. Near-term earnings are not there. | 2009-09-15 | |
| DON'T BUY | 63.620 | Bruce Campbell | Re-announced splitting into oil and gas, causing a blip. Unlikely to go much higher in the next couple of months. Would keep both after the split if holding before. | 2009-09-15 | |
| HOLD | 63.450 | Joanne A. Hruska, CFA | Announced they are going to split into 2 companies, one for gas and one for oil. Thinks it will be $20US for the oil company and $45 for the gas. If you own, keep both divisions as there is a chance that the oil division may end up becoming more of a takeover target. | 2009-09-14 | |
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| HOLD | 59.340 | Peter Brieger | Have just announced they will be splitting their oil and natural gas assets with oil being Cenovus Energy Inc. effective Nov 30.09. For more conservative senior players it is probably a Buy at this price. | 2009-09-10 |
