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| Comment | 2.100 | Irwin Michael, B.Com, MBA | Likes this company a lot. Management walks the talk. Very cheap and is trading below tangible book. Recently acquired Technicoil. Trading under 10X earnings. Likes the sector. Wouldn't be surprised to see this being a takeover candidate sometime over the next 12 to 18 months. | 2012-01-13 | |
| PAST TOP PICK | 1.910 | Norman Levine | (A Top Pick Dec 29/10. Down 9.9%.) Still likes very much. Switched from being gas oriented and also expanded geographically. Have also set up operations in Colombia. Good management. | 2011-12-14 | |
| BUY | 1.840 | Norman Levine | Oil and Gas services company. Used to be just gas but switched to oil as well. Moved some of their rigs and people down to Columbia. Well run company with great balance sheet, hardly any debt. Acquisition is integrating well. Buy for the long term, is worth the high $2’s | 2011-11-29 | |
| PAST TOP PICK | 1.710 | Norman Levine | 2011-10-24 | ||
| PAST TOP PICK | 1.780 | Joanne A. Hruska, CFA | (Top Pick September 13/10, Up 37.98%) | 2011-09-12 | |
| HOLD | 1.780 | Irwin Michael, B.Com, MBA | Trading well below book. Good management. Likes the company. | 2011-09-09 | |
| BUY | 1.720 | Norman Levine | An oil services company, which has branched out from Canada into Colombia. Likes their diversification. Well-capitalized and earnings are coming through as he expected. | 2011-08-26 | |
| BUY | 2.200 | Irwin Michael, B.Com, MBA | Services to oil/gas companies. Likes the management. Trading below book value. Very disciplined and no debt. Expect they will do relatively well as long as oil hangs in where it is and does better. | 2011-07-08 | |
| TOP PICK | 2.090 | Norman Levine | Oil service company in Western Canada, which has recently moved some of their rigs down to Colombia. Utilization is up quite a bit. Recently made an acquisition to strengthen their position. Good balance sheet and good management. Buying now takes advantage of seasonality. | 2011-06-29 | |
| PAST TOP PICK | 2.090 | Norman Levine | (A Top Pick July 09/10. Up 72.81%.) Still has lots of upside. | 2011-06-29 | |
| BUY | 2.120 | Irwin Michael, B.Com, MBA | Services for the oil industry. Have a takeover merger opportunity, which will help. Good balance sheet. BV around $2.28. | 2011-04-27 | |
| BUY on WEAKNESS | 1.910 | James Hodgins | Nuts and bolts energy services for the oil industry. Great company. Strong management and have been executing well. Would step in at the $1.50 range. | 2011-04-21 | |
| WAIT | 2.150 | Norman Levine | Likes the company. Branching out into Colombia and moved a number of its service vehicles down. Just announced a merger with Technicoil Corp and will be the surviving company and operator. This will be accretive to their earnings. You are in a period now where you have arbitrage and people that owned Technicoil will be selling and the stock will go nowhere for a little while. This is also the shoulder season when drilling tapers off. | 2011-04-06 | |
| TOP PICK | 2.120 | Norman Levine | Energy Services that has gone from being 80% gas oriented to 80% oil. Expanded from being just Alberta to BC and Sask as well. Just set up an operation in Colombia, where there is big demand and a lack of equipment. Clean balance sheet and no debt. | 2010-12-29 | |
| Comment | 1.920 | Jason Donville | Not a bad company but not his preferred name. Likes companies that are doing directional drilling and doing the highest level of technology. | 2010-12-06 | |
| TOP PICK | 1.690 | Norman Levine | Oil/gas services company. Clean balance sheet. Has been making and will continue to make small acquisitions. Focuses about 80% oil. Beginning operations in Colombia, which is a good market for oil exploration. | 2010-10-06 | |
| TOP PICK | 1.420 | Joanne A. Hruska, CFA | Believes there is a lot of opportunity in the mid-cap oil services side. A lot of them are increasing their revenue year-over-year. Q2 revenues were almost double Q2 2009 revenues. No debt. Stock is not started to move yet. | 2010-09-13 | |
| BUY | 1.230 | Norman Levine | It used to be just oil and now it is oil and gas. It used to be just Alberta and now it is Saskatchewan and BC. Severely undervalued. No debt. The market isn’t rewarding it yet. | 2010-09-07 | |
| TOP PICK | 1.140 | Norman Levine | Natural gas service company, based in Alberta. Natural gas price has come back some and they are reducing the royalties next year so it should start seeing the benefit of increased drilling over the next year. No debt. Talking about expanding into Colombia with some of their customers. | 2010-07-09 | |
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| BUY | 1.290 | Norman Levine | Alberta-based oil and gas services company. It’s a trust on the way to become a corporation. Eliminated its dividend. They will be a logical buyer when assets become available. Double in the next year or so. | 2010-03-09 | |
| BUY | 1.190 | Norman Levine | Oil service company. Excellent balance sheet. Long-term, a great company. Near-term, earnings are not going to be what they wear because of reduced drilling. At some point it could reduce or eliminate its payout. They would then use the cash flow to make good acquisitions at bargain prices. | 2009-01-27 | |
| TOP PICK | 0.940 | Norman Levine | Oil/gas service Company in Western Canada. Selling for less than half of book value. Quite profitable. Clean balance sheet. Wouldn't be surprised if the company cut or eliminated its distribution to make acquisitions of the competition. | 2008-12-30 | |
| TOP PICK | 1.830 | Norman Levine | This was a merger of Essential Energy and Builders Energy. On July 2 they sold their transport division, which allowed them to pay down all of their debt. Specialize in well completions but do not do the drilling. Stock sells for way below book value. Earnings are going up. Cut back their payout so distributions will be sustainable when they are not a trust. Yields about 10%. | 2008-09-24 | |
| Comment | 1.560 | Michael Simpson, CFA | Collection of different energy service companies. Sold their trucking division this summer. Rest of their assets includes some drilling rigs and rental equipment. Prefers other names in this sector such as Cathedral Energy Services (CET.UN-T). | 2008-09-19 | |
| DON'T BUY | 2.290 | Michael Simpson, CFA | Because of their balance sheet, they were forced to sell their trucking division so they are now a much smaller oil/gas service company. Would prefer something like Cathedral Energy Services (CET.UN-T). | 2008-08-13 | |
| DON'T BUY | 2.880 | Ben Cheng | Not a fan of oil/gas services today. Have now moved to and on-cash distribution, but at the end of the day there is still a tremendous amount of pressure. Cost of capital is quite high and with low gas prices, there are still not robust enough cost structures for gas producers. Could be a potential distribution cut. | 2008-01-21 | |
| BUY | 5.160 | Bruce Campbell | This is an “after drilling” services. Convinced the distribution is going to be maintained. Distribution is $1 and they are only paying 65% of EBITDA. A bit of an orphan. | 2007-02-05 | |
| HOLD | 5.060 | Bruce Campbell | Was spun out of Avenir (AVF.UN-T). Operationally fine, pays $1 dividend and is being tax loss sold. Basically an orphan. No analysts cover it. 20% yield. Will probably have a bump after tax loss selling (Dec 22/06). Thinks it will be a takeover. | 2006-12-21 | |
| TOP PICK | 7.760 | Jason Zandberg | Provide truck and rig based services to the oil/gas industry. Not dependent on new drilling activity. Well diversified geographically in western Canada. Trading at about 12.5% yield. Can see this at above average growth relative to their peers. | 2006-09-07 | |
| BUY | 8.370 | Bruce Campbell | Almost 12% yield. Sees them making further acquisitions. Very good value. | 2006-08-25 |
