STOCKCHASE

(Top Pick Feb 16/11, Down 46.94%)

2012-01-11

PAST TOP PICK

2.890

Dennis Da Silva

(A Top Pick Oct 14/10. Down 27.87%.) Continuing to add to his holdings. Have no respect, even though they have been moving the needle every quarter.

2011-12-15

BUY

3.440

Benj Gallander

In their vice president’s portfolio where they still think it is a buy. At some point it could have a run. There have been corporate issues for some time. They seem to be moving in the right direction now. The price of Nat. Gas has not been a help.

2011-12-06

PAST TOP PICK

2.710

(A Top Pick Feb 16/11. Down 46.94%.) Sold his holdings before the big drop.

2011-10-07

PAST TOP PICK

3.570

(Top Pick Sep 13/10, Down 18.65%) At one point it was up 20%. They produced some really nice results this morning, but the market just doesn’t care right now. Not for the weak at heart.

2011-09-12

PAST TOP PICK

3.880

(A Top Pick Feb 16/11. Down 22.32%.) Wet spring so breakup was extended so they missed on their Q2 numbers. Sold his holdings because he saw better opportunities elsewhere.

2011-08-16

PAST TOP PICK

4.670

(A Top Pick Feb 16/11. Down 9.92%.)

2011-06-03

PAST TOP PICK

4.610

(A Top Pick Sept 13/10. Up 3.37%.) 75%-80% gas. Looking for $7 on it. Good acquisition candidate.

2011-05-09

BUY

5.450

Benj Gallander

Just sold some of their projects for $125 million so they can pay down a lot of debt. He likes companies with clean balance sheets. This could do well from here.

2011-04-01

BUY on WEAKNESS

4.710

Ben Stadelmann

It was not a very successful trust. Now it is a corp. and is acting more like a junior oil and gas. It is far more successful now. He thought Nat Gas prices would creep up but they didn’t as much as he expected.

2011-03-16

PAST TOP PICK

5.480

(A Top Pick Jan 13/10. Up 0.18%.) Starting to pick up some steam in the last couple of weeks with some news that it had. Still a Buy.

2011-02-25

TOP PICK

5.240

Intermediate oil/natural gas liquids player in the Peace River/Arch area in Alberta. Missed street expectations in the past but is now starting to focus on higher returns natural gas plays. Looking for significant upside. Very cheap.

2011-02-16

BUY

4.270

Eric Nuttall

Somewhat leveraged way to play natural gas. Could rally in the next couple of months – you could trade it.

2010-12-14

TOP PICK

4.090

Dennis Da Silva

Natural gas producer that is in the penalty box. About 15,000 BOE's a day. Represents very good upside from a valuation point of view. Calling for gas at $7 which would make this a double. Possible take-out.

2010-10-14

TOP PICK

4.450

Best risk/reward potential in the mid-cap gas universe. Cheap at $40,000 per flowing barrel. If they can garner their multiples and grow production, the stock could be $7.

2010-09-13

BUY

4.250

Mason Granger

Looking at this one closely. Was a trust and converted to a non-dividend paying E&P company. Has been in the “show me” penalty box for while. If they can hit exit guidance and demonstrate success in the Wilrich (Alberta) play there’ll be a gradual re-rating.

2010-08-31

DON'T BUY

4.110

Dean Orrico

Has been disappointing over time. Management has made promises that they couldn't keep. If you want exposure to natural gas, there are better ways to do it.

2010-04-16

SELL

4.030

Eric Nuttall

Large under performer over the last several years. Struggled to grow production. Nordig (?) play didn't work out and they had to reduce reserves that they had attributed to it. Dead money.

2010-03-24

BUY on WEAKNESS

3.940

Bruce Campbell

At $3.50, it's not bad value but not one of his favourites. Okay for a long-term purchase.

2010-03-15

HOLD

4.460

John Stephenson

Cash flows have been relatively strong. It’s hard to see what the catalyst is for the next leg up. They paid down debt in anticipation of acquisitions that might take place down the road.

2010-03-05

TOP PICK

5.410

Gas weighted. Thinks gas prices are going to be fine over the next year or two. Drilling some of the new horizontal multistage fraq wells in Harlech AB and are seeing some early success. The wells are a little more expensive so you need gas prices to stay up.

2010-01-13

BUY

4.880

Bill Harris, CFA

(Market Call Minute) You need the gas price to move. You have to have patience.

2009-11-10

BUY

4.830

John Stephenson

Gas weighted. Good name and has decent opportunities to turn the register a little. A lot of little catalyst projects that’s doing some infill drilling. In terms of resource base it has one of the biggest opportunities in the juniors.

2009-11-09

HOLD

4.790

(Market Call Minute.) Gas production and he is biased against gas.

2009-11-06

BUY

4.450

Participated in their recent financing. A great part of any natural gas basket.

2009-10-05

DON'T BUY

4.500

David Burrows

Natural gas has been weak and he is staying away from it. Prefers the pure play oil producers that have the capital to build out their plays. Would prefer something like Crescent Point (CPG-T) or the new Petrobakken that is coming out.

2009-09-14

HOLD

3.820

John Stephenson

(Market Call Minute.) Good name but only a Hold.

2009-06-24

DON'T BUY

3.780

Robert McWhirter

Natural gas exposure. In the bottom 2% of his database. Unless there is a dramatic improvement in the prices of natural gas, oil and the earnings by the company it is fully discounting any kind of turnaround.

2009-06-22

TOP PICK

3.810

Andrew Cook

70% exposure to natural gas. Very reasonably priced. Good land package so they don't need to acquire land. Lots of drilling prospects. Could possibly raise some money, which could hold the stock back.

2009-06-17

PAST TOP PICK

4.000

David Burrows

(A Top Pick June 16/08. Down 65.55%.) Got out of all his energies in July/08.

2009-06-15

PAST TOP PICK

4.800

(A Top Pick June 9/08. Down 53.55%.) Mainly natural gas. Small company and higher risks. This is one he would watch. Natural gas will either be stable or bearish.

2009-05-20

PAST TOP PICK

4.040

(Top Pick Apr 14/08 Down 48.87%) Had some early success. They are expensive wells. Likes the future play potential.

2009-04-15

HOLD

3.250

Dennis Da Silva

(Market Call Minute.) On the fence with this one. If anything he would say “Hold but not Buy”.

2009-03-26

BUY

12.070

Have a huge spread of land in Harlech Alberta. Drilling for tight gas sand, similar to the Montney. Just drilled their first well at 13,000,000 ft.³ a day. They have 100 sections of land to follow up. Awesome resource potential. Trading at cheap multiples compared to their peers.

2008-09-12

BUY

13.700

Allan Jacobs

Natural gas. Was trading at 4 or 5 times current cash flow and then they had the very prospective Nordegg resource play and recently had excellent results from the first horizontal well. Stock went up about 20%. This well alone has the prospects of being worth the current stock price. Trading at about 5.5X current cash flow.

2008-08-27

TOP PICK

11.930

David Burrows

About 80% of revenues is from natural gas. Growth oriented. Have probably 500 targets they can drill over the next couple of years. Have a nice diversified portfolio.

2008-06-16

TOP PICK

10.700

80% natural gas. A beneficiary of the increase in sulphur prices. Good management. Undervalued relative to its peers.

2008-06-09

TOP PICK

10.530

Roughly 77% gas. Produces about 13.5 thousand barrels a day. Good management. Has started to sell its sulphur, which has brought in more revenue for them. Has one well that is 15% of its revenue but management is managing that.

2008-05-16

PARTIAL BUY

9.370

Jeff Parent B. Eng. FCSI

$9.77 is its resistance point and $11.15 is the next one. A good time to buy. If it breaks through the 2 levels than you buy additional amounts. Use $7.50 as your downside guide.

2008-05-02

TOP PICK

7.940

Strong management team and a great suite of assets. Using new technology of multistage fracs and horizontal wells that opens up formations and gives much higher production. Going to be a beneficiary of changes in Alberta's royalty review because they are drilling deeper gas wells. Much cheaper than their peer group.

2008-04-14

BUY

10.930