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| PAST TOP PICK | 36.640 | Mike S. Newton, CIM FCSI | (A Top Pick Jan 31/11. Down 17.03%.) Got stopped out at $46.50 for a gain of 17%. | 2012-02-01 | |
| Comment | 36.780 | David Baskin | The oil service companies that are in the gas sector (fracking) are very busy but the question is, for how long. Producers are already shutting in wells. The ability of this company to continue to grow at double-digits is questionable. | 2012-01-31 | |
| TOP PICK | 35.380 | Gordon Reid | Is in the drilling boom because of shale technology. Do a lot of cementing and completion work. Are overridden with work because of boom in drilling. Lots of land leases have a use-it-or-lose it policy. Bit of an overhang from the gulf problem but feels that will resolve. | 2012-01-11 | |
| PAST TOP PICK | 33.800 | John Stephenson | (A Top Pick Nov 26/10. Down 6.98%.)Sold his holdings at a profit. | 2011-12-23 | |
| PAST TOP PICK | 38.910 | John Stephenson | (A Top Pick Nov 26/10. Up 6.28%.) | 2011-11-15 | |
| PAST TOP PICK | 32.470 | John Stephenson | (Top Pick Sep 21/10, Up 4.67%) Likes it and it is a great time to come back into it. Would wait to get back in. When the cycle turns this is one of the first you want to go back into | 2011-09-28 | |
| PAST TOP PICK | 44.370 | Gordon Reid | (Top Pick Sep 14/10, Up 43.93) Great company in the oil services business. | 2011-08-31 | |
| DON'T BUY | 48.690 | David Burrows | Extremely well managed business, which dominates market position. Oil service group has had a difficult time. This one did fairly well. Focused on liquids-rich gas and oil, which are the two parts of the market that have done better. Risk to oil price. | 2011-06-28 | |
| DON'T BUY | 48.980 | Brian Acker, CA | Model $49.52, same as value. Thinks it is a $57 stock next year. His preference is to look for value elsewhere. | 2011-06-09 | |
| Comment | 46.960 | David Burrows | Oil services. Been very strong executionally. Technically held in better than the group which is a positive. But he has seen deteriorating breadth in the sector over the last 6 weeks as money has been rotating out. Issues with this company in the short run 1) potential litigation risks over Gulf oil spill 2) exposure in Saudi and South Africa. On the other hand has lots of good exposure in Brazil. If you want to be in this sector, this is a company you could own. | 2011-05-18 | |
| TOP PICK | 49.680 | John Stephenson | You want to be in the service names. We are going to have a scramble for oil at some point. The Saudi myth will come to light about oil reserves. It will argue for more unconventional and more international oil sources. | 2011-04-20 | |
| DON'T BUY | 46.390 | Brian Acker, CA | $46.90 model price. He is finding a lot of value elsewhere. | 2011-03-23 | |
| BUY | 42.940 | Gordon Reid | Would prefer a service provider that is in both oil and gas. Would benefit from Japan situation. | 2011-03-16 | |
| DON'T BUY | 44.010 | Don Reed | No big yield – it is getting expensive. A well positioned company bit getting a but expensive. | 2011-03-15 | |
| DON'T BUY | 45.060 | Brendan Caldwell | Relative to the big energy producers, these have not had to the same extent. There are some concerns about the middle east. He prefers Canadian oil service companies. | 2011-03-14 | |
| WEAK BUY | 45.060 | Peter Brieger | Likes it. It is a leader in the field. He has followed it for years. IF you look at other major service companies, the Canadian ones are always cheaper and so he stays home. | 2011-03-14 | |
| TOP PICK | 46.840 | John Stephenson | If Saudi Arabia is struggling to find oil, there goes our cushion as a world. This will be great for a service company like this one. | 2011-03-04 | |
| Comment | 46.610 | Gordon Reid | Transocean (RIG-N), Halliburton (HAL-N) or BP (PB-N)? Even though Transocean has recovered well in share price after the BP spill, thinks there is more opportunity for recovery with this one. | 2011-02-02 | |
| TOP PICK | 45.000 | Mike S. Newton, CIM FCSI | There have been a lot of strong earnings out of oil. Has the Iraq, US VP old monkey on its back. In the black in the Iraqi involvement now. Global spending on drilling activity is picking up. Very good margins. Undervalued versus its peers and its sector. Will be exporting a lot of their work internationally. | 2011-01-31 | |
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| TOP PICK | 39.990 | John Stephenson | Could potentially double over the course of the next 12-16 months. World is going towards more complex reservoirs such as off shore where 10% is now coming and could grow to 40% over the next 20-40 years. A global leader. | 2011-01-17 | |
| TOP PICK | 36.560 | John Stephenson | Great short, medium and long-term prospects. Energy companies are struggling to find and replace reserves. Technology is in the hands of service companies. Companies like this have tremendous torque to off shore drilling, more land development in NA and national operations. | 2010-11-26 | |
| TOP PICK | 31.830 | John Stephenson | One of the parties involved in the Gulf spill. Have one of the best US land operations anywhere and they are gaining share. Very sophisticated operations. Just had a blowout quarter with $.52 in earnings versus $.32 that was expected. Looking for 30%-35% upside. | 2010-09-21 | |
| TOP PICK | 31.380 | Gordon Reid | Oil/gas services. This business bottomed with the 08-09 economic malaise. Now earning about $2.10 a share. Should do well with the energy cycle. | 2010-09-14 | |
| STRONG BUY | 24.830 | John Stephenson | All of these types of stocks have gotten trashed lately, particularly with the spill/leak in the Gulf. A global player that does very sophisticated things. There will be a positive snap back in all of these stocks. | 2010-05-28 | |
| HOLD | 32.520 | Peter Brieger | Going forward, the world is going to need more oil/gas and this is one of the key players. | 2010-04-15 | |
| PAST TOP PICK | 15.770 | Gordon Reid | (A Top Pick March 12/08. Down 58.4%.) | 2009-03-11 | |
| BUY | 45.090 | Don Lato | In the oil sector on the US side he is primarily focused on the drillers and his favourite stocks are Halliburton (HAL-N) and Transocean (RIG-N). | 2008-08-13 | |
| BUY | 42.160 | Don Lato | Very positive on this one. Has great potential because it has long-term contracts. | 2008-04-09 | |
| TOP PICK | 37.920 | Gordon Reid | Oil services. Just recently spun off the unit that was involved in the Iraqi construction area. More and more of the budgets of large integrated oil companies are going to exploration and this company gets its share. Trades at very reasonable multiples, 13X this year's earnings and 11X next year’s. | 2008-03-12 | |
| Comment | 36.160 | Don Reed | Oil services is a good place to be, primarily because there are shortages of oil. | 2008-02-22 | |
| DON'T BUY | 36.200 | David Baskin | Feels it will be the subject at some point of congressional investigation in the US based on the amount of money it's made in Iraqi during the Bush administration. | 2007-06-19 | |
| DON'T BUY | 32.600 | David Baskin | Relocating their company to Dubai. The worst kind of example of the US being unable to separate the political from the industrial. Too many uncertainties. Wouldn't touch this one with a barge pole. | 2007-04-09 | |
| DON'T BUY | 31.340 | Charles Lannon | His fear with oil is that there are all sorts of warning signs. This one is a bit rich. Suggests you look at Technip (TKP-N), a French engineering firm. | 2007-03-01 | |
| BUY | 30.270 | John Stephenson | A good name. Has some overhang from Iraq and contracting scandal, but it is a premier name in the oil field services industry. One of the few that can support the global majors. | 2007-02-21 | |
| BUY | 29.000 | John Stephenson | Service company that not only provides drilling, but also down hole services. Global company and diversified. 13 X forward earnings, so undervalued. | 2007-01-05 | |
| BUY | 29.480 | John Zechner | On valuation and growth potential, US oil/gas are looking better than Canadian. The near-term risk is the cutbacks in capital spending. You will get some good tradeable bounces. | 2006-10-16 | |
| BUY | 33.730 | Bill Harris, CFA | With the high price of oil, companies are flush with cash and they are spending it. The extra money is going to the service companies. This company is in great shape for that. | 2006-08-01 | |
| BUY | 78.150 | David Burrows | Thinks this one is going higher. Likes energy services. This group has pricing power right now. | 2006-04-28 | |
| BUY | 78.400 | John Zechner | More expensive than the Canadian drillers, but think the drillers will continue to do well. | 2006-04-26 | |
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| BUY | 42.200 | Michael Smedley | A very good general oil services operating globally. There's a desperate need for these companies to be hired by the oil/gas producers. Still optimistic on oil/gas. | 2005-01-19 | |
| TOP PICK | 30.120 | Barbara Marcin | 2004-09-03 | ||
| TOP PICK | 73.770 | C. Kim Goodwin | Has corrected because investors are concerned about auto production, but they have great diversification. Into high end entertainment systems. 15% revenue grower. 25% earnings grower. | 2004-05-21 | |
| WEAK BUY | 22.500 | Gavin Graham | Had some accounting concerns.PE is 26 times.Helping to rebuild Iraq.A controversial stock. | 2003-08-06 | |
| DON'T BUY | 12.540 | Brian Acker, CA | Too volatile and too many problems. | 2002-07-25 | |
| DON'T BUY | 17.020 | Brendan Kyne | Not a fan of oil at this time. | 2002-04-02 | |
| DON'T BUY | 16.070 | Gavin Graham | Asbestos problems, so speculative. | 2002-03-14 | |
| DON'T BUY | 17.380 | John McColl | Too many legal problems on asbestos. On the oil side, would prefer Precision Drilling. | 2002-03-07 | |
| DON'T BUY | 10.250 | Ray Steele | Not bullish on the oils now. | 2002-01-16 | |
| BUY | 10.250 | Ray Steele | Wait for energy sector to recover. Prices are low, but there will be a wait. | 2002-01-16 | |
| DON'T BUY | 10.990 | Jeff Morrison | Too dangerous because of asbestos law suit. | 2002-01-08 | |
| DON'T BUY | 13.190 | Brian Acker, CA | Could go down furher. A lot of law suits. | 2001-12-28 | |
| DON'T BUY | 14.000 | David Burrows | Oil service group is having trouble because of the volatility in oil prices. | 2001-12-10 | |
| DON'T BUY | 12.000 | Steven Wippersteg | Down because of lower oil prices. | 2001-12-07 | |
| BUY | 21.300 | David Baskin | Reasonably priced. Also likes Precision Drilling. A good sector to be in. | 2001-11-20 | |
| BUY | 36.400 | Jeff Morrison | Likes the energy/service sector. Prefers over Slumberger | 2001-04-10 |
