| BUY on WEAKNESS | 7.000 | Glenn MacNeill, P.Eng. | About 65% natural gas. This is one to buy for the long-term. Good track record. Recently acquired Cyries Energy. Good management team. | 2008-07-18 | |
| TOP PICK | 8.850 | David Cockfield | 21,000 barrels a day. Good management. 650,000 undeveloped acres and 164 sections in the Montne. | 2008-06-20 | |
| BUY on WEAKNESS | 7.600 | Andrew Cook | Natural gas producer in Western Canada. Could be a pullback in energy, which would make a good buying opportunity. Have some great volume growth ahead of them. Valuation is quite reasonable. | 2008-05-29 | |
| BUY on WEAKNESS | 7.520 | Glenn MacNeill, P.Eng. | A lot of the high profile intermediates have gone up a great deal. Would hold off on buying them now. A great performer with about 65% natural gas. Recently merged with Cyries Energy, which was a very good deal for them. Excellent management team. Represents good value. | 2008-05-16 | |
| BUY | 7.550 | Jonathan Baird | An attractive company. More gas oriented. Well run. Over a 2 - 3 year time horizon it will do quite well. | 2008-05-14 | |
| STRONG BUY | 7.750 | Jennifer Stevenson | A great story that the market doesn't appreciate yet. Valuation is extremely compelling. Less than 4X cash flow multiple. Producing over 20,000 BOEs a day. | 2008-05-13 | |
| TOP PICK | 6.940 | David Cockfield | Acquired Cyries Energy and a lot of these people have come across. Stock has had a good bounce recently. 650 net acres of undeveloped land. | 2008-04-24 | |
| PARTIAL BUY | 6.790 | Joanne A. Hruska, CFA | Very gas weighted. With their purchase of Cyries Energy, they have bolted from being a junior to intermediate ranks. Excellent assets. Had a big jump, so you need to pick your points to get in. If it dropped to $6 or below, then you could back up the truck. | 2008-04-14 | |
| DON'T BUY | 5.740 | John Stephenson | Very gas weighted. Acquiring Cyries Energy (CYS-T). Have taken on a little bit of debt to finance it. Wait until the end of the summer or early fall and buy it in anticipation of a colder winter. | 2008-02-08 | |
| TOP PICK | 5.690 | Alex Lane | Natural gas. There is a major draw down on Canadian inventory supplies by the US because LNG imports from Europe have dropped off. Natural gas prices look like they are having an upward tendency. Even if they don't, this company should do well. | 2008-02-06 | |
| BUY | 5.930 | Glenn MacNeill, P.Eng. | Very good management team. Have done very well. Growing production very quickly. Reasonably valued. | 2007-05-09 | |
| BUY | 4.000 | John Stephenson | Very clean balance sheet. Just made an acquisition. | 2006-07-10 | |
| BUY | 4.700 | Wilf Gobert | A reverse takeover of Hawker resources. A problem is that its single largest property is jointly held with the retirement savings of Ontario Municipal Employees and they want a “go slow” approach. Good management. You can own, but be patient. He was a financing agent for them in the past 12 months, but doesn't own. | 2006-03-20 | |
| BUY | 6.050 | John Stephenson | Producing about 2600 barrels equivalent a day. Fairly inexpensive. Trades at about 4.2 X enterprise value, compared to its conventional peer group of about 4.8. | 2006-01-25 | |
| WATCH | 5.830 | Glenn MacNeill, P.Eng. | Management appears very good and have a good track record. Assets were so-so, so the new management has to do some major restructuring. | 2005-09-02 | |
Experts that have talked about Iteration Energy
