| SELL | 10.990 | Robert Lauzon | Ketch Resources (KER.UN-T) and Advantage Energy (AVN.UN-T) are merging. By doing this, Advantage may not have to cut their distributions. | 2006-06-02 | |
| SELL | 10.800 | Ravi Sood | Advantage Energy (AVN.UN-T) and Ketch Resources (KER.UN-T) are emerging. Wouldn't own the merged company. He was short Advantage and longer Ketch. | 2006-05-26 | |
| DON'T BUY | 11.250 | Robert Lauzon | Missed a lot of their production numbers so he sold his holdings. A gassy name. Thinks it will be taken over in the next year but don't expect too much of a premium on this. | 2006-03-24 | |
| VAGUE | 10.860 | Sandy McIntyre | Ketch Resources has been an outperform compared to other gas trusts. Other gas trusts have imploded over the past month and a half. "This one looks like its ship is turning". | 2006-03-05 | |
| HOLD | 11.420 | Ravi Sood | Has been surprisingly disappointing in terms of the performance. Excellent management team with a spectacular track record. The ultimate fate of this company is probably is to get bought out. That will give you a premium from where it is today, but not a huge one. | 2006-02-10 | |
| WEAK BUY | 10.750 | Glenn MacNeill, P.Eng. | Has stabilized. Doing OK, but not expecting great things out of it. | 2005-11-30 | |
| DON'T BUY | 10.800 | Kevin Hall BComm, CFA | Feels the valuations in the oil/gas royalty trusts are very reasonable. If oil/gas prices drop further, they will be even better value. This one is a natural gas focused trust. Has shorter reserve life index, so would prefer others. | 2005-10-28 | |
| DON'T BUY | 12.920 | Dean Orrico | Have been disappointing. There has been some change in top managaement. | 2005-09-30 | |
| WEAK BUY | 12.990 | Glenn MacNeill, P.Eng. | Somewhat undervalued. Had a bit of a rough ride. Changed management. Has not performed as well as some of the others out there and hopefully new management will tell the story. | 2005-09-02 | |
| HOLD | 11.980 | Glenn MacNeill, P.Eng. | Has performed very mediocretly compared to others. Good assests. Recently made a number of changes in management which should be good. Should be able to grow this a little better than what they have done in the past. | 2005-08-15 | |
| PAST TOP PICK | 12.000 | Dean Orrico | (A Top Pick Apr 22/05. Down 6.5%.) Still likes and thinks they are going to get through this. | 2005-07-29 | |
| WEAK BUY | 11.250 | Glenn MacNeill, P.Eng. | When it came out, the guidance that the company gave was clearly way too high. They were unable to meet that guidance so the market punished the stock and put it into the penalty box. There's some good assets there.The management team has some good capabilities. | 2005-07-08 | |
| PAST TOP PICK | 11.580 | Robert Lauzon | (A Top Pick Apr 8/05. Down 12%.) Did an acquisition which was good for the reserve life, but spent at the high end of normal acquisitions. Q1 numbers were off their guidance. Still sees some substantial growth in the company. Good price. | 2005-06-17 | |
| BUY | 12.290 | Robert Lyon | A much better buy at these levels. Had created a lot of excitement when it came out on the market place. | 2005-05-04 | |
| BUY | 12.350 | Glenn MacNeill, P.Eng. | Has a reasonably good slate of properties. Very well managed. | 2005-04-29 | |
| TOP PICK | 12.940 | Dean Orrico | (A Top Pick Apr 1/05. Down 2.5%.) Gas weighted. Payout ratio of about 70%. Trading at a decent discount to its peers. Trading at a price to cash flow of 4.5 X's compared to the average of 5.5 X's. Good price. | 2005-04-22 | |
| BUY | 13.000 | Robert Lauzon | Very gas weighted. He's constructive on gas prices. Canadian gas supply has now peaked. IGood for an RRSP account for capital gains. | 2005-04-08 | |
| TOP PICK | 13.000 | Robert Lauzon | Trades at about a 12% yield and is about 75% gas weighted. Reserve life is a little lower than they would normally invest in, but they have a slew of properties that they are going to be drilling so they'll be growing internally which is a cheaper way to grow. | 2005-04-08 | |
| HOLD | 12.970 | Brian Prokop | Initially were a little shy of a production level, but brought out about 1,000 BOE's a dayof production that was behind pipe. That made them very solid for the rest of the year. Payout ratio is probably in the range of 60/65% which is excellent. | 2005-04-05 | |
| TOP PICK | 13.200 | Dean Orrico | Good quality management team. Trades at a discount to its gas weighted peers partly due to a shorter reserve life (7.5 years), but sees a very attractive development growing program over the next 1/2 years. | 2005-04-01 | |
| BUY | 15.240 | Sandy McIntyre | Sustainable model. Shorter life asset base. | 2005-03-04 | |
| SELL | 13.990 | David Cockfield | A trust spinoff, along with explorecos Bear Ridge and Kereco from Ketch Resources. Was interested in the parts, but everyone charged into this and they are all trading at surprising premiums. Wait for the dust to settle. If you own, take some profits. | 2005-01-21 | |
Experts that have talked about Ketch Resources Trust
Rss Top Picks Feed
