| DON'T BUY | 14.950 | Matt Baillie | Thinks there are better business models out there. | 2004-07-30 | |
| SELL | 19.480 | Peter Brieger | If owned, sell and move into a natural gas oriented trust such as Focus Peyto,Arc Energy,Prime West and Shining Bank. | 2004-07-20 | |
| DON'T BUY | 19.070 | Ben Cheng | Tends to pay out pretty much all of their cash flow which is a little bit worrisome. | 2004-07-15 | |
| DON'T BUY | 18.300 | Blair Wilson | Very efficiently run trust. Oil/natural gas prices will likely decline over next year, so distributions will remain stagnate. Have an underperform recommendation and would not commit money. | 2004-06-15 | |
| WEAK BUY | 17.800 | Leslie Lundquist | Generally well regarded. First-quarter results indicated some unexpectedly high production declines but were offset by lower royalties and lower operating costs. A new issue could be forthcoming. | 2004-05-18 | |
| WAIT | 18.040 | Dean Orrico | Has recently had a distribution decrease. Reserve life of 10/10.5 years. Have had some problems on the East Coast. Just made a big acquisition of Murphy Oil. Wait to see how they manage these new assets. | 2004-05-05 | |
| DON'T BUY | 18.390 | David Cockfield | Has not been a favorite. Was not happy with their purchase of gas reserves off Nova Scotia. Recently had to write down their reserves. | 2004-03-05 | |
| DON'T BUY | 16.200 | Ben Cheng | Had to take major write downs. The managment team pays out almost all of the distributable income. Don't own. | 2004-02-05 | |
| SELL | 16.850 | Peter Brieger | Sell. More oil than natural gas. Had problem with restatement of reserves. | 2004-02-04 | |
| DON'T BUY | 19.560 | John Priestman | Any kind of bad news, such as energy prices, will drop the price very quickly because of the amount of US investment. Nervous about this. | 2004-01-21 | |
| DON'T BUY | 20.850 | Glenn MacNeill, P.Eng. | Because of US interest, their numbers and prices have grown dramatically. Not based on fundamentals, so would take some profits. | 2003-12-18 | |
| DON'T BUY | 19.060 | David Baskin | Q: Why is Pengrowth higher in value than Arc Energy? A: Income trust trade on yield and that's what attracts investors. This company pays out about 100% of its cash flow and Arc pays out about 70%. Prefers Arc Energy. | 2003-11-26 | |
| BUY | 18.270 | John Priestman | Had a very good third quarter. Acquired 8 ½% in the Sable offshore oil fields. Profitability on that production should go up dramatically. | 2003-11-07 | |
| BUY | 18.000 | Glenn MacNeill, P.Eng. | Has good growth potential at these levels. Has some good assets. There may be some small write-downs on their East Coast assets. Production levels haven't been as high as expected. | 2003-11-05 | |
| BUY | 17.130 | Ross Healey | Has been able to regenerate its operational assets. A good model for investors to look to. | 2003-10-09 | |
| DON'T BUY | 17.060 | Peter Brieger | There is a potential of lower oil/gas prices next year. Would prefer a trust that is more focused on natural gas. | 2003-10-08 | |
| BUY | 16.860 | Gavin Graham | A premier oil and gas trust. Good management. | 2003-09-18 | |
| DON'T BUY | 17.520 | Peter Brieger | Estimated earnings distributions are down for next year.Would prefer Peyto Energy income trust. | 2003-08-27 | |
| DON'T BUY | 17.760 | Sandy McIntyre | Expensive. | 2003-08-25 | |
| BUY | 16.630 | John Sinkins, CFA | As long as we continue seeing good oil/gas prices and low interest rates, it should do well. | 2003-07-28 | |
| HOLD | 16.980 | Bill Shaw | Just did an equity issue which impacted the share price. Well managed. Near its fair value. | 2003-07-09 | |
| BUY | 16.920 | Gavin Graham | Pays about 18% cash on cash yield. Has decent prospects. | 2003-06-18 | |
| DON'T BUY | 16.980 | Peter Brieger | One of the best balanced trusts with 45% oil and 45% gas. Not a favourite as they prefer a heavier weighting in gas. | 2003-06-16 | |
| PAST TOP PICK | 16.210 | Rob Callander | (Was a top pick on Sept 18/02. Up 7% plus the 20% disbursement payments coming in.) Still likes. | 2003-06-05 | |
| BUY | 15.600 | Ross Healey | One of the best oil/gas trusts with their long history of replenishing their reserves. Good long term hold. | 2003-05-30 | |
| DON'T BUY | 15.600 | Benj Gallander | A little wary of income trusts at this time. | 2003-05-30 | |
| BUY | 15.500 | Gavin Graham | Will follow oil and gas prices, so can be volatile. Has well diversified properties. | 2003-05-22 | |
| BUY | 14.950 | Bob Boaz | Geat liquidity of shares because of its size. Solid management. There could be some dilution of shares, but it won't be much. | 2003-05-15 | |
| DON'T BUY | 14.470 | Sandy McIntyre | Commodity prices could be declining. Their costs of production are high. Have a couple of issues they have to deal with. | 2003-05-07 | |
| DON'T BUY | 14.410 | Glenn Paradis, BA, CFA | The peaks in commodity prices are past so these trusts will probably trend lower. | 2003-05-01 | |
| WEAK BUY | 14.390 | Peter Brieger | For a conservative account. | 2003-04-23 | |
| BUY | 14.100 | Kevin O'Leary | Loves gassy trusts. | 2003-04-10 | |
| DON'T BUY | 14.100 | Peter Brieger | Well balanced between oil and gas. Prefers others. | 2003-04-10 | |
| BUY | 14.160 | Bruce Campbell | Disappointed last quarter. Good yield and good price. | 2003-04-02 | |
| STRONG BUY | 14.160 | Garth Jestley | Good value now. 20% yield. Long reserve life. | 2003-04-02 | |
| WEAK BUY | 14.240 | Ben Cheng | Problems with processing fees with Imperial Oil on the 20% holdings off Sable Island. | 2003-04-01 | |
| DON'T BUY | 14.670 | Sandy McIntyre | Operating costs were higher than expected. | 2003-03-06 | |
| BUY | 14.780 | Glenn MacNeill, P.Eng. | Has a long reserve life. | 2003-02-05 | |
| HOLD | 15.150 | Glenn MacNeill, P.Eng. | | 2003-01-28 | |
| HOLD | 14.750 | Peter Brieger | Good balance in oil/gas. | 2003-01-15 | |
| BUY | 14.480 | Sandy McIntyre | High quality assets. Operating costs higher than average. Distributions should be good. | 2003-01-09 | |
| BUY | 14.650 | Peter Brieger | Well balanced. | 2002-12-30 | |
| WEAK BUY | 14.720 | David Cockfield | Sector has become water logged, so be cautious on buying, but may be a good time now. | 2002-12-27 | |
| BUY | 13.760 | Ben Cheng | Good properties and reserve life. | 2002-12-09 | |
| BUY | 13.900 | David Baskin | Good price. Likes their assets. 17% distribution. | 2002-10-31 | |
| BUY | 14.540 | Vincent Delisle | Has a solid outlook over the next 12 months. | 2002-10-17 | |
| TOP PICK | 15.100 | Rob Callander | 14% yield. Long reserve life. Well managed. | 2002-09-18 | |
| WEAK BUY | 14.980 | Glenn MacNeill, P.Eng. | Has some excellent assets. Well run. Play by price. | 2002-09-17 | |
| BUY | 15.250 | Glenn MacNeill, P.Eng. | Has some of the best properties in Alberta. Good, steady revenue. | 2002-08-29 | |
| BUY | 14.800 | Garth Jestley | Volatile. Good management. Good properties. | 2002-08-06 | |
| STRONG BUY | 14.550 | Peter Brieger | One of the best balanced income trusts in Canada. | 2002-07-31 | |
| BUY | 14.990 | Robert Lyon | At a godo level. Pays a good dividend. | 2002-07-23 | |
| BUY | 15.450 | Peter Brieger | One of the most balance in oil/gas. A favourite. | 2002-07-10 | |
| DON'T BUY | 14.950 | David Cockfield | Not a favourite. Well run company, but there are some questions. | 2002-06-07 | |
| HOLD | 15.620 | Peter Brieger | Good oil/gas balance. | 2002-05-24 | |
| BUY | 16.400 | Peter Brieger | Now listed in US. Should do well. Steady. | 2002-04-30 | |
| WEAK BUY | 16.200 | Sandy McIntyre | One of the larger and better managed income trusts. Key strategic assets. Higher production. | 2002-04-22 | |
| BUY | 16.310 | Brad Willock | Likes. Well managed. | 2002-04-19 | |
| BUY | 15.870 | Ben Cheng | Has one of the best stable assets in their portfolio. Good prospects based on oil/gas prices. | 2002-04-16 | |
| DON'T BUY | 16.750 | Glenn Paradis, BA, CFA | Income trusts are getting a little expensive. A good trust. Wait for weakness in oil/gas. | 2002-04-01 | |
| BUY | 15.930 | Peter Brieger | Good yield. One of the best oil/gas trusts. | 2002-03-19 | |
| BUY | 15.570 | Glenn MacNeill, P.Eng. | Has some good assets. | 2002-03-13 | |
| DON'T BUY | 14.590 | Sandy McIntyre | A good company, but over leveraged on their debt to cash flow ratio. | 2002-02-26 | |
| PAST TOP PICK | 13.800 | David Baskin | (Was a top pick on Nov 20 down 12%) Still likes. Commodity prices knocked it down. | 2002-02-19 | |
| BUY | 13.800 | David Cockfield | Thinks distributions will stay flat for two quarters and then start to grow. | 2002-01-30 | |
| DON'T BUY | 14.200 | Sandy McIntyre | Trades at a premium. Higher costs in their production. With oil/gas in a low price, wait for them to rise. | 2002-01-29 | |
| DON'T BUY | 14.200 | Bill Shaw | Expects distribtions to be cut, so expect a drop in price. | 2002-01-18 | |
| PAST TOP PICK | 14.200 | David Baskin | (Was a top pick on Nov 20 down 10%) There could be a cyclical dip. Buy when oil/gas starts to recover. Still has a reasonable distribution. | 2002-01-18 | |
| DON'T BUY | 14.540 | Michael Smedley | Trades at a high multiple. Oil could drop. | 2002-01-10 | |
| DON'T BUY | 12.980 | Glenn MacNeill, P.Eng. | Reducing distribution because of poor return on oil/gas. Well managed. | 2001-12-19 | |
| DON'T BUY | 12.900 | David Burrows | Not a fan of their newly acquired east coast assets. | 2001-12-10 | |
| WEAK BUY | 13.800 | Ben Cheng | Good assets. The cadillac of income truss. A lot of debt. Balance sheet is stretched. | 2001-12-03 | |
| BUY | 14.000 | David Baskin | Good yield and good assets. | 2001-12-02 | |
| DON'T BUY | 14.010 | Glenn MacNeill, P.Eng. | Having a new underwriting so stock is under pressure. | 2001-11-30 | |
| BUY | 15.660 | Ian Nakamoto | Well managed. Good distributions. | 2001-11-21 | |
| DON'T BUY | 15.500 | Bill Shaw | Have to see oil agreements (OPEC, etc.) firm up. Recently into natural gas. Long reserve life. Well managed. | 2001-11-20 | |
| TOP PICK | 15.500 | David Baskin | Good assets. Likes the gas play on the east coast. Nice distribution. Very cheap. | 2001-11-20 | |
| BUY | 16.350 | David Baskin | Oil/gas is low. Now is the time to buy. | 2001-10-24 | |
| BUY | 16.950 | David Cockfield | An experienced management. A good holding. | 2001-10-10 | |
| WEAK BUY | 15.740 | Robert Lyon | Good quality name. Good mngmnt. | 2001-09-21 | |
| DON'T BUY | 17.400 | Ben Cheng | Into Sable Island Energy project, which is a very good asset. It has a RLI of 25 yrs. Will need a lot of money to finance it. | 2001-08-27 | |
| BUY | 18.950 | Bruce Campbell | Good long term track record. | 2001-08-17 | |
| DON'T BUY | 18.950 | Sandy McIntyre | Well managed. Good asset base. Would like to know how they will fund their new east coast acquisition. | 2001-08-13 | |
| TOP PICK | 18.950 | David Baskin | Has very solid assets in west and Sable Island. | 2001-08-13 | |
| BUY | 18.100 | Glenn MacNeill, P.Eng. | Sable Island purchase was good. Good long term prospects. | 2001-07-03 | |
| BUY | 20.680 | Sandy McIntyre | Recently acquired holdings in Sable Island natural gas fields. | 2001-06-19 | |
| BUY | 20.550 | Robert Lyon | Can be cyclical. Good long term. | 2001-06-11 | |
| DON'T BUY | 20.640 | Bill Shaw | Good reserve life/mngmnt. Trades at a huge premium to net asset value, so its expensive. Not his first choice. | 2001-06-08 | |
| BUY | 20.390 | Ross Healey | High yield. Interesting investment. Good for people wanting income. | 2001-06-05 | |
| DON'T BUY | 21.170 | Bill Shaw | Trying to acquire some Nova Scotia assets. A little rich now. | 2001-05-23 | |
| BUY | 21.740 | Sandy McIntyre | Good mngmnt. Into some interesting deals. A little expensive, but a good trust. | 2001-05-11 | |
| DON'T BUY | 20.360 | Bill Shaw | Moving from natural gas to oil and to Nova Scotia areas. Good mngmnt. Some roadblocks to N.S. acquisitions plus other concerns | 2001-03-13 | |
| BUY | 18.350 | Sandy McIntyre | Good trust. Constantly growing and has consistently out produced the oil and gas sectors | 2000-12-06 | |
| BUY | 19.000 | Noah Blackstein, B.A., CFA | Optimistic on oil price so will hold their value and may be rise | 2000-11-27 | |
| BUY | 19.000 | Sandy McIntyre | High quality. Recently made acquisitions Prefers this or Arc | 2000-11-09 | |
Experts that have talked about Pengrowth Energy Trust (US)
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