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| HOLD | 10.500 | Robert Lauzon | (Market Call Minute) Just initiated a dividend but it goes sideway from here. | 2012-03-23 | |
| DON'T BUY | 8.820 | Jason Donville | Likes the technology and what they're doing but they have a tendency to have 3 good quarters in a row and then one bad one. He has been burned twice by them. | 2011-10-17 | |
| PAST TOP PICK | 14.200 | Bill Harris, CFA | (A Top Pick Feb 2/10. Up 72.48%.) Sold when the valuation got extended. | 2011-01-24 | |
| PAST TOP PICK | 13.070 | Bill Harris, CFA | (A Top Pick Dec 21/09. Up 62.14%.) Low fixed costs and high variable costs so in the worst month of drilling they can still make money. Sold it after first run up but when it came off, it wasn’t enough to get him excited. Not enthusiastic now but in 5 years it will be a key Cdn oil service business. | 2010-12-16 | |
| TOP PICK | 8.710 | Bill Harris, CFA | Natural gas price is low, but because it is a bull market. There is a lot of gas out there. Don’t have to take on the commodity risk. There are very low fixed costs to the business. If the world falls apart, it does not loose money. A brilliant business. | 2010-02-02 | |
| BUY | 9.050 | Robert Lauzon | Do some of the horizontal measurement in drilling applications. Have a nice niche in a sweet spot. | 2010-01-06 | |
| TOP PICK | 8.280 | Bill Harris, CFA | Natural gas is low so this is a good time to be here. This company has the ability to be a driller. Very low fixed costs and high variable costs. Even when the whole industry, part this one never went to negative earnings. 6% yield. | 2009-12-21 | |
| TOP PICK | 7.730 | Bill Harris, CFA | By 2011 it will be a high dividending stock and will grow over the next year. He thinks this is rational for their business. Over the next year the natural gas price will recover. Distribution is safe. | 2009-11-10 | |
| PAST TOP PICK | 7.900 | Michael Smedley | (A Top Pick Oct 31/08. Down 9.7%.) Needs a recovery in natural gas. Still a Buy. | 2009-10-26 | |
| BUY | 7.450 | Alexander Lane, B Comm, C | Directional drilling services. In the last few weeks, with increased appetite for speculation in natural gas, these stocks have started to move. High ROE. | 2009-09-21 | |
| PAST TOP PICK | 7.870 | Veronika Hirsch | (A Top Pick July 17/08. Down 44.9%.) The guys you need when drilling shale plays and where the future in Canada will be. Perfectly positioned but currently there is too much competition. Should do well in 2 years down the road. 12% distribution. | 2009-07-17 | |
| PAST TOP PICK | 8.040 | Andrew Cook | (Top Pick May 15/08 Down 39%) We are seeing that these stocks are not confirming going to new lows. They are telling us the bottom is in | 2009-04-24 | |
| PAST TOP PICK | 7.010 | Veronika Hirsch | (A Top Pick July 17/08. Down 54.7%.) Horizontal driller. Decline in drilling has been more substantial among the regular drillers than on the multi-frac drilling. A lagging indicator, especially going into a slower season. She Shorted Precision Drilling (PD.UN-T) against it. Treat as a Hold. | 2009-04-02 | |
| TOP PICK | 9.900 | Michael Smedley | Heavily into the horizontal drilling of the shale plays. Extremely well run. Just reported very good numbers. 10.3% yield. | 2008-10-31 | |
| TOP PICK | 16.300 | Veronika Hirsch | Horizontal driller with advanced technology that saves labour costs. In shale drilling. Because of uncertainty in the oil price, you don't want to be buying an oil company. 6% yield. | 2008-07-17 | |
| TOP PICK | 14.600 | Andrew Cook | Due to high oil/gas prices, demand for services is going to be very strong. This one has horizontal drilling technology. | 2008-05-29 | |
| BUY | 15.300 | Glenn MacNeill, P.Eng. | Because of higher gas prices, he is expecting an increase in the number of wells drilled, which will increase profitability. | 2008-05-16 | |
| BUY | 15.050 | Jennifer Stevenson | For an oil driller with good growth potential, you want a company that will take advantage of the increase in activity for the tight gas in the Montney region, Horn River type shale. Companies that can drill directional wells and horizontal wells. | 2008-04-25 | |
| TOP PICK | 14.750 | Alexander Lane, B Comm, C | Their technology and directional drilling capabilities allows companies to access prospects economically. Average ROE is 29% over the last 5 years. Just raised their distribution 31%. Try to get this in the $12 to $12.50 range. | 2008-04-23 | |
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| BUY | 8.500 | Michael Simpson, CFA | Directly involved in oil field services. Involved in directional drilling tools both in Canada and the US. Low payout ratio and low debt. Cautious on the energy services sector. | 2007-11-08 | |
| BUY | 7.250 | Sandy McIntyre | Last couple of quarters have been somewhat disappointing from an operational point of view. Directional drilling is not very cyclical. Reaching a point where you could look at it as a value buy. | 2006-10-13 | |
| BUY | 7.980 | Jason Zandberg | An energy services company. Likes the sector and thinks it will rebound. | 2006-09-07 | |
| BUY | 9.890 | Michael Smedley | Brilliantly run. Was surprised when it became a trust. Doesn't march upwards very fast, but doesn't see any problems on the horizon. | 2006-01-03 | |
| BUY on WEAKNESS | 9.150 | Matt Baillie | Have been on fire for a few years now. Could be a takeover target. Likes this sector. Feels the price has moved a little too far too fast. | 2005-09-08 | |
| BUY | 5.600 | Michael Smedley | Has peaked and with the whole sector down a bit is now picking up. Good income. Should be one of constant survivors in the trust sector. Very good at what they do. | 2005-05-25 | |
| BUY | 4.950 | Glenn MacNeill, P.Eng. | A conglomeration of a number of different businesses in the oil service sector. Likes it. Numbers look good. | 2005-01-14 |
