| 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 Montne region, Horn River type shale. Companies that can drill directional wells and horizontal wells. | 2008-04-25 | |
| TOP PICK | 14.750 | Alex Lane | 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 | |
| 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 | |
Experts that have talked about Phoenix Technology Income Fund
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