| PAST TOP PICK | 9.900 | Joseph Schachter | (A Top Pick June 20/06. Down 51%.) Missed its numbers. Being merged with TriStar (TOG-T). Likes their asset base. If you own, roll it into TriStar and see if management can make things happen. | 2007-07-20 | |
| DON'T BUY | 9.100 | Peter Hodson | He is pretty much out of Canadian energy. The costs are going up and productivity is going down. Prefers international plays. | 2007-07-05 | |
| BUY | 10.350 | Bruce Campbell | He likes it. They're very good finders. | 2007-06-05 | |
| PAST TOP PICK | 10.450 | Joseph Schachter | If you own Real Resources, you should move into Tristar. Excellent management.
Tristar has taken over Real Resource. | 2007-06-04 | |
| PAST TOP PICK | 9.230 | Joseph Schachter | (A Top Pick June 20/06. Down 54%.) Changed reserve engineers. This shouldn't be done during changing commodity price environments. Company is now up for sale. If you own the stock, stay with it. | 2007-04-24 | |
| SELL | 9.230 | John Stephenson | Had a disappointing quarter at the end of last year. Fairly gas weighted and, he feels gas is not where you want to be. | 2007-03-27 | |
| SELL | 8.570 | Kyle McKay | Have missed production and costs were higher than expected. Not too much positive news from their quarter. If you own, consider cutting your losses and moving on. | 2007-03-19 | |
| DON'T BUY | 9.170 | David Cockfield | Most recent numbers have been extremely disappointing. | 2007-03-15 | |
| HOLD | 11.900 | Peter Hodson | Oil/gas sector has had a bit of a sector rotation and it has been pretty quiet. A premium company that will do well when there is a recovery. | 2007-03-12 | |
| BUY | 13.850 | Glenn MacNeill, P.Eng. | Has some good exploration in front of it. | 2007-02-16 | |
| HOLD | 14.970 | Hap (Robert) Sneddon FCSI | Has been in a downtrend. If there broke through $11, he would be concerned. | 2007-01-30 | |
| BUY | 16.740 | Glenn MacNeill, P.Eng. | Roughly 50/50 gas and oil, which is an advantage in giving diversification. Good value compared to its peers. | 2007-01-16 | |
| BUY | 16.270 | John Stephenson | One of a few names he would consider the smaller cap universe. A very good entry point. | 2007-01-05 | |
| WAIT | 16.650 | Bill Harris | A great mid-tier oil/gas company. Mid-tiers are going to become very important in Canada. Well managed and great assets. There might be a soft season as they have to chew through all the excess inventory. | 2006-12-22 | |
| HOLD | 16.200 | John Stephenson | The basic MO of this company is that management is really good at finding stuff, but not so great at producing on time and on budget. | 2006-11-16 | |
| TOP PICK | 16.120 | Joseph Schachter | Stumbled. Feels they will end this year between 12000/13000 BOE’s a day. Average next year will be about 16,000. Will be drilling 6 high impact wells. Good portfolio. A fabulous Buy at this price. | 2006-11-15 | |
| BUY | 15.550 | Glenn MacNeill, P.Eng. | Has done some very nice things in the last couple of years. | 2006-11-10 | |
| BUY | 17.360 | Gordon Higgins, CA, MBA, CFA | A value play trading at 3.5 X cash flow. Sounding like a real good prospect. | 2006-10-12 | |
| PAST TOP PICK | 19.090 | Joseph Schachter | It is down 14% since April. It has a nice mix of assets. Company could do $5 in cash flow. Upside potential. | 2006-09-29 | |
| BUY | 22.110 | John Stephenson | A good name. Relatively oil weighted which is positive. Recently announced some potential for coal bed methane on its properties. Pretty decent balance sheet. Production should ramp up from here. | 2006-08-21 | |
| DON'T BUY | 20.000 | Bill Carrigan | Most of the commodity stocks have topped in the latter part of 2005. Thinks that stocks like this are probably dead money. This is now in a downtrend. | 2006-07-17 | |
| TOP PICK | 20.050 | Joseph Schachter | The company has grown very rapidly. They are going to be adding in a new pipeline that is going to be coming on in July/August. Sees them doing $5 plus in cash flow. | 2006-06-20 | |
| HOLD | 23.450 | Veronika Hirsch | Came out with a broad statement on their coal bed methane assets. Right now, the market is giving zero for it but it will have value in years to come. | 2006-06-01 | |
| TOP PICK | 22.570 | Joseph Schachter | Half oil and half natural gas. Were 7300 BOE’s a day in ‘04 and averaged 10,394 last year and 12,000 now. Expecting an average of 14,000 this year. | 2006-05-05 | |
| DON'T BUY | 23.250 | Glenn MacNeill, P.Eng. | Has done a great job, but there are better places to invest in. Had a great growth spurt but has now plateaued. | 2006-04-13 | |
| TOP PICK | 22.380 | Joseph Schachter | Did about 7,300 BOE’s a day in 2004 moving up to 10,394 in ‘05 and expects 14,000. Have to build a pipeline this summer which will increase BOE’s by 4000. Very large land spread. | 2006-04-12 | |
| PAST TOP PICK | 22.400 | Veronika Hirsch | (A Top Pick Jan 28/05. No change.) The stock made it up to $30 but is now suffering with every other stock in this sector. Still likes it long-term. | 2006-02-16 | |
| BUY | 27.010 | Peter Hodson | Management continues to put together the right resources. One of his favourite management teams. Their area plays are looking pretty good. | 2006-02-01 | |
| BUY | 22.320 | Glenn MacNeill, P.Eng. | Like it a lot. Has a great slate of development and exploration prospects. Has grown dramatically in the last year with some excellent discoveries. Doesn't expect them to trust in the next 6 months. | 2005-10-20 | |
| BUY | 25.750 | Joseph Schachter | Have a big land position in Virginia Hills in Sakwatamau, a very rich sector. 51% weighted to gas and 49% to oil. Expects he will be raising his target as he heads into the end of the year. | 2005-09-26 | |
| BUY | 25.840 | Glenn MacNeill, P.Eng. | Very good company. Well managed. A lot of internal growth. Very positive on it. | 2005-09-02 | |
| HOLD | 25.850 | David Cockfield | Has a huge package of undeveloped land and have had good drilling success. Good management and good properties to drill. Probably reasonably fully priced. | 2005-09-01 | |
| HOLD | 22.180 | Joseph Schachter | Will report their results in the next week or so and he knows he is going to have to revise his numbers and his cash flow upwards. | 2005-08-02 | |
| TOP PICK | 20.700 | Veronika Hirsch | Reasonably liquid. Likes the space. Feels they have predictable growth. They have resouce plays as opposed to having to drill. Likes their strategy. Can see 20/25% growth for 2/3 years. | 2005-07-27 | |
| BUY | 20.490 | Peter Hodson | Their last discovery, their new area play is starting to look really good. The market cap is increasing and more people are looking at it. They've done nothing but good things for the past few years. Doesn't believe they will income trust as they have too many opportunities to grow the company. | 2005-07-26 | |
| DON'T BUY | 17.800 | Bill Harris | Trades ahead of its net asset value. No longer a cheap stock. | 2005-07-08 | |
| TOP PICK | 13.450 | Joseph Schachter | It keeps on beating his numbers. Was expecting 8,400 BOE's a day in Q1, they increased production by 23% to 8,483. Looked for cash flow of $0.48 and they did $0.66. Because it is growing they will be able to afford to drill high impact wells. | 2005-05-06 | |
| WEAK BUY | 14.000 | Dean Orrico | Have been investing in this for a long time and look at it as a very likely candidate to become a trust. Easy money has been made, but if it changes there could be a 5/10% lift. | 2005-04-22 | |
| TOP PICK | 13.750 | Joseph Schachter | In his 3 Top Picks, he is recommending that buyers take advantage during the weakness in the next 2/3 months. Buy under $11.50/12 range. A stock you want to own over the next few years. Had a fabulous winter exploration program with 6 rigs running. Have 2000 BOE's behind pipe that they are going to try to hook up before break-up. | 2005-03-31 | |
| TOP PICK | 12.270 | Joseph Schachter | Very low risk with very good upside. Well established and very well managed. In 2004 averaged 7,400 BOE's a day, up from about 5,491 in 2003. Had expected them to exit 2004 at 8,500 which turned out to be 8,800. Expects 2005 to be averaging 9,500 BOE's a day and exiting north of 10,000. | 2005-01-11 | |
| DON'T BUY | 12.450 | Bill Harris | Has gotten to a size where it is difficult to grow. This would be th epoint where it would convert into a trust. Too pricey now. | 2005-01-07 | |
| BUY | 12.600 | Peter Hodson | Has done well. Good company. Still room to grow. | 2004-12-20 | |
| HOLD | 11.700 | Veronika Hirsch | Rumours that it may become an income trust. Likes small/mid caps as these are the ones that tend to merge or trust. Has great growth and thinks it has another couple of $'s even if they don't trust. | 2004-11-04 | |
| BUY | 8.800 | Peter Hodson | Junior oil/gases are starting to move again because of the trust activity going on. Solid company and well run. It'll be slow and steady unless they turn into a trust, in which case it could become a $12/13 stock. | 2004-09-24 | |
| BUY | 8.020 | Robert Lyon | Good management. Not an exciting company but has done a good steady job. Possible candidate for a royalty trust. | 2004-08-05 | |
| PAST TOP PICK | 7.380 | Peter Hodson | (Past top pick Apr 8/04. Up 7%.) Still likes it. It is still pretty cheap. Could be turned into a trust. | 2004-07-08 | |
| TOP PICK | 7.000 | Peter Hodson | Has been beaten up over the last couple of years. Have raised some money and fixed their debt problem. A possible income trust game. | 2004-04-08 | |
| BUY | 6.150 | David Cockfield | As stock that he continues to be positive on. Had a pretty reasonable run. Proven reserves are up about 20%. Have some good properties and expects them to continue to make good progress. | 2004-03-05 | |
| DON'T BUY | 4.700 | Peter Linder | Offers great value , but they have disappointed consistently on their production targets.Could be dead money. | 2003-08-06 | |
| PAST TOP PICK | 4.190 | Glenn MacNeill, P.Eng. | (Was a top pick onMar 12 . Down 14.7%.) Still likes. May be a little soft in this quarters numbers. | 2003-05-01 | |
| BUY | 3.430 | Glenn MacNeill, P.Eng. | Takeover candidate. | 2001-07-09 | |
| STRONG BUY | 4.300 | Glenn MacNeill, P.Eng. | A favourite. Great growth in gas production. | 2001-04-19 | |
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