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| BUY | 3.340 | Eric Nuttall | Likes it. 2 quarters of sequential growth. Likes management team. Trading just above 3.8 times enterprise cash flow. Outlook is quite good | 2012-01-24 | |
| TOP PICK | 2.800 | Bruce Campbell | Has doubled its production but because they are energy and not gold, the stock hasn’t reacted yet. Drilling locations are high. Trading at about $0.50 on the dollar NAV. Will be a $4 stock when the energy market picks up. | 2011-12-07 | |
| TOP PICK | 2.830 | Joanne A. Hruska, CFA | Focused on long life oil plays. Just over 3 times earnings. Moving into North Dakota. People will want to purchase companies like this. They have a great valuation. There have been a lot of Asian companies sniffing around different companies, trying to get a hold of Canada’s reserves. | 2011-09-12 | |
| HOLD | 3.040 | Eric Nuttall | Doing much better operationally. Had a huge up tick in production despite a very arduous quarter. A lot of rainfall in Saskatchewan where they are located. Balance sheet is pretty good. | 2011-08-16 | |
| BUY | 3.340 | Eric Nuttall | Phenomenally profitable business. It has struggled. Trading at 2.4 times 2012 cash flow. They did an acquisition, which took their eye off the ball. They need to concentrate on execution. They are back in the field after the wet spring. Stock could go up to $4 level. | 2011-06-08 | |
| PAST TOP PICK | 3.340 | Eric Nuttall | (Top Pick Jun 10/10, Down 1.88%) Some slippage in terms of their guidance and their hitting it. They have learned their lesson. He will give them two more quarters. | 2011-06-08 | |
| TOP PICK | 3.750 | Bruce Campbell | Bought a small Alberta company and the stock declined ever since. They had a bunch of meetings with portfolio managers and stock went up 7% today. Everyone likes what they are planning. Costs are fairly low compared to piers <$20/barrel. | 2011-05-10 | |
| TOP PICK | 4.050 | Bruce Campbell | Smaller (junior) oily name that has fantastic growth. Mostly oil. Different plays. A whole bunch of production coming on stream. They will have doubled production over the year. They had done an issue and the stock was lagging because of the issue. It’s obvious that the management can double production quickly. | 2011-03-10 | |
| BUY | 4.450 | Joanne A. Hruska, CFA | 96% light oil and grew production 60% from 3rd quarter to 4th quarter. Good management. Price to cash flow multiple is relatively inexpensive versus its peer group. | 2011-02-25 | |
| PAST TOP PICK | 4.550 | Eric Nuttall | (A Top Pick Oct 27/10. Up 15.19%.) About 97% light oil weighting. Have really great netbacks of about $55 at $90 oil. Cheap multiple. | 2011-02-09 | |
| TOP PICK | 3.950 | Eric Nuttall | (A Top Pick June 10/10. Up 10.6%.) Highest net back of any company in Western Canada. Extremely cheap at a multiple of roughly 4X next year's cash flow. Light oil and a good set of assets. Looking for 40% upside. | 2010-10-27 | |
| TOP PICK | 3.370 | Eric Nuttall | He has been buying over the last 3 weeks. 96% levered to oil. Flying under the radar of bay street. They can go after smaller deals but in aggregate can add up to a lot. Predicts they will be at a 4x multiple after increasing 50%. | 2010-06-10 |
