| TOP PICK | 22.950 | Glenn MacNeill, P.Eng. | Natural gas trailer. Picked on the basis that shallow gas will become much more popular given the high price of gas. Relatively undervalued. | 2008-06-09 | |
| DON'T BUY | 16.860 | John Stephenson | This is probably the weakest of the group. Has the highest earnings cash flow multiple and is primarily domestic focused. Doesn't see any upside. He would prefer to look at Saxon Energy (SES-T) or Calfrac (CFW-T). | 2008-03-05 | |
| PAST TOP PICK | 16.720 | Jeff Parent | (A Top Pick Mar 9/07. Down 14.7%.) Got out of his position last June/July. | 2008-02-20 | |
| DON'T BUY | 15.500 | Bill Carrigan | This stock is going down, so he would avoid it. | 2007-11-13 | |
| WEAK BUY | 15.800 | Brian Acker, CA | His model price is $33.60, a 110% positive differential, but the earnings estimates are coming down. | 2007-11-01 | |
| PAST TOP PICK | 23.050 | Jeff Parent | (A Top Pick March 9/07 Up 19.8%.) Still looking good. A great stock. | 2007-05-23 | |
| BUY | 18.850 | Kyle McKay | If you are looking to the energy service space, this is the name you should own. Valuation is reasonable. Margins held in pretty well in the last quarter. Well diversified across shallow and deep drilling. | 2007-03-19 | |
| TOP PICK | 19.490 | Jeff Parent | Had a tremendous range. Whole energy services sector is completely oversold. Hit the bottom near $17 after 2 major drops. Rising steadily. In the recovery mode. Reduce positions at $18.75 and close out at $18. | 2007-03-09 | |
| WAIT | 18.030 | Kyle McKay | Definitely one of the premier names. Moving up from an intermediate to a senior level driller. Did a very strategic merger with Western Lakota late last year. If you need to be in this space, this would be the one to own. Expect the price could be better if you wait. | 2007-01-08 | |
| BUY | 18.550 | David Cockfield | Has a nice fleet of deep rigs. This is probably the bottom of the market for gas. | 2006-12-27 | |
| PAST TOP PICK | 18.900 | Robert Lauzon | (A Top Pick June 2/06. down 33%.) Very levered to gas drilling. Looking out 6 months can see more drilling activity. Way oversold. | 2006-10-20 | |
| DON'T BUY | 20.000 | Michael Smedley | Pretty well everything in the oil services sector is down. Just had a good merger with Western Lakota (WLE-T). A little cautious about recommending any companies in this sector for anything near term. | 2006-09-21 | |
| PAST TOP PICK | 23.700 | Robert Lauzon | (A Top Pick Jun 2/06. Down 16%.) Very gas weighted and the drop-in gas affected its price. Also made an investment in Western Lakota and investors that own both, where selling. On its way back up. | 2006-09-08 | |
| DON'T BUY | 21.710 | David Baskin | He is high on the drillers. Feels that the panic on the natural gas prices is way overdone. There will be demand for drilling services. Prefers Precision Drilling (PD.UN-T), Ensign Resources (ESI-T) and Calfrac (CFW-T). | 2006-08-24 | |
| WEAK BUY | 21.540 | Glenn MacNeill, P.Eng. | Merged with Western Lakota. These are rig companies. It's a good situation for both of them. We are going into a slower period for the service companies in the oil patch, especially on the gas side. Well managed. | 2006-07-19 | |
| HOLD | 20.810 | David Cockfield | In the process of merging with Western Lakota (WLE-T). Uses a flexible coil drilling which means they can drill a lot faster and more efficiently in shallow depths. The lower gas price is a definite black cloud on their horizon. We'll do okay, but wouldn't buy service stocks until there is some stabilisation in the price of gas. | 2006-07-13 | |
| WEAK BUY | 21.600 | Peter Hodson | Acquiring Western Lakota Energy Services (WLE-T). He is a fan of Western Lakota and together they will be a pretty good company. Getting hit with the low price of natural gas. Would be a good one to pick away at over the next several months as gas will go back up. | 2006-07-11 | |
| HOLD | 24.850 | Peter Brieger | Likes this sector and Calfrac (CFW-T) and Savanna (SVY-T) are the 2 cheapest. However, he has elected to go with Trican Well Service (TCW-T) instead although he hasn't bought it yet. | 2006-06-12 | |
| TOP PICK | 28.200 | Robert Lauzon | An energy services company including drilling and servicing. Making substantial amounts of cash. Some of its peers pay dividends so expect it will either pay a dividend or become a trust. | 2006-06-02 | |
| BUY | 30.810 | Wilf Gobert | Their big story is coiled tubing drilling. A new technology for the oil patch. It's faster, cheaper and extremely well suited to shallow gas and coal bed methane drilling. There is some talk of it turning into a trust which has boosted the price. | 2006-04-25 | |
| BUY | 25.300 | Peter Hodson | Savanna Energy Service is an exceptional managed company. He prefers this stock over Ensign. It is worth holding. | 2006-03-09 | |
| WEAK BUY | 27.000 | David Cockfield | They are in the coil tubing side of the oil service sector. Was interested in it at $20 but would have to have another look at it at this price. They had some problems on patents. Likes the technology. | 2006-02-17 | |
| HOLD | 31.470 | Ross Healey | Not one of the cheaper energy stocks. His fair market value shows $85. | 2006-02-06 | |
| BUY | 31.010 | Wilf Gobert | Heavily involved in coiled tubing drilling which is the type used for shallow wells and especially coal bed methane. They are ideally suited for the most rapid growing sector of the drilling business. Prospects are excellent. | 2006-01-23 | |
| BUY | 25.700 | Peter Brieger | They have revolutionized the process by having continuous piping rather than sectional pipes. This makes the process very much faster. | 2005-11-15 | |
| BUY | 26.250 | Greg Guichon | Energy prices are going to stay very high for a very long time because of the basic supply/demand characteristics of the world. | 2005-09-09 | |
| TOP PICK | 17.800 | Chris Fernyc | A technology/drilling company. They only have a fleet of about 20 drilling rigs, they are the #1 driller in terms of the number of meters drilled and in the top 5 in terms of total due to their technology. They have a quicker, lower cost solution for coal bed methane and shallow gas drilling. Growing their fleet out by about 50% per annum. | 2005-04-25 | |
| BUY | 20.750 | David Burrows | Has relatively new technology which allows them to drill a little more efficiently using continuous drilling. They have a competitive advantage. | 2005-03-14 | |
| BUY on WEAKNESS | 19.300 | David Cockfield | Under $20 is not a bad acquisition. Doing some new drilling technology. If it works could be quite good, but still has to be tested. A bit speculative. | 2005-03-10 | |
| HOLD | 20.850 | Michael Smedley | Nothing wrong with this company, dip is probably due to profit taking. | 2005-03-09 | |
| BUY | 18.000 | David Cockfield | Looking very seriously at this one. Into coiled tubing so they don't have the fixed piping that has to be taken out, but the coil has a weakness in that it is a relatively weaker type of tubing to drill with. Has worked very well in shallow drilling. In the process of testing down to 2,200 feet which opens up a lot more drilling. | 2005-01-21 | |
| BUY | 11.000 | Steve Gold | Bullish on the oil services industry. Have sold their holdings, but are looking at it again. | 2004-07-07 | |
| WEAK BUY | 8.900 | Glenn MacNeill, P.Eng. | Quite expensive. Well-managed. | 2003-12-18 | |
Experts that have talked about Savanna Energy Services
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