receive daily
reports of the
TOP PICKS
OR
your personal
stock choices
| Click Here to receive daily reports of the TOP PICKS OR your personal stock choices | STOCKCHASEWhat the experts are saying! |
|
| There are 4 registered members and 91 guests viewing the site. | Follow us on Twitter |  Rss Top Picks Feed | Rss Daily Feed |
|
| BUY on WEAKNESS | 24.000 | Michele Robitaille | Merging with Acclaim Energy (AE.UN-T). Have a good track record on the integration side. Can see some decent upside in this one. In terms of valuation, it is looking a little bit rich here. The outlook for the next year is quite good. | 2006-01-06 | |
| BUY | 22.800 | Michael Simpson, CFA | Acclaim Energy (AE.UN-T) and Starpoint Energy (SPN.UN-T) are amalgamating. If you own either of these, continue to hold. Likes the prospects, especially with the current commodity prices. | 2005-12-30 | |
| BUY | 22.990 | Robert Lauzon | There is a friendly merger with Acclaim Energy (AE.UN-T). Likes Royalty Trusts. The only risk factor is that there are two large energy trusts making one of the largest Royalty trusts. There will be a lot of integration risks. It will be listed on the New York stock exchange giving access to US investors. | 2005-12-23 | |
| BUY on WEAKNESS | 22.530 | Michele Robitaille | Has a great record of growing through acquisition. Their acquisition of Acclaim makes sense. Hasn't rebounded quite as well there's some of the other oil and gas companies. The patient in looking for an entry point. | 2005-12-19 | |
| WEAK BUY | 22.650 | Peter Brieger | Likes but doesn’t own as it is not gassy enough for him. Thinks natural gas is the place to be. | 2005-12-15 | |
| BUY | 22.500 | Ravi Sood | Merging with Acclaim (AE.UN-T). This will make it one of the biggest oil/gas trusts. Has one of the lower payout ratios. Expects distribution increases in 2006. Owns Acclaim, but not Starpoint. | 2005-12-09 | |
| HOLD | 22.760 | Garth Jestley | Will be merging with Acclaim (AE.UN-T) and will be one of the largest trusts. Likes the management of both firms. The only issue would be integration problems but, on balance it’s a good move. | 2005-12-02 | |
| WEAK BUY | 20.540 | James Leung | Merging with Acclaim (AE.UN-T) in January as well as applying for a listing on the NYSE. There will also be a seperate exploration company formed which will be run by Starpoint management. His concern would be on the slightly shorter reserve life. | 2005-11-11 | |
| BUY | 19.320 | Greg Guichon | An oil based trust. Has been growing by acquisition. Recently made 3 acquisitions and is currently being merged with Acclaim (AE.UN-T). Likes the management. They have got a lot to prove in putting this together. There will be synergies that will be accretive to unit holders. | 2005-10-21 | |
| BUY | 19.270 | Glenn MacNeill, P.Eng. | Have announced a merger with Acclaim (AE.UN-T) which is a good. It provides a lot of properties which are in the same area. | 2005-10-20 | |
| BUY | 21.900 | Michael Simpson, CFA | Will merge with Acclaim Energy (AE.UN-T) and this merger makes a lot of sense. This combines a good technical team with Acclaim and a good human resources from Starpoint. It also gives a land base that is close together giving a very large trust with about 75,000 BOE's a day. | 2005-10-07 | |
| SELL | 23.980 | Dean Orrico | Merging with Acclaim Energy (AE.UN-T). One of the major players. You are now seeing full value and there are better value plays in the space. Rotate out of it. | 2005-09-30 | |
| HOLD | 23.600 | Robert Lauzon | Acclaim Energy (AE.UN-T) and Starpoint (SPN.UN-T) are merging. This will make it close to the 4th or 5th largest royalty trust. They will be getting a NYSE listing so there will be more demand from the US. There might be some short term weakness as many managers will end up owning too much and will have to reduce the weighting in their portfolios. | 2005-09-23 | |
| BUY | 22.230 | Greg Guichon | A situation where some very far sighted managers have taken a trust and made 3 very interesting acquisitions and bringing them together in one geographic area in southwest Saskatchewan. Creating synergies. | 2005-09-09 | |
| BUY | 21.490 | Glenn MacNeill, P.Eng. | Very innovative company. Had a lot of transitions where they've created a lot of value and made a lot of astute acquisitions. | 2005-09-02 | |
| WEAK BUY | 20.490 | Kevin Hall BComm, CFA | Very capable management team. Lower payout, more cashflow back into the business. Undervalued. | 2005-08-26 | |
| BUY | 20.230 | Glenn MacNeill, P.Eng. | One of his favorite trusts. A very active company. Relatively low risk. | 2005-08-15 | |
| BUY | 20.000 | Dean Orrico | Good quality management teams. Has been the most acquisitive trust in the last 6 months. He has confidence in management, but would be concerned if they made any more acquisitions before they got the others integrated. | 2005-07-29 | |
| BUY | 18.940 | Glenn MacNeill, P.Eng. | They are developers of property not ones to discover property. An excellent well managed company. Has a reputation of making astute acquisitions. | 2005-07-08 | |
|
| |||||
| BUY | 19.700 | Robert Lauzon | Buy Starpoint reciepts (SPN.R-T) instead. They convert into Starpoint Income Trust units in a few weeks and give an extra $0.20 in distributions and usually trades at a $0.40 discount. | 2005-06-17 | |
| BUY | 19.080 | David Cockfield | Has good potential, but it is one of the smaller, newer players out there. Don't consider this as a major position in your portfolio. Payout ratio is reasonable. | 2005-06-15 | |
| BUY | 18.750 | Garth Jestley | Now in the process of acquiring APF Energy Trust (AY.UN-T). Likes this trust. | 2005-06-03 | |
| WAIT | 18.900 | Matt Baillie | Energy trusts are looking pretty good on a valuation basis. Starpoint's model looks sustainable. Has some good assets. His only issue with this trust is that they just made 2 very big acquisitions and he wants to see them deal with this first and what their production is going to be. | 2005-06-01 | |
| BUY | 17.990 | Sandy McIntyre | Recently APF Energy (AY.UN-T). APF had too high a payout ratio which was unsustainable. The acquisition allows APF to be managed more efficiently. Likes the management team. | 2005-05-13 | |
| BUY | 18.220 | Glenn MacNeill, P.Eng. | Likes this company. Very good/astute managers. Teaming up with APF Energy (AY.UN-T). This is a good deal for APF. Good slate of properties. | 2005-04-29 | |
| DON'T BUY | 18.570 | Dean Orrico | Merging with APF Energy Trust (AY.UN-T). A positive for APF unitholders. Management has an excellent track record. A lot of its production is early stage which generally creates higher risks, and acquiring APF diversified their asset base for a more stable base. Longer reserve life. Better payout ratio. To play this, Buy APF rather than Starpoint. | 2005-04-22 |
