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| BUY | 18.170 | David Baskin | Has largely converted itself in Canada to an unconventional gas story. Tremendous assets in shale gas but suffering from relatively low gas prices, which will probably not improve for a few years. On the plus side, they have exploration properties in South Asia, which are relatively inexpensive resources compared to Brazil or Gulf of Mexico. | 2010-02-08 | |
| SELL | 18.510 | Bill Harris, CFA | (Market Call Minute) Complicated company. They were hoping for a turnaround, new management. They haven’t proven themselves. | 2010-02-02 | |
| TOP PICK | 18.200 | John Zechner | Growing and is at reasonable valuation. Reinvented themselves in the last year or two. Have international plays, natural gas and light oil. Could be takeout candidate. (Not likely.) Otherwise it will grow and benefit from higher oil prices. | 2010-02-01 | |
| PAST TOP PICK | 18.160 | Norman Levine | (A Top Pick Jan 27/09. Up 52.64%.) Company has changed and has become more focused and the upside is great. Still a Buy. | 2010-01-28 | |
| Comment | 18.160 | Colin Stewart | One of the higher quality oil/gas companies. Great way to get exposure to that industry. Right now he is a little bit cautious about oil prices in general. Rumoured that it could be ripe or a takeout. | 2010-01-28 | |
| HOLD | 17.990 | John Stephenson | A Buy but not a Screaming Buy. Treat as a value stock. Have lately been focusing on unconventional gas. Still need to put up some good numbers. | 2010-01-22 | |
| BUY | 18.840 | Andrew Cook | (Market Call Minute.) Likes their strategy of focusing on unconventional gas plays in North America and their whole asset program globally. | 2010-01-20 | |
| HOLD | 19.250 | Joanne A. Hruska, CFA | Among the cheaper valued senior stocks. In the midst of a turnaround with the new management and focusing more on conventional and international projects to bring their costs in line. | 2010-01-13 | |
| BUY | 20.580 | Douglas Kee | Reorganizing itself. Going after the shale plays giving lower costs and bigger reserves. | 2010-01-08 | |
| PAST TOP PICK | 19.650 | Norman Levine | (A Top Pick Jan 27/09. Up 64.23%.) Change in management has been very positive. Shedding non-critical assets and concentrating more on what they are good at. Becoming a more important player in non-conventional shale gas. | 2009-12-23 | |
| BUY | 18.960 | Steven Conville | Oil stocks have generally lagged in terms of performance and they will be companies he will be looking to in 2010. If the market starts to get a little finicky and people are looking for an opportunity to get some returns, oil stocks that have lagged me have a better performance. | 2009-12-18 | |
| DON'T BUY | 18.790 | Peter Brieger | Should change to CPG. Talisman has been historically cheap. Management has changed. He thinks caller should move from TLM to CPG. | 2009-12-14 | |
| PAST TOP PICK | 18.140 | Glenn MacNeill, P.Eng. | (A Top Pick Nov 10/08. Up 55.7%.) Good internationally diversified company. Prefers others. | 2009-12-07 | |
| BUY | 18.200 | John Zechner | Great international basket of assets, which he likes. Have a better Canadian strategy recently with their new management. Good valuation. | 2009-11-30 | |
| BUY | 18.350 | Christine Poole | Will be sensitive to commodity prices as they are about 60% crude and 40% natural gas. If you have a positive view on crude this should do okay. Gaining more credibility on the street. Buy for the long-term. | 2009-11-26 | |
| WAIT | 18.610 | Brooke Thackray | This is the time period when oil starts to do reasonably well but it's real sweet spot is in January and February but you can start looking at it a little earlier. He would tend to wait until the breakthrough its resistance level. | 2009-11-23 | |
| BUY | 18.810 | Laura Lau | Undergoing a transformation from a very short reserve life with high finding/developing costs. Trying to become a shale player. A lot of management changes. If you hold for 3-4 years you will be rewarded. | 2009-11-18 | |
| TOP PICK | 19.110 | John Stephenson | Trading around 4 EBITDA while peers are 6.3. Has upside into the low to mid-$20’s. Have a strategy coalescing around North America, the North Sea and Southeast Asia and are starting to hit their numbers and their stride. | 2009-11-09 | |
| PAST TOP PICK | 18.390 | Glenn MacNeill, P.Eng. | (A Top Pick Nov 10/08. Up 58%.) Still undervalued. Likes its management style, strategy and asset plays. Better Buys out there. | 2009-11-06 | |
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| BUY | 18.330 | Mason Granger | Announced the splitting of the shale and conventional gas. Picked up additional acreage in the Tier 1 areas of the Marcellus and Montney. Long-term hold. | 2009-11-03 | |
| HOLD | 19.070 | Jaime Carrasco | Likes their global exposure. An alternative/hedge to oil sands holdings. | 2009-10-29 | |
| BUY | 18.550 | Andrew Cook | Energy sector is poised for a relative out performance once the market finds its feet. This is a very good way to play this. | 2009-10-28 | |
| PAST TOP PICK | 19.200 | David Baskin | (A Top Pick Nov 6/08. Up 75.78%.) Still a Buy. | 2009-10-27 | |
| BUY | 19.710 | Martin Hubbes, CFA | Thinks it is a cheap stock. Change of management and new one is putting ‘stamp’ on the company. They are defining their areas of growth and putting together their North America and Global strategy. Have some wonderful assets in the far east. It’s been undervalued since he has owned. | 2009-10-21 | |
| BUY | 19.700 | Joseph Schachter | Has liked this company all along. Management team does a fabulous job, great assets globally. Don’t chase it here. | 2009-10-20 | |
| TOP PICK | 19.730 | Michael Sprung | Has lagged the energy group. Change their business model and are now going for more of the unconventional play. Doing very well in the Montney shale gas play. Still have some very prime international assets. Sold some assets at good prices. | 2009-10-14 | |
| BUY | 19.650 | Laura Lau | Feels new management is more clearly focused and are following a good strategy of clearing assets that are non-core. Will probably take longer than the market expects that is on the right track. | 2009-10-13 | |
| BUY | 19.650 | Norman Levine | Under performer for some time and is coming out of that shell. People are realizing the benefit of the management. The results are coming through. New management is under promising and over delivering and stock is reacting to that. If you get a pullback it will not be a dramatic one. | 2009-10-13 | |
| HOLD | 19.020 | Jeff Parent | Higher highs in June and September. Has cash so there are a lot of acquisition possibilities. In a major area of consolidation at the $18-$19 level. Resistance point is going to be $20-$21. A little rich right now. If it gets above $20 he’ll consider reducing his holdings. | 2009-10-07 | |
| BUY | 19.290 | John Zechner | Better story than Nexen. Have great international products. New Management’s focus is better. One of his favorites. | 2009-10-06 | |
| BUY | 17.860 | Jim Huang | (Market Call Minute.) Oil prices will go up in this company is well positioned in developing new plays. | 2009-10-02 | |
| TOP PICK | 18.630 | Laura Lau | Most reasonably priced senior because in the past it was a value trap.New management is going after longer life cheaper barrels. Doesn't like cats extend but their play there is very small. | 2009-09-30 | |
| BUY | 18.660 | Andrew McCreath | About 50/50 oil and gas. New management has sold off a bunch of conventional gas assets and are moving more towards unconventional gas. Market hasn't decided if this is going to work or not. A cheap stock but for a reason. Potential for a higher rating as the market sees the new team is doing the right thing. | 2009-09-28 | |
| BUY | 19.280 | Jennifer Stevenson | Has been frustrating and trading in a very narrow band. The upside potential is the unconventional resource play. A long-term hold. Next 12 months depends on what they can gear up for results on Marcelus. | 2009-09-22 | |
| BUY on WEAKNESS | 19.420 | Steve Carlin | In the very, very short run he could see this pulling back to the $18 range. | 2009-09-16 | |
| Comment | 19.420 | Joanne A. Hruska, CFA | New management has a new focus on resource plays, which will give them a multiple expansion. Much cheaper than its senior peers. | 2009-09-14 | |
| PAST TOP PICK | 19.160 | Norman Levine | (A Top Pick Sept 5/08. Up 11.18%.) Still a Buy. | 2009-09-11 | |
| BUY | 17.600 | David Baskin | Creative and interesting with its international interests, including Southeast Asia. | 2009-08-31 | |
| BUY on WEAKNESS | 17.900 | Joseph Schachter | Good management and good assets. Below $15 would be a great entry point. | 2009-08-21 | |
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| TOP PICK | 17.900 | John Stephenson | New CEO has come in and has executed a very strong vision. Concentrating on core areas of North America, North Sea and Southeast Asia. Also getting into unconventional gas and oil sands. | 2009-08-21 | |
| DON'T BUY | 17.020 | Steven Conville | Perhaps it is now reacting over value for earnings. There are credit issues. 5 years out, he would not have a problem buying Talisman here. You might be hurt in the next 30-60 Days | 2009-08-17 | |
| BUY | 17.540 | Laura Lau | In the course of a transformation. In the past it was a Value Trap but is now moving to be more conventional which will take 4 to 5 years. Seems to be on track. Attractively priced. Looking for multiple expansion in the next 5 years. | 2009-08-14 | |
| PAST TOP PICK | 16.910 | Glenn MacNeill, P.Eng. | (A Top Pick July 18/08. Down 8.48%.) Undervalued as an oil company. Likes what he sees in it. Buy on weakness. | 2009-08-11 | |
| BUY | 17.160 | Bruce Campbell | (Market Call Minute.) Under $17 is a good entry point. | 2009-08-10 | |
| DON'T BUY | 16.620 | Don Lato | Struggled to prove itself to the public through a change in management. Hasn't hit any huge successes. He would prefer to have his oil money elsewhere. | 2009-08-05 | |
| DON'T BUY | 16.650 | Bill Harris, CFA | Big significant player that throws off tons of cash and just hasn't been able to grow for a while. New management seems to be making the right noises but he can't see it yet. Going into shale gas and other things in a big way and have lots of money to do it with but he just can't see it yet. | 2009-07-31 | |
| Comment | 16.500 | Stan Wong | Because of supply/demand fundamentals, he thinks oil is a little high right now. Long-term, oil is a great place to be. This company beat estimates and earnings revisions have been moving up. He would prefer a name like Canadian Natural Resources (CNQ-T) which has better growth and is better value. | 2009-07-30 | |
| BUY | 17.090 | Michael Sprung | (Market Call Minute.) Extremely well priced. Well managed. A lot of international plays going forward that could lead to significant production increases. | 2009-07-28 | |
| TOP PICK | 17.380 | John Stephenson | Used to hate this one but they have started to do everything right. Have a strategy that they can articulate and are living by. Focusing on their core areas of Southeast Asia, North Sea and North America. Cheap. | 2009-07-24 | |
| Comment | 17.240 | Dean Orrico | Has been undergoing a transition under new management. Disposing of some questionable assets globally and focusing more on the unconventional side. Some concerns on them getting into some of their unconventional plays at the top of the market. | 2009-07-23 | |
| BUY | 16.930 | Veronika Hirsch | New management team has done an incredibly good job. It's just a matter of time before it trades with its peers. Inexpensive. | 2009-07-17 | |
| TOP PICK | 15.690 | John Zechner | Likes oil and wanted something international and diversified. New management is doing a good job. A lot of growth prospects. Valuation is still cheap. | 2009-07-13 | |
| BUY | 16.710 | Laura Lau | (Market Call Minute.) Right now at this price you are getting no credit for turnaround in the stock. | 2009-06-30 | |
| PAST TOP PICK | 16.400 | Michael Sprung | (A Top Pick June 26/08. Down 25.03%.) One of the better stories in the oil patch. Good international diversification. Multiple to cash flow is low. | 2009-06-26 | |
| BUY | 16.530 | Bruce Campbell | Like most of the senior oils it is statistically cheap. Oily with a bit of shale gas. Management has done a good job of focusing. Quite attractive under $17. | 2009-06-25 | |
| TOP PICK | 15.960 | John Stephenson | Not often you can get a senior producer trading at a discount where there is a real inflection point occurring. Have coalesced around unconventional gas in North America. Going to develop the Montney. Showing huge reserve upside in Southeast Asia. | 2009-06-24 | |
| HOLD | 15.760 | Jeff Parent | (Market Call Minute.) Likes the sector but is being very cautious right now. If it doesn't break above $16.50 pretty soon he will lose interest very quickly. | 2009-06-23 | |
| BUY | 16.340 | David Baskin | (Market Call Minute.) Likes their asset mix. | 2009-06-18 | |
| SELL | 16.340 | Peter Brieger | Cheap but has always been cheap but is not quite sure what is going to change the status relative to its peers. Would prefer Canadian Natural Resources (CNQ-T) or Encana (ECA-T). (See Top Picks.) | 2009-06-16 | |
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| BUY | 16.900 | Michael Decter | Likes this, but prefers Crescent Point (CPG.UN-T) and Vermilion (VET.UN-T) energy trusts. Very good company and has room to appreciate in value. | 2009-06-15 | |
| BUY | 17.640 | John Zechner | Thinks growth profile is back in again. Have refocused their growth a little bit away from international and also have more core projects. Balance sheet is in good shape. | 2009-06-11 | |
| PAST TOP PICK | 17.070 | Norman Levine | (A Top Pick June 13/08. Down 30.05%.) Still likes. Undervalued compared to other energy companies. Still trades at a discount to other Canadian producers. New management has been streamlining and getting them out of the less productive more dispersed assets and concentrating on higher-quality assets. | 2009-06-08 | |
| HOLD | 17.390 | David Cockfield | Was a little disappointed in the new president because he seems to be determined to rush off into offshore situations but so far they have been fairly successful and beginning to attract more investors interest. | 2009-06-05 | |
| SELL | 17.490 | Don Vialoux | (Market Call Minute.) A classic energy stock. You buy around the end of November and sell around the end of May each year and you do very well. | 2009-06-02 | |
| TOP PICK | 18.100 | Jennifer Stevenson | A way to play unconventional gas. Inexpensive relative to its peers. A turnaround story with new management. Good numbers coming out of their gas plays, especially in the US. Raised $700 million so expect they will make acquisitions or joint venture. | 2009-06-01 | |
| Comment | 18.100 | Steven Conville | This is a great company and he likes the management. If the world continues to expand its thirst for oil/gas commodities, the 2nd half will be beneficial. | 2009-06-01 | |
| BUY on WEAKNESS | 17.710 | Gerald Allaye-Chan | Great set of unconventional natural gas assets in North America as well as some growth assets of light and sweet crude in Asia. Will be funded by the strong cash flows they are generating from the UK North Sea. Likes the valuation and the balance sheet and would add on a pullback. | 2009-05-29 | |
| PAST TOP PICK | 17.680 | Michael Sprung | (A Top Pick May 29/08. Down 22.1%.) Implementing their new strategic plan in a very effective way. Still a Buy. | 2009-05-27 | |
| BUY | 17.510 | Glenn MacNeill, P.Eng. | Has some deep value compared to the other Canadian large caps and is trading at the lowest valuation of all of them. Likes the company. Diversified globally. Likes this story. | 2009-05-20 | |
| BUY | 16.950 | David Baskin | Just announced a nice discovery of oil off the coast of Norway. With the bank lending freeing up and commodity prices so hot it is possibly a takeover target again. Looking forward to it getting back to $25. | 2009-05-19 | |
| DON'T BUY | 16.360 | Sandy McIntyre | New management is doing a very good job. He is not buying because he does not like the price of oil and he sees the gas price having problems. | 2009-05-14 | |
| BUY | 16.610 | David Driscoll | Have been turning itself around very quietly. Trading at next year's price to cash at about 3.8 times which is fairly cheap. Gotten involved with a big find in Kurdistan where the potential could be quite large. | 2009-05-08 | |
| TOP PICK | 16.100 | Greg A. Taylor, CFA, BBA | Bullish on oil long term. This company has been going through a restructuring over the last year and new management has done a good job of cleaning up. Trading at a big discount to its peers. | 2009-05-07 | |
| BUY on WEAKNESS | 15.910 | Joseph Schachter | Had very good success in Asia. Likes story longer term. Have significant upside potential in current projects | 2009-05-01 | |
| TOP PICK | 14.820 | John Zechner | New management and new appreciation for growth. Cheap, not moved very far off the bottom. Broad ownership. Could be a target for acquisition or could make an acquisition. | 2009-04-23 | |
| TOP PICK | 14.480 | Michael Sprung | Trades at 2 times cash flow. This is an international company. Exposure to north sea, which isn’t that desirable, but it has a strong balance sheet and recently they have shed some assets. Have lots of cash. An extremely well priced company | 2009-04-22 | |
| DON'T BUY | 14.480 | Brian Acker, CA | Model $14.19. | 2009-04-21 | |
| SELL ON STRENGTH | 15.220 | Nick Majendie | Not as likely as others for a take-over. Would start to pare back a position. | 2009-04-16 | |
| TOP PICK | 14.900 | Joanne A. Hruska, CFA | They sold a lot less production to get a lot more money. No debt issue. It’s time for this to turn around. The risk is that it has already come off its lows and the market pulls back. | 2009-04-15 | |
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| BUY | 14.650 | David Baskin | Market Call Minute. Loves their suit of oil plays. | 2009-04-14 | |
| BUY on WEAKNESS | 14.580 | Rick Stuchberry | Thinks you can buy any of the oily stocks. Don't chase them. The market will give you opportunities with pullbacks. | 2009-04-03 | |
| WAIT | 14.280 | Veronika Hirsch | On a 3-year horizon it is not too late to own the stock. New management team has been getting credit for delivering on what they have promised. Divesting some assets and concentrating on resource plays, which is a fantastic strategy. Would wait for a day when oil is down. | 2009-04-02 | |
| PAST TOP PICK | 12.950 | Norman Levine | (A Top Pick April 10/08. Down 33.4%.) Was almost his Top Pick again. | 2009-03-30 | |
| BUY on WEAKNESS | 12.950 | Norman Levine | Believes the price of oil has bottomed. This is an excellent way to play that. Continues to streamline its operations. Could see a temporary selloff in oil stocks. | 2009-03-30 | |
| BUY | 13.140 | Jim Huang | Good company. New president with new vision but takes a while to execute. Likes it because it is cheap. Good leverage to oil prices. | 2009-03-27 | |
| BUY | 13.680 | Dennis Da Silva | Encouraged by what they are doing so far such as their sale of their southeast Saskatchewan asset for a good price. Part of their plan to refocus on unconventional assets. Very clean balance sheet. Love their hedges. | 2009-03-26 | |
| BUY | 14.470 | Gavin Graham | (Market Call Minute.) On the Buy list if you are looking for another takeover target in the oil patch. | 2009-03-23 | |
| TOP PICK | 13.950 | Greg A. Taylor, CFA, BBA | Probably one of the best ones to hold any oil space right now. Becoming more positive on oil as a commodity. New management has done a really good job in consolidating positions. Sold some Bakken assets at a great price. | 2009-03-19 | |
| BUY | 13.490 | Michael Smedley | Buy and wait for the uptrend in oil which always comes. Selling some assets. | 2009-03-17 | |
| BUY | 12.700 | John Zechner | One of his largest holdings in the energy sector. Exactly what he likes, international, more oil than gas, growth and well financed. | 2009-03-16 | |
| TOP PICK | 12.990 | David Baskin | Thinks there is a gradual resurgence in the price of energy. Oil companies make a lot of money when oil is anywhere north of $40 or $50. Have some terrific resources in Southeast Asia. | 2009-03-12 | |
| TOP PICK | 12.510 | Michael Sprung | Strong balance sheet. Well-managed. Internationally diversified. Outlook for energy longer-term is quite positive. Great assets. | 2009-03-10 | |
| BUY | 11.440 | John Stephenson | (Market Call Minute.) An improving story. Cheap as can be and finally seem to be turning the corner. | 2009-03-06 | |
| HOLD | 11.380 | Brendan Caldwell | One of the best energy companies in the country but he is not bullish on energy at this time. His one concern is that they always seem to get themselves into the worst PR jams. | 2009-03-05 | |
| PAST TOP PICK | 11.950 | Norman Levine | (A Top Pick Feb 26/02. Down 31.4%.) | 2009-02-27 | |
| BUY | 10.010 | Bruce Campbell | If you are bullish on oil this is a good entry point. At this point, the risk is almost all oil price. This is not his favourite. | 2009-02-23 | |
| Comment | 12.810 | Dean Orrico | For years it has been a “show me” story. Company continues to be transitioning under new management. Trying to become an unconventional gas play. | 2009-02-06 | |
| BUY | 11.670 | Michael Sprung | (Market Call Minute.) One of the better international oil/gas companies. Very strong on the development front. Compelling valuations. | 2009-02-02 | |
| TOP PICK | 11.950 | Norman Levine | (A Top Pick Jan 7/08. Down 35.9%.) New management has been getting rid of non-core assets and building up shale (Quebec), etc. positioning themselves for when energy prices start to come up and become exceedingly profitable. | 2009-01-27 | |
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| DON'T BUY | 11.760 | Brendan Caldwell | Hasn't been hit ridiculously hard relative to the way energy stocks have performed but he is having a hard time being bullish on energy, as he doesn't see an economic recovery in the near future. | 2009-01-19 |
