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| TOP PICK | 18.590 | Jason Donville | 3 divisions within the company giving you a broad diversity to a lot of different areas. One of them is compression, which is not that common. Good management. On a valuation trade-off, this is one of the best priced oil/gas services in Canada. | 2012-03-05 | |
| BUY | 18.770 | Jim Huang | Good management team. Inexpensive. Well diversified. Getting into tank storage business, which is exciting. | 2012-03-01 | |
| WAIT | 17.400 | James Hodgins | Fantastic company. They do a great job of knowing where the next big play is going to be and either moving rigs or purchasing some in the area. Fantastic ROE. They continue to do quite well. Looks pricey here and given his negative opinion on commodities, he would not buy now. | 2011-12-29 | |
| BUY | 16.950 | Jason Donville | Still a buy. Went down for no particular reason and then up again. He has no intention of selling it. | 2011-12-12 | |
| Comment | 13.460 | James Hodgins | Owning over a 3-5 year time period? Over that period of time, this would be fine but over the next 12 months, it will be a difficult space to be in. Fantastic management. | 2011-10-20 | |
| BUY | 13.330 | Jason Donville | He likes return on capital and the CEO of this company gets that. Tend to grow their business in the down cycle so they have assets at the right time. Fantastic management team. | 2011-10-17 | |
| TOP PICK | 13.160 | Jason Donville | Good management team and really well diversified. With the price of oil going sideways, the producers are not the place to be. With oil at $85 they are busy and are making lots of money. Demand for rental services is high. | 2011-09-08 | |
| STRONG BUY | 13.990 | Jason Donville | (A Top Pick Feb 24/10.) Had a fantastic run over the last 12 months but with the spring break up, this sector cooled off. This one is fundamentally strong and is hitting his numbers. Sees it going to $30 in the next 12-18 months. | 2011-05-25 | |
| Comment | 13.820 | Andrew Cook | Service sector as a whole has a lot of wind at its back. The pullback in the share price is not unusual in a market like this. | 2011-05-19 | |
| TOP PICK | 11.980 | Ron Meisels | Had a breakout after a long congested area at around $10 indicating a demand for the stock. Also had a huge head and shoulders pattern. | 2010-11-24 | |
| TOP PICK | 9.140 | Jason Donville | Just started buying this stock recently. A cyclical kind of name. Extremely well positioned for an upturn in drilling activity. Just completed an acquisition. Expects strong guidance for the next year. Get it around $9. If Nat Gas prices reverse themselves it takes some of the glamour out. | 2010-02-24 | |
| BUY on WEAKNESS | 8.700 | Michael Simpson, CFA | Energy services company. Have talking, rental equipment, and compressors. With the recovery in gas prices and their exposure to northeast B.C., he likes it a lot. Very conservative management team and they own about 25% of the company. | 2008-05-14 | |
| DON'T BUY | 7.550 | John Stephenson | Generally avoid owning oil services. The Canadian companies generally trade at a premium to the US, plus it's a trust and they have to distribute. Also, producers have been cutting back on expenditures. | 2008-03-05 | |
| DON'T BUY | 11.250 | Chris Rankin, MBA, CFA | Oil field services exposure. Hard to see oil field services appreciating right now. | 2007-06-08 | |
| PAST TOP PICK | 11.270 | Michael Simpson, CFA | (A Top Pick Mar 31/06. Down 33.7%.) Provides drilling and service rigs, etc. Sold his holdings, but continues to look at it. Pretty cheap on a cash flow basis, but is concerned about lack of drilling in the next few months. Good management. | 2007-03-20 | |
| PAST TOP PICK | 10.940 | Michael Simpson, CFA | (A Top Pick March 31/06. Down 37.1%.) An oil/gas service company. Low debt and 50% payout ratio. Little exposure to shallow gas. Still likes. | 2006-11-03 | |
| BUY | 15.250 | David Taylor, MBA, CFA | Gives you the diversification of compression and oil/gas rental. Could be a takeover. | 2006-06-14 | |
| TOP PICK | 17.000 | Michael Simpson, CFA | An oil/gas drilling and service company. They have the 11 rigs with 2 more on the way. Very conservative management. 52% payout ratio. Debt to cash flow is very reasonable. Likes their prospects going forward to increase their cash flow and increase their distributions. | 2006-03-31 | |
| BUY | 16.900 | Michele Robitaille | Total Energy is a good little company which focuses on the oil service sector. It provides drilling and production to the oil and gas industries in Northern and Western Canada. Great run over the last year. It is one of the better positioned trusts in the market. Well positioned in regards to a conservative balance sheet. Payout ratio is 41%. They have a good management team. Next year looks really good for them. | 2006-03-17 | |
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| DON'T BUY | 17.410 | David Taylor, MBA, CFA | Has done very well but wouldn't recommend anyone stepping into it right now. | 2005-12-20 | |
| HOLD | 13.980 | David Taylor, MBA, CFA | On a valuation basis still trades at a discount. Distributions should increase. Yield is very attractive. Reduce your weighting when it reaches $15. Likes this company. | 2005-08-29 | |
| BUY | 11.350 | Veronika Hirsch | Loves the management team. Likes the energy service sector and would keep buying on any dips. | 2005-07-27 |
