| 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 | |
| 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 | |
Experts that have talked about Total Energy Services Trust
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