STOCKCHASE

The preeminent natural gas company in Canada. Pedigree management from 2 very successful companies that were ultimately taken over by majors. Full value of the assets is tremendous.

2012-05-14

TOP PICK

19.290

Jason Mayer

Gas bulls, so this is the go-to in the intermediate in the space. Expansive land base in which they can drill either gas or oil. Tremendous balance sheet and AAA management team. Near a bottom. Should eventually get bought out in 3-5 years.

2012-04-19

Comment

22.020

Mason Granger

If you have a short list of gas stocks that you want to get constructive on if you feel there is going to be a good recovery, this one would almost top the list. Great cost structure. Good management. (Recently participated in a flow-through share offering.)

2012-03-29

BUY

24.000

Robert Lauzon

(Market Call Minute) Lowest cost gas producer in Canada.

2012-03-23

WAIT

23.400

Loves the company but is not a fan of the share price. 90% Nat. Gas. You should wait a couple of months to buy it.

2012-03-19

TOP PICK

23.100

John O'Connell, CFA

Lowest cost Liquid-Rich Nat Gas producer in Canada. Amazing balance sheet. 8x cash flow. Can survive this Nat Gas storm no problem. This is a $30-$40 stock in a take-out

2012-03-12

Comment

25.320

Mason Granger

Doesn't like the fundamentals of gas. Feels gas is going to stay range bound in the $2.50-$3 range. In spite of this, this company has great cost structure, fantastic balance sheet and good management.

2012-02-24

BUY

25.330

Steve Carlin

(A Top Pick Feb 10/11. Up 5.01%.) Incredibly well-positioned Canadian-based company. The big knock is that it primarily produces natural gas, which has put the stock in the penalty box. A low-cost producer. Have a million acres of land. If interested in gas, this would be the one to own. Will stay weak for the next 6 to 9 months.

2012-02-22

BUY

25.330

John O'Connell, CFA

Great management team with a great long-term track record. Stock came off very sharply as natural gas prices corrected. Trading at a very reasonable valuation. Lowest cost producer. Fantastic balance sheet.

2012-02-22

Comment

25.070

Bruce Campbell

Liquids rich gas with a lot of growth. Stocks have got hit. Has one that he prefers because he thinks the growth will be a bit better. (See Top Picks.)

2012-02-06

TOP PICK

25.020

(Top pick Feb 22/11, Up 1.17%) Went public in 2009 and did everything right. Costs of production are about $0.50. Tremendous ability to stay in the game and weather the storm. We are going to see gas prices rebound somewhere down the road. Doubled production over last year and looks to be doubling over next 3 to 4 years and yet price is up only 15-20% from IPO. Someone might take a run at them and take advantage of the low prices.

2012-02-02

TOP PICK

23.360

Dennis Da Silva

Nat Gas star. Cream of the crop if you look at management teams. You can see where it was when gas was in the $3 range.

2012-01-24

BUY

23.360

Always traded at a bit of a premium. A name where it would be one of the first Nat gas stocks to move. At the top of his list. Will buy at $22.

2012-01-24

TOP PICK

26.870

John O'Connell, CFA

Great management. Debt free. Very, very rapid production growth. Recently raised money and management put $50 million of their own in. Proven track record. Good price.

2012-01-09

PAST TOP PICK

28.490

(Top Pick Dec 16/10, Up 28.04%) Lowest cost producer, best growth profile, best natural gas company in North America, probably will buy more if price comes off a little bit more.

2011-12-13

DON'T BUY

30.550

Trading at around 18X this year's cash flow. They have the ability to grow production materially and with very strong visibility. Too high for his liking.

2011-11-30

PAST TOP PICK

29.810

(A Top Pick Dec 16/10 Down 48.96%.) His only natural gas holding. Hard to recommend it as it is so expensive. He has taken a little bit of money out of it but hopes to ride it out. Probable takeover target.

2011-11-22

PAST TOP PICK

32.110

(Top Pick Dec 16’2010 Up 62.48%)

2011-10-19

TOP PICK

32.260

Greg Newman

[The program signal failed at this point during the broadcast. The web site did not record a clip for top picks. No opinions could be recorded here]

2011-09-22

TOP PICK

33.620

Just did it an equity issue for $33, which was well oversubscribed. This was to fund an increase in their exploration budget next year to $565 million. Great opportunities in great land positions. Good management.

2011-09-21

BUY

32.240

Robert Lauzon

One of his top holdings and probably the most expensive stock. Management has created value for shareholders. Anyone that can create billions for shareholders will always garner that multiple. Lots of running room and room to exploit what they have over the next 10-15 years. They are buy land that is accretive. Keep expanding their inventory and accumulating undeveloped land. Will never sell. May trim from time to time.

2011-09-12

Comment

31.800

Robert McWhirter

Current earnings outlook on a price to cash flow basis is 18X. 55% cash flow growth forecasted for 2012. Not cheap at 11.6X. The advantage is they gush huge amounts of cash flow and pay back their wells in anywhere from 12 or 6 months or less. Significant land positions.

2011-08-26

DON'T BUY

33.090

People want to own the stock because of the CEO because of past success and they did this stock up to a valuation that he is not willing to pay. Extremely well run. Good land spread. Prefers others.

2011-08-16

BUY

30.920

John Stephenson

Not cheap but above average growth. Going to grow at roughly 20% per year. Is a consolidator. One of the better-managed names.

2011-06-06

BUY

27.890

Bought at new issue. Great management team. He had to stretch his GARP system to buy it. Tremendous land bank in western Canada. He would still be buyer of the stock right here.

2011-05-18

TOP PICK

23.950

Same management team that sold other companies. Established terrific landmass in peace river and deep basin areas of Alberta and BC. If history repeats itself you are looking 4-5 years out for a huge return. Long-term hold.

2011-02-22

TOP PICK

23.950

Steve Carlin

Natural gas. Management team has a stellar track record. Will triple production over the next few years with a very aggressive capital expenditure program. A lot of liquid rich natural gas and can break even on a $3.65 gas price and can make very acceptable returns on current $4 pricing. Over 1 million acres gives them lots of runway for growth over the next few years.

2011-02-10

TOP PICK

24.500

Not cheap, but so low cost that it can still make its economic rate of return even in these natural gas prices and feels it can double its production in the next 3 years. You still get the profitability and if natural gas ever goes up, you are still going to be in business.

2011-01-24

TOP PICK

22.090

Good fundamentals and a solid land base in B.C. and Alberta. Very competent management. Prominently gas.

2011-01-12

TOP PICK

20.200

Almost, if not, the low cost gas producer in North America. Expensive, but has the ability to double.

2010-12-16

TOP PICK

33.620