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| HOLD | 16.350 | Bill Carrigan | Sector got frightened by the massive drop in natural gas and then there was the announcement by companies that they were going to reduce production. Chart is now showing a higher low. You should be okay with this. | 2012-01-27 | |
| HOLD | 16.010 | Jeff Parent B. Eng. FCSI | Hold off on this one right now. A consolidation at about $16.50 level. If you hold there you will o well, but if it drops to $15 there is not a lot of support and you have to exit. Probably a dollar rally in the next few months, so you probably have to exit these stocks. | 2012-01-26 | |
| TOP PICK | 16.450 | Eric Nuttall | Suffering from weak nat gas. Thinks it should not affect it. Canadian margins are remaining strong. An absolute essential service. This stocks hold, at some time, should trade at 5 times current multiple. | 2012-01-24 | |
| BUY | 18.190 | Bruce Campbell | (Market Call Minute.) Service companies look very cheap but have not acted particularly well. Trades at under 10X earnings. | 2012-01-03 | |
| DON'T BUY | 18.210 | Jeff Parent B. Eng. FCSI | Fundamentally, it looks great. Getting very close to selling his holdings because he doesn't see a continuation of an upward trend on the charts. $20 is going to be a big resistance level for this one. If it dropped to $17.50 he would get out of it completely. | 2011-12-02 | |
| TOP PICK | 17.410 | Eric Nuttall | Tremendous amount of confusion and misinformation on spending for 2012. Also concern about margin erosion in the US. Even in the worst case scenario the stock is more than discounting this. Trades at 3.5X enterprise value to cash flow while its historical range is 5 to 10. Have visibility almost out to the end of 2012. | 2011-11-30 | |
| Comment | 19.000 | Peter Brieger | Surprising it has not been a good performing stock considering the business they are in. Gaining popularity in shale gas. Would think it would look a lot better. Will look at it when it has proven itself. | 2011-11-08 | |
| HOLD | 17.800 | Jason Donville | This is a good one, but he has some wellness services he favours more. It's never the same day to day but currently is favourite is Total Energy Services (TOT-T). As long as oil is $80 or above, well services companies are good. | 2011-10-17 | |
| TOP PICK | 15.920 | Andrew Hamlin | This is a play on increased horizontal drilling. Horizontal drilling has increased from about 50% a few years ago to about 75% now. Well contracted through 2013. | 2011-10-07 | |
| PAST TOP PICK | 22.230 | Brendan Caldwell | (A Top Pick March 14/11. Up 12.58%.) | 2011-05-03 | |
| TOP PICK | 20.430 | Brendan Caldwell | He is looking for a way to participate in the energy sector with companies that have not yet moved. This is a company that provides equipment to drilling companies. Looks good technically. No exposure to the North Africa. Because of the difficulties in Japan, there may be less Nuclear going on. | 2011-03-14 | |
| HOLD | 20.580 | Jason Donville | Oil/gas service. Expect there will be fantastic Q4 earnings for all the companies in this space. Can go higher. Prefers Phoenix (PHX-T) because he wants higher return on capital businesses. | 2011-01-20 | |
| BUY | 20.910 | John Stephenson | Service sector has been a phenomenal place to be and this is a way to play it. Expect a rally will continue until mid to late February but could pull back at that point. A re-entry could be made in the June-July time period. | 2011-01-17 | |
| BUY | 20.030 | John Stephenson | (Market Call Minute.) Great geographic diversification and good earnings stream. | 2010-11-26 | |
| BUY | 18.770 | Derek Webb, CFA | Due to new technology we are finding tones of gas in oil shales. We have an over supply of gas. They have the greatest earnings leverage to what is going on. | 2010-11-04 | |
| HOLD | 17.080 | Eric Nuttall | Underlying fundamentals of fracing is extremely sound. Chatter is that Q3 will be exceptionally strong and well above consensus estimates. Stock could have a pop. There are concerns about an oversupply of frac equipment next year. Ride it out going through the Q2 earnings and then Sell. | 2010-10-27 | |
| TOP PICK | 13.500 | Robert Lyon | One of the big pressure pumpers in Canada offering services to the oil/gas business. Horizontal drilling needs big pressure pumping capacity. | 2010-04-09 | |
| PAST TOP PICK | 13.750 | Michael Smedley | (Top Pick Mar 17/09, Up 118.4%) Building a great business in Russia in well services. | 2010-02-23 | |
| PAST TOP PICK | 10.890 | Steve Carlin | (A Top Pick June 3/08. Down 52.86%. Has moved to a different investment firm.) Sold his holdings at $18 so would have been down 22.4%. | 2009-06-19 | |
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| PAST TOP PICK | 9.430 | Steve Carlin | (A Top Pick June 3/08. Down 57.94 %.) This was based on an oil price that he thought was going to stay stable and better natural gas prices. Too early to invest in this group right now. If you own, Sell for tax losses. | 2009-05-12 | |
| DON'T BUY | 9.000 | Robert McWhirter | Challenge is a lot of Natural Gas wells are either being shut in or not being drilled. Earnings expected to drop this year. | 2009-04-29 | |
| TOP PICK | 6.450 | Michael Smedley | Well services. This is a play on the great recovery of oil prices and stocks. Located in Russia, US and Canada and very successfully. Contrarian play. 1.5% yield. | 2009-03-17 | |
| WAIT | 21.800 | Jean-Francois Tardif | 2nd quarter will be coming out soon and will be very ugly. 2nd quarter for the drillers in Canada is always bad. Shale plays need a lot of fraqing so these companies will be extremely busy for years to come. Outlook is outstanding. Wait for the 2nd quarter. | 2008-07-15 | |
| TOP PICK | 23.200 | Steve Carlin | Pressure pumping and fracking. Oil drilling in Western Canada will be very strong next year as there are a lot of resource plays. Expecting earnings to go up. | 2008-06-03 | |
| BUY | 22.050 | Glenn MacNeill, P.Eng. | Numbers for the first quarter were not good but would hope the numbers over the remaining year would be good. | 2008-05-16 | |
| BUY | 17.170 | Michael Smedley | (Market Call Minute.) A tremendous company and also has brilliance in Russia. | 2007-12-12 | |
| HOLD | 20.520 | Ron Meisels | This is base building and is re-testing its $18 level. | 2007-09-27 | |
| PARTIAL BUY | 20.200 | John Stephenson | Have fairly substantial Russian operations in Siberia. There is some potential for political risk, but Russia is going great guns. US has continued having pretty good levels of drilling. He is not terribly bullish on Canadian oil services stocks in general but this is one you could start with. | 2007-09-26 | |
| TOP PICK | 19.920 | Peter Brieger | 30% of its business comes from Russia and is growing dramatically. Recently bought into the US. Likes companies that are expanding outside of Canada. | 2007-09-25 | |
| BUY | 18.300 | Peter Brieger | Falloff has to do with natural gas prices and the slowdown in drilling. Offsetting this, they are very active in the US through its fracturing and cementing business. Is also doing major work in Russia. Earnings estimates have been cut for this year and | 2007-08-28 | |
| HOLD | 22.700 | Joseph Schachter | Extremely well managed. Backed off with a weaker natural gas environment. If there is recovery in the 2nd half, it could go to all-time highs. | 2007-07-20 | |
| HOLD | 22.280 | Jeff Parent B. Eng. FCSI | Energy services are bottoming out. Support level is at $19.25 and if it breaks through that it will just keep dropping. There will be a lot of resistance around $23. Start selling at $21 and definitely be out at about $19. | 2007-07-06 | |
| BUY | 25.500 | Peter Brieger | Entered the US market where there is huge potential. Looking for a minimum 10%-15% annual return. | 2007-05-16 | |
| BUY | 24.870 | Bill Harris, CFA | Only 3 oil service companies that he would own. This one is a great technology stock in this space. Lots of exposure to Russia so earnings are less volatile than a western Canadian play. Also in the US. Other 2 would-be Ensign (ESI-T) and Precision (PD-T). | 2007-04-13 | |
| BUY | 23.550 | Peter Brieger | Probably more money to be made in the oil service area than in oil itself. He is buying Zed.i Solutions (ZED-X), Trican (TCW-T) and Pason (PSI-T) for new accounts. | 2007-04-04 | |
| TOP PICK | 23.150 | Peter Brieger | A world-class leader in terms of the fracing business. Have a stranglehold on the Canadian market. Have been in Russia for several years and have recently expanded into the US. | 2007-02-19 | |
| TOP PICK | 21.650 | Peter Brieger | Made an acquisition of a US company, Liberty Pressure Pumping, in the same activity and is active in some key fields in Texas. The acquisition is substantially accretive to their earnings. Probably the first of a number of US acquisitions. Expects US institutional interest will increase. | 2007-02-02 | |
| BUY | 20.870 | Chyanne Fickes | Probably one of the best oil service companies out there. Spectacular management and they are in the high end of the market with high margins. Stock has been knocked down with natural gas problems. Probably a good contrarian play. | 2006-12-18 | |
| HOLD | 20.150 | Peter Hodson | Energy services space has been really hit. As colder weather comes, these stocks tend to do better. Great management team and well run. Great assets. If you own, don't sell until March/April. | 2006-11-20 | |
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| DON'T BUY | 17.180 | Chyanne Fickes | This company has been hit badly because of the gas situation. They are more deep well oriented. They have great management and international exposure in Russia. Would pick this company over others in this sector. But sector has not done well. | 2006-10-02 | |
| BUY | 20.970 | David Driscoll | Focused on natural gas. Less risk with drillers then with gas producers. Likes this one for the long-term. In the near term, it will be very volatile. There will be a shortage of natural gas long-term. Political risk in Russia is much diminished. | 2006-09-14 | |
| BUY | 22.940 | Martin Hubbes, CFA | This will bounce around with the price of energy. Given the requirements for new drilling and a lot of the new wells require fracking, this kind of company is a wonderful investment long-term. | 2006-09-01 | |
| BUY | 23.380 | David Driscoll | Similar performance as with oil/gas stocks but with half the risk. Can see more of a shortage in natural gas in the future. | 2006-08-17 | |
| BUY | 24.150 | Peter Brieger | His 2nd favourite energy service stock. Likes this sector. There might be some short-term weakness because of the slowdown in shallow drilling. | 2006-08-09 | |
| TOP PICK | 24.590 | David Driscoll | Rather than being in the oil energy patch, he would rather be with these servicers and drillers. Fully into natural gas and feels that gas is in much shorter supply then oil. Cash flows are rising at a huge rate. | 2006-07-26 | |
| BUY | 21.900 | Peter Brieger | Likes this sector and he has elected to go with this company although he hasn't bought it yet. | 2006-06-12 | |
| DON'T BUY | 23.150 | Bill Harris, CFA | Has extraordinary technology but is quite expensive. | 2006-06-09 | |
| BUY | 26.050 | Ravi Sood | Fracturing business is a very hot space. Prefers this one over Calfrac (CFW-T). Feels both will convert to an income trust model in the next 24 months. Current price is probably factoring this in. | 2006-05-26 | |
| BUY | 47.390 | John Stephenson | Most of the drilling and servers work in Canada is going to the gas projects and is more and more towards coal bed methane gas. | 2006-05-19 | |
| BUY | 53.000 | Peter Brieger | Oil/gas servicing. Very cheap stock relative to the industries P/E. | 2006-04-03 | |
| BUY | 51.450 | Peter Hodson | The sector has taken a bit of a hit because of fears of declining capital expenditures from the producers. Feels that the fears are very much overblown. A very well-run company. A cyclical play that should be good for 3/4 years. | 2006-03-27 | |
| TOP PICK | 49.850 | Wilf Gobert | The largest independent company in natural gas well fracturing. This whole business is so strong that he would own both Calfrac Well Service (CFW-T) and Trican Well Service (TCW-T). | 2006-03-20 | |
| VAGUE | 52.590 | Glenn MacNeill, P.Eng. | Likes it better than Ensign, but it is expensive. | 2006-02-22 | |
| BUY | 51.820 | Veronika Hirsch | There is a shortage of fracturing services, so they are in demand. Tries to buy any time there is a dip in the price. | 2006-02-16 | |
| BUY | 54.200 | David Baskin | With natural gas where it is, companies like this are going to have fabulous years. With energy at these kinds of prices, everybody is going to be drilling like crazy. This is partly reflected in the prices. Everybody should all at least one of these companies. | 2005-12-19 | |
| BUY | 48.500 | Fred Pynn | Unlike the oil sector which is going to be impacted in the short term by energy prices, the service sector is operating flat out. These companies are all going to report record results. Doesn't know that he would build a big position right now and paying a record price. | 2005-11-30 | |
| BUY | 46.200 | Peter Brieger | They provide a lot of fracturing of difficult formations to allow gas/oil to flow more freely. | 2005-11-15 | |
| BUY | 47.750 | John Stephenson | Likes the drillers and this would be a great name to own. A great way to play the oil sector. | 2005-11-07 | |
| BUY | 40.380 | Peter Brieger | A great company. One of the premier plays in the service area. | 2005-10-18 | |
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| HOLD | 42.200 | Joseph Schachter | Doesn't follow this sector. The industry of oil services is one that you want to be involved in. In the cycle of the next 3 to 5 years they will have immense pricing power which means immense profit expansion. | 2005-09-26 | |
| DON'T BUY | 36.020 | David Baskin | All the small oil service companies have had a terrific run. Smaller ones have a lot of volatility so would play the bigger names instead. | 2005-08-16 | |
| BUY on WEAKNESS | 36.180 | Veronika Hirsch | Loves the management team. Expecting the 2nd quarter for a lot of these drillers and service companies to be weak because of the incredible amount of rain in Calgary. Will be buying if there is any dip in these stocks. | 2005-07-27 | |
| PAST TOP PICK | 31.440 | John Stephenson | (A Top Pick Mar 30/05. Up 26%.) This is the time to be looking at drillers and oil service companies as there is record drilling activity happening out in western Canada. Day rates are going up and their level of activity is going up. | 2005-06-21 | |
| BUY | 25.850 | Michael Smedley | On a bit of a pause and he can't see any reason why it shouldn't start moving in its own time. You can be halfway comfortable with their Russion operations. A very high quality company. | 2005-05-25 | |
| BUY | 73.850 | Chris Fernyc | Likes both Calfrac (CFW-T) and Trican (TCW-T). The pressure pumping business and the oil services industry is tremendously profitable. There's only about 4/5 players. It's very rational and necessary. | 2005-04-14 | |
| BUY | 78.000 | Peter Brieger | Compared them with Calfrac (CFW-T) and between the two would probably choose this one but would be happy with either of them. Likes the service area as a low risk way to play the oil/gas sector. | 2005-04-05 | |
| TOP PICK | 75.000 | John Stephenson | Should do very well. Less of a risk than oil/gas plays. Growing with natural gas demands. Tremendous growth in earnings. | 2005-03-30 | |
| DON'T BUY | 78.500 | David Taylor, MBA, CFA | Has had a fabulous run, but wouldn't step in at this price. | 2005-02-02 | |
| PAST TOP PICK | 72.750 | Veronika Hirsch | (A Top Pick Nov 4/04. Up 50%.) Still likes. They might change into an income trust. Their Russian subsiduary is doing extremely well. Still a lot of growth left in spite of their run-up. Not expensive. | 2005-01-28 | |
| BUY | 69.350 | Peter Brieger | Very cheap. One of the leading Canadian companies active in Russia helping to rescusitate the infrastructure.Expects much higher numbers over the next few years. | 2005-01-13 | |
| BUY | 69.220 | David Burrows | Oil service industry has been doing very well and it looks like oil companies are going to do a lot of drilling. Just remember that when the market starts to weaken, it can affect a lot of stocks. Would be comfortable with this stock. | 2005-01-12 | |
| PAST TOP PICK | 68.000 | Robert Lyon | (A Top Pick Aug 5/04. Up 46%.) Great company and good growth. Still holding on. | 2005-01-11 | |
| DON'T BUY | 64.120 | Bill Harris, CFA | A phenominal Cdn company in terms of technology and pushing the envelope in what they do. Dominates the fracking space. Has gotten expensive. | 2005-01-07 | |
| BUY | 64.120 | Werner Muehelemann | YOu have to be positive on energy prices to own this type of stock. Mostly focused on cracking. Cheap. The winter season is when the energy service companies do their best. | 2005-01-06 | |
| BUY | 58.110 | Gavin Graham | Likes the whole oil sector. All of the drillers are going to be beneficiaries as they will have to drill more wells just to maintain the output. | 2004-12-13 | |
| BUY | 50.100 | Peter Brieger | "Oil service" is the route to go if you are playing the long term energy growth. Lower risk than buying the producers. Also likes Pason, but this is cheaper and also operates in Russia. | 2004-11-16 | |
| TOP PICK | 48.710 | Veronika Hirsch | Fabulous management. Good exposure to the parts of sectors that are doing well. Have just started servicing the coal bed methane part of the drilling, which in Canada is well behind the US. Some good exposure in Russia. A lot of growth for them. | 2004-11-04 | |
| TOP PICK | 43.970 | Robert Lyon | Will earn more than $3 this year and near $4 next year. Gas wells need more pumping and fracking than has ever been needed. Should go up from here. Strong balance sheet. | 2004-08-05 | |
| STRONG BUY | 34.500 | David Taylor, MBA, CFA | Extremely illiquid which is okay for retail investors. Thinks the earnings are going to grow significantly. They are a market leader. | 2004-04-06 | |
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| BUY | 32.490 | David Cockfield | Very positive on all the drillers. An area that you can put money in to and expect reasonable results, probably for the next 2/3 years. | 2004-03-05 | |
| BUY | 33.450 | Peter Hodson | Likes the sector a lot. As long as the industry is going the right way, they should do very well. | 2004-03-02 | |
| BUY | 21.100 | Andrew McCreath | Steady Eddie kind of company. Well run. Good margins. | 2003-06-13 | |
| BUY | 20.650 | Peter Brieger | Precision Drilling is talking about a need for 20,000/22,000 new wells to be drilled just to stay even with the demand. | 2003-05-02 | |
| PAST TOP PICK | 19.250 | Peter Brieger | (Was a top pick on Feb 26. Down 13.5%.) Still likes. Very strong earnings growth. | 2003-04-10 | |
| BUY | 19.750 | Peter Brieger | Still likes. Expanding. | 2003-02-07 | |
| BUY | 19.750 | Peter Hodson | Second half of this year should be phenomanal for this sector. A well run company. | 2003-02-04 | |
| TOP PICK | 17.400 | Peter Brieger | Drilling has grown substantially in the last while and should continue. Possible takeover. | 2002-10-23 | |
| TOP PICK | 16.780 | Peter Brieger | (Was a top pick on Sept 9 also. Down 1.5%) Expects drilling will increase next year. | 2002-10-03 | |
| TOP PICK | 16.800 | Peter Brieger | (Was a top pick on July 31. No change.) Expect it to go much higher. | 2002-09-09 | |
| TOP PICK | 15.800 | Peter Brieger | Expects US oil companies will be looking at taking them out. | 2002-08-14 | |
| TOP PICK | 16.750 | Peter Brieger | (Was a top pick on May 24. Down 20%) Still likes. Good price. | 2002-07-31 | |
| TOP PICK | 19.750 | Peter Brieger | Good price. Could be a takeover. | 2002-06-07 | |
| TOP PICK | 20.000 | Peter Brieger | A good long term hold.Still likes. | 2002-05-24 | |
| DON'T BUY | 17.400 | Glenn MacNeill, P.Eng. | Has moved well. Buy on weakness. Volatile. | 2002-05-07 | |
| TOP PICK | 16.350 | Peter Brieger | Sells at 10 X next years earnings so its cheap. Could be acquired. | 2002-03-27 | |
| TOP PICK | 16.500 | Peter Brieger | Cheap and a takeover candidate. | 2002-03-19 | |
| BUY | 17.650 | Fred Sturm | One of their favourite small caps. | 2001-08-02 |
