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| HOLD | 7.050 | John Stephenson | (Market Call Minute) Valuation is a little rich. | 2010-03-05 | |
| WATCH | 6.530 | John Stephenson | Likes the name. You could buy but he would wait for further results in the Cardium play. Very good management. | 2010-01-22 | |
| PAST TOP PICK | 6.650 | Andrew Cook | (A Top Pick Apr 4/09. Up 66%.) Just sold his holdings. Was getting overbought on a technical basis. Would buy again on weakness. About 80% natural gas and also has a Cardium oil play that is getting a lot of attention. | 2010-01-20 | |
| WATCH | 6.650 | Glenn MacNeill, P.Eng. | Gas weighted in the Montney northwest Alberta, the most prolific and economic play. If you like gas this would be the one. He is inclined to wait until spring to see how much gas is around. | 2010-01-19 | |
| BUY on WEAKNESS | 6.520 | Jeff Parent | Just announced 09 numbers, which were very positive. Stock jumped 15%. Support is probably around $4.80. Wouldn't be surprised to see a pullback to $6-$6.10. Technically he can see a trading up to about $8. | 2010-01-15 | |
| HOLD | 5.430 | Joanne A. Hruska, CFA | Gas weighted. Had a little bit too much debt last year so the stock price came off quite a bit but is now starting to move up. Valuations are good but have to do something with their debt. | 2010-01-13 | |
| PAST TOP PICK | 3.730 | Andrew Cook | (A Top Pick April 24/09. Down 4.5%.) Still a Buy. | 2009-11-30 | |
| BUY | 4.090 | John Stephenson | Small but has a pretty good balance sheet and is a low-cost producer. Pretty good drill results. | 2009-11-09 | |
| PAST TOP PICK | 3.870 | Andrew Cook | (A Top Pick Apr 24/09. Down 3.8%.) Natural gas producer. Great asset base. Will be doing a fair amount of drilling activity over the next 6 months. | 2009-10-28 | |
| PAST TOP PICK | 4.750 | Joseph Schachter | (Top Pick Nov 14/08, Down 25%) Because of debt load they have not done as expected. | 2009-10-20 | |
| HOLD | 3.940 | Joanne A. Hruska, CFA | Junior Alberta gas producer. A little bit weaker than its peers. OK but not one of the stronger ones in the sector. Management is working on the debt problem. You have to keep your eye on it. | 2009-09-14 | |
| BUY | 3.820 | Peter Brieger | If you are looking for a stock that is going to benefit with an uptick in gas prices, this is one of the top picks. | 2009-09-10 | |
| DON'T BUY | 3.000 | Laura Lau | An unhedged player and have had to shut in gas so have had some difficulties lately. Did an equity offering because they had borrowed money so management wouldn't have to sell its stock. Prefers companies that do not do this. | 2009-08-14 | |
| SELL | 3.040 | John Stephenson | Did an equity raise and have a lot of debt coming due. Up against some of their bank lines. If you own, consider selling for tax loss purposes. | 2009-07-24 | |
| WAIT | 2.940 | Dennis Da Silva | Will be driven by natural gas prices. Did a tremendous job historically in growing on a per-share basis. Stumbled last year and coming into 2009 in maintaining an aggressive capital program in the face of weakening prices. Got a little over leveraged and had to do an equity issue to fix the balance sheet. | 2009-07-16 | |
| Comment | 3.060 | Jaime Carrasco | Likes natural gas but right now you need a bit of patience. There has been a 50% decline in rigs. Factor in a lag of about 15 to 18 months. Thinks we will be facing major shortages. Expect there will be a lot of demand in the US is utilities change from coal to gas. | 2009-07-06 | |
| BUY | 3.440 | John Stephenson | No balance sheet issues. Recently good production. Could be taken out. | 2009-06-24 | |
| BUY | 3.330 | Andrew Cook | Junior natural gas producer based in western Canadian. Good land package. Good production growth profile. Quite cheap. | 2009-06-17 | |
| DON'T BUY | 3.850 | Jennifer Stevenson | She has moved away from gas names that are highly levered or have their capital programs restrained in a low gas price environment. Had to do a financing because they were drawn above their available bank line. Stopped spending in the 3rd quarter so will probably end the year with less production than when they started. Would prefer Fairborne (FEL-T) instead. | 2009-06-01 | |
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| TOP PICK | 4.000 | Andrew Cook | Likes it. Very strong management strong asset base that allows them to grow production. Valuation is 75% of piers. | 2009-04-24 | |
| BUY | 3.600 | Joseph Schachter | (Market Call Minute.) Good management. In a holding pattern now. Cut back their drilling because of the weak commodity prices. | 2009-04-06 | |
| PAST TOP PICK | 4.900 | Robert Floyd | (A Top Pick Jan 15/08. Down 32.9%.) Just announced some production numbers which are quite strong. Exited 2008 at around 8800 BOE's a day. Growth rate of about 40%. A Buy. | 2009-01-15 | |
| TOP PICK | 6.300 | Joseph Schachter | One of the lowest cost structures for natural gas in the Western Hemisphere. Results of 8,100 BOE’s a day beating his expectations by 800. Making an acquisition which could increase from 8,400 to 8,800. Looking for over 9000 next year. Trades at 2 X cash flow. Strong balance sheet. | 2008-11-14 | |
| TOP PICK | 6.160 | Robert Floyd | Gas producer in Western Canada. Numbers just reported were very strong. Looking for a nice increase in production. Strong cash flow going forward. Good price. | 2008-10-30 | |
| TOP PICK | 6.160 | Jennifer Stevenson | Gassy story. 7000 BOE's a day in gas production with Edson operating costs of $4.50, which is spectacular. Can grow production with just cash flow by 40%. Healthy balance sheet. | 2008-10-30 | |
| TOP PICK | 7.780 | Robert Floyd | Natural gas. Great producer. A little over 1000 BOE's per day in 05 has moved to over 6000. Great drilling success. Low cost producer. | 2008-09-25 | |
| TOP PICK | 7.780 | Joseph Schachter | Natural gas. Have done very well in their horizontal play of Rock Creek in Western Canada. Have beaten their numbers regularly. | 2008-09-25 | |
| PAST TOP PICK | 7.460 | Joanne A. Hruska, CFA | (A Top Pick Aug 24/07. Up 34%.) Still likes, but have traded in and out. Looking to get back in again. Trading at much less than the peer group multiples on a cash flow basis and net asset value. Good growth still to come. Buy. | 2008-09-12 | |
| BUY | 9.790 | Allan Jacobs | A steady grower through the drill bit. Has done extremely well during high and low gas prices. | 2008-08-27 | |
| BUY | 9.630 | Joseph Schachter | (Market Call Minute.) Loves the story. 2nd quarter numbers are out. | 2008-08-26 | |
| BUY | 9.520 | John Stephenson | Very low finding/development costs. Great production. Good solid management team. Expects considerable upside. One issue is that a lot of current production is from just a few wells. | 2008-08-22 | |
| TOP PICK | 9.480 | Robert Floyd | In the 4th quarter of 2005 production was under 1000 BOE's a day. Now over 6000. Have tremendous drilling success. Very low cost operator, so strong net backs. Last quarter they had 100% drilling success. | 2008-08-21 | |
| PAST TOP PICK | 9.250 | Robert Floyd | (A Top Pick May 30/07. Up 15%.) Great drilling success, continue to like it. Add on weakness. | 2008-05-30 | |
| PAST TOP PICK | 9.380 | Jennifer Stevenson | (A Top Pick Aug 1/07. Up 58%.) Production has gone up, costs are down and the upside she sees from their horizontal drilling in Edson is spectacular. Still a Buy. | 2008-05-13 | |
| HOLD | 8.940 | Dennis Da Silva | Has done very well. Has been one of the under promised over delivered stocks. 80% natural gas. He is underweight as he is waiting to see some of the declines in some of their big wells. | 2008-05-01 | |
| PAST TOP PICK | 8.620 | Robert Floyd | (A Top Pick May 30/07. Up 27%.) Gas exposure. They continue to show that they're right at the drill bit. Average production is looking like 6700 BOE's. Made a tuck in acquisition. Still a Buy. | 2008-04-29 | |
| TOP PICK | 8.800 | Jennifer Stevenson | Current production is at the end of April is going to be about 6700 BOE’s a day. About 80% gas. Have had a fantastic success with the horizontal drilling program in Edson. Great management and great execution. Cheap valuation. | 2008-04-25 | |
| PAST TOP PICK | 7.730 | Glenn MacNeill, P.Eng. | (A Top Pick Apr 4/07. Up 25%.) Thinks it will continue to do very well. Has had significant production increases. | 2008-03-07 | |
| TOP PICK | 7.000 | Robert Floyd | Looking at a substantial increase in BOE's for 2008. Had 100% drilling success in the 4th quarter and beat their guidance. Looking to drill 10 wells in the 1st quarter this year. Cash flows look strong. | 2008-01-15 | |
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| BUY | 5.900 | Joseph Schachter | Natural gas. Company continues to excel at drilling the Rock Creek formation and have had a tremendous success rate. Hurt by the new tax regime in Alberta, but because it is such a low-cost operator and they get big production increases, they should do okay. | 2008-01-02 | |
| PAST TOP PICK | 5.750 | Joanne A. Hruska, CFA | (A Past Top Pick Aug 24/07. Up .05%.) Gas weighted. Could have been a Top Pick. Had some excellent drilling success. Management team consistently under promises and over delivers. Trades at less than 3X cash flow. Very cheap, relative to its peers. Strong Buy. | 2007-12-05 | |
| PAST TOP PICK | 5.680 | Robert Floyd | (A Top Pick Nov 13/06. Up 1.7%.) Has had a very rocky ride lately. Think it was impacted somewhat with the Alberta plays and has a fair amount of gas exposure. Production rates are going up quite nicely. Looking for them to exit the year at 5400-5600 BOE’s a day. Still a Buy. | 2007-11-14 | |
| SPECULATIVE BUY | 5.750 | Joseph Schachter | They have been fans of Vero Energy and started covering it in 06. Could see it grow 20% over the next 18 months if commodity prices increase. Likes the management team. | 2007-10-22 | |
| PAST TOP PICK | 5.760 | Robert Floyd | (A Past Top Pick Nov 13/06. Up 1%.) An interesting Buy point. Cash flows are looking stronger. Production metrics are moving up and are looking for 5400 to 5600 BOE's a day by year-end. | 2007-10-12 | |
| TOP PICK | 5.680 | Joanne A. Hruska, CFA | Good management team. Share price has come down dramatically. Have about 40 drilling locations. Are starting to get active again. That levels are very reasonable. Less than 3X cash flow. | 2007-08-24 | |
| HOLD | 5.600 | Joseph Schachter | Very good management team. Have done very well on the exploration side. Good success with the Rock Creek play. About 85% natural gas. Has grown through the drill bit. | 2007-08-17 | |
| WEAK BUY | 6.000 | John Stephenson | Very small in terms of production. Has shown some success in terms of its drilling. A buy, but don't put too much money into this area, when gas is so depressed. | 2007-08-08 | |
| TOP PICK | 5.950 | Jennifer Stevenson | A little controversial, because it is a small cap gas company, a sector that is really out of favour. Well managed. Low operating costs. Healthy balance sheet. Nice inventory of drilling projects. Reporting on the 8th and this quarter has not been kind to them. Wait until you see the results. | 2007-08-01 | |
| PAST TOP PICK | 7.850 | Robert Floyd | (A Top Pick Nov 13/06. Up 34.5%.) Feels it can go a long higher. Have been doing a nice job of expanding their production. | 2007-05-30 | |
| TOP PICK | 7.290 | Jennifer Stevenson | Impressive drill bit growth. Finding and operating costs are excellent. Strong visibility for future growth. | 2007-05-15 | |
| TOP PICK | 6.800 | Robert Floyd | Light oil and gas. Production has accelerated from their beginnings. Looking to 5200 BOE's. | 2007-05-11 | |
| BUY | 6.870 | Glenn MacNeill, P.Eng. | Have grown production very nicely. Management team is doing a great job increasing production per share. | 2007-05-09 | |
| TOP PICK | 6.450 | Robert Floyd | Focused on gas and light oil. Have some fairly interesting growth rates. Production is currently in the 3500 range and they are looking to grow, exiting the year at 5000-5200. Cash flow is expanding aggressively. | 2007-04-19 | |
| TOP PICK | 6.250 | Glenn MacNeill, P.Eng. | Produces about 44,000 barrels a day, which is expected to end the year at 48,000. Very good performance over the relatively short period it's been operating. | 2007-04-04 | |
| BUY | 6.250 | Peter Brieger | 3 favourite gas stocks are CNQ (CNQ-T), Rider Resources (RRZ-T) and Vero (VRO-T). A junior with 2.8 X cash flow. Great management and great prospects. | 2007-04-04 | |
| PAST TOP PICK | 5.600 | Robert Floyd | (A Top Pick Nov 13/06. No change.) Likes the growth profile of the company. Very gassy. Still likes. | 2007-01-19 | |
| DON'T BUY | 5.530 | Robert Toole | Not a bad little company. Natural gas focused. His concern would be over its relatively high debt levels. Would prefer companies with better balance sheets. | 2007-01-18 | |
| PAST TOP PICK | 5.760 | Robert Floyd | (A Top Pick Nov 13/06. Up 4.4%.) Has a fairly interesting growth profile. Have about 71% gas exposure, but he is focusing on their low costs and their growing production. Good buy. | 2006-12-19 | |
| TOP PICK | 6.420 | Robert Floyd | A small oil/gas play. Looking at exiting the year at around 3,800 to 4,000 BOE’s per day. Looking for $100-$1.05 cash flow this year. 71% gas. Low operating costs. Interesting growth profile. | 2006-12-01 | |
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| TOP PICK | 5.650 | Robert Floyd | A lot of gas exposure, but they are showing tremendous production growth. Can see the cash flows growing substantially from $1 to $1.75. | 2006-11-13 | |
| BUY | 6.000 | John Stephenson | This is coming from less than 1000 BOE’s a day and is ramping up very quickly. Very inexpensive on a cash flow multiple basis. Pulled back with the rest of the group. | 2006-05-19 | |
| BUY | 6.800 | Joseph Schachter | A spin off from True Energy. Gas focused. Doing about 2000 BOE’s a day and expecting about 2675 a day with an exit around 3500 giving $1.80 cash flow. | 2006-05-05 | |
| BUY | 6.860 | Glenn MacNeill, P.Eng. | Has done much better than expected. Made some good discoveries and increased their production. High risk/high reward. | 2006-04-13 | |
| TOP PICK | 6.150 | John Stephenson | Has tremendous growth. Tiny production right now at under 1,000 barrels a day, but ramping up very quickly and should be 2600 by the end of this year and 4400 by the end of next year. Very cheap. | 2006-04-05 | |
| WAIT | 5.870 | Glenn MacNeill, P.Eng. | In the wait and see category. | 2006-02-22 | |
| SELL | 6.860 | Glenn MacNeill, P.Eng. | Spin-off of a trust merger between True Energy and TKE. It was relatively untried and untested. A kind of a “Show Me” story. Has good management and reasonably good properties. If you own, it would be a good time to take some profits. | 2006-01-18 |
