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| DON'T BUY | 7.440 | Michael Decter | 11.2% return, but could come under pressure. Could be 2 years before drilling returns to where it was last year. The silver lining is that there are a lot of takeovers of trusts by private equity, which could give you a decent yield while you wait. | 2007-06-20 | |
| Comment | 6.080 | Michael Smedley | 14% yield. Not particularly exciting and would rather own Vermilion (VET.UN-T). Will probably get taken out eventually. | 2007-05-01 | |
| HOLD | 6.630 | Michael Decter | Solidly managed and the distribution is reasonably safe. A little concerned that there is going to be a slowdown in the oil patch. Could have some trouble growing, but the recent quarter looked very good. | 2007-02-26 | |
| HOLD | 6.530 | Jean-Francois Tardif | This was hit by the government announcement on trusts as well as weaker gas prices. The price of gas will come back to normal levels, but he doesn't know how long this will take. It may take three more quarters to improve. | 2007-01-10 | |
| Comment | 9.480 | Jean-Francois Tardif | An energy services company. All of these stocks have had a major correction in the last few months because of high inventories in natural gas. For it to recover requires the storage levels to come back to normal. | 2006-10-26 | |
| BUY | 10.900 | Jean-Francois Tardif | An oil/gas service company. Hasn't done much recently because the price of natural gas has been weak. Trades and around 6.5 X earnings and yields around 10%. The price of gas has to go back to a 7 to 1 ratio to the price of oil, which would mean $10/11 at today's oil prices. Cheap. | 2006-09-06 | |
| BUY | 11.610 | Jean-Francois Tardif | Earnings year-to-date are around $.57 a share. Usually 2nd half is better than the first. Expect they will make $1.30/1.50 earnings this year. Reasonably small company and still growing. Potential risk for all resource stocks is if the US goes into a very hard recession. Cheap at 7/8 X earnings. | 2006-08-08 | |
| BUY | 12.030 | Sandy McIntyre | Has a relatively low payout ratio. In an industry that is doing extremely well. Has a certain amount of volatility. | 2006-05-12 | |
| BUY | 11.350 | Jean-Francois Tardif | Made $.90 of earnings last year and expects $1.25 this year. 9% distribution which is very nice. The whole sector is doing well. Cheaper than the average. | 2006-05-01 | |
| TOP PICK | 11.250 | Jean-Francois Tardif | One of the cheapest stocks in the oil/gas services sector. Made about $0.90 of earnings last year. Distribution is around $1.02. | 2006-04-19 | |
| DON'T BUY | 9.940 | Michael Sprung | Hasn’t looked at it that closely. An open ended mutual fund trust, so there’s not a lot of protection from them being able to issue and sell more units. Yielding close to 9% which implies more risk. | 2005-12-07 | |
| BUY | 10.040 | Glenn MacNeill, P.Eng. | In the sewrvice sector which is traditionally very volatile and overreacted with the government comments on trusts. Cash flows are going to continue to be very good over the next few years, but higher risk, higher volatility than others. | 2005-11-30 | |
| DON'T BUY | 12.100 | Robert Lauzon | Constructive on the oil service sector but prefers others. | 2005-09-23 | |
| BUY | 10.180 | Glenn MacNeill, P.Eng. | An oil well servicing company. Hasn't come back fully with the increase in oil prices. Has good room to run. Cash flows are expected to stay relatively strong in this sector. | 2005-07-08 | |
| DON'T BUY | 11.330 | Glenn MacNeill, P.Eng. | Like all the service companies, considers them a lot higher risk. Capital going into the drilling side of the business has been at record levels. Valuations are pretty full. | 2004-12-29 | |
| BUY | 10.000 | Hugh McCauley | Likes the oil/gas services sector for the next couple of years and prefers playing it through Trinidad, Wellco and Badger income trusts as well as Peak Energy which is becoming a trust. Very interesting as trusts as they have higher multiples. | 2004-04-19 |
