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| Peter Linder of DeltaOne Energy Fund |
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| BUY | Antrim Energy | AEN-T | 1.540 | The only international Junior that his fund owns. Drilling a very high impact well in the western part of Australia. If they hit, it will be a $20 stock. Risky, but lots of upside. | 2004-08-19 | ||
| SELL | Black Rock | BVI-T | 6.920 | A very expensive stock. 100% heavy oil. | 2004-08-19 | ||
| DON'T BUY | Encana Corp | ECA-T | 54.760 | Has done fairly well. Doesn't understand why they haven't done better with the high commodity prices. Almost half their oil production is hedged at under $30 a barrel for the balance of this year. Would do better with a junior producer. | 2004-08-19 | ||
| SELL | Endev Energy | ENE-T | 0.950 | Doesn't like. Where there's smoke, there's fire. Very shallow gas wells. | 2004-08-19 | ||
| BUY | First Calgary Petroleums | FCP-T | 11.550 | Have a phenomenal track record of drilling in Tunisia and Algeria. Have had a major discovery. Well-managed and lots of upside. Speculative. | 2004-08-19 | ||
| BUY | High Point Resources | HPR-T | 1.620 | Was a top pick about a year ago. Did all right initially but the share price dropped. A very good story when the juniors are totally out of favor. Have a very active summer program. Very cheap. Will probably be acquired/trust by the end of the year. | 2004-08-19 | ||
| BUY | Winstar Resources | WIX-T | 0.820 | Is doing poorly because investors have bailed out of all the juniors. Have also had some production hiccups. Still likes. | 2004-08-19 | ||
| WEAK BUY | Diaz Resources Ltd | DZR-X | 0.450 | A past pick that did not work out so well. Their Texas drilling did not work out too well. Feels the company will be sold for probably $.60/$.70 a share. Average down. | 2004-08-19 | ||
| WEAK BUY | Oilexco Inc | OIL-X | 3.410 | Has done very well. The problem is, it's drilling high impact wells and a couple of dry holes in a row, they could implode very quickly. A good trader. | 2004-08-19 | ||
| WEAK BUY | Duvernay Oil Corp | DDV-T | 14.000 | A very good story. Producing about 10,000 BTUs. Very successful driller. Very expensive. | 2004-08-19 | ||
| TOP PICK | Eastshore Energy Ltd. (A) | EST.A-X | 2.900 | Very inexpensive. Well-managed. Good project just outside of Edmonton. They have a major gas play and, if successful will give a lot more upside. | 2004-08-19 | ||
| SELL | A Comment -- General Comments From an Expert | A Commentary | 3.600 | Turning into a trust. Doesn't see much more upside. | 2004-08-19 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 9.400 | Has been the #1 performer on the TSX. Have a proven track record. Have access to a half 1,000,000 acres. 100 Beryl's per-share is #1 in the country. | 2004-08-19 | ||
| BUY | A Comment -- General Comments From an Expert | A Commentary | 3.550 | Excellent company. Had phenomenal success in the Pembina area. Well-managed with lots of projects. | 2004-08-19 | ||
| SELL | Bellatrix Exploration Ltd. | BXE-T | 1.950 | A well-run company. High success rate. Fairly inexpensive. Upside from here will be minimal so would take some profit. | 2004-08-19 | ||
| BUY | Bow Valley Energy | BVX-T | 1.600 | Drilled some dry wells. Making some good changes. A great buy at this price. | 2003-11-20 | ||
| WEAK BUY | Compton Petroleum | CMT-T | 5.780 | Changing their engineering firm to assess their tight gas reserves and expects no reserve write down. Asset base is not conducive to a takeover or a royalty trust. Better stories out there. | 2003-11-20 | ||
| BUY | Canadian Natural Rsrcs | CNQ-T | 57.600 | Prefers Canadian Natural Resources to Penn West on a valuation basis. Lower multiples and better growth. | 2003-11-20 | ||
| TOP PICK | High Point Resources | HPR-T | 1.720 | Primarily a winter drilling company and cold weather is on its way. Drilling about a dozen expensive wells in Northern B.C. Have a good asset base in Central Alberta. Possible take-over candidate. | 2003-11-20 | ||
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| DON'T BUY | PetroKazakhstan Inc | PKZ-T | 24.750 | Dropping because of a tax situation with the Russian government. Very volatile. | 2003-11-20 | ||
| TOP PICK | Winstar Resources | WIX-T | 1.180 | Has had a small correction, which gives a great buying opportunity. Going to start to drill aggressively in 6 to 8 weeks. Will drill up to 15 wells though the end of December. Estimates that 12/13 of these will be successful. | 2003-11-20 | ||
| TOP PICK | Diaz Resources Ltd | DZR-X | 0.650 | Should double their production by the end of this year versus last year. Have 10 wells to drill. Vary cheap on an asset basis. Besides their drilling in western Canada, they are also drilling some successful deep wells in Texas. | 2003-11-20 | ||
| HOLD | Luke Energy Ltd. | LKE-T | 1.800 | Have $35 million in cash. Good management. Rather than acquiring, they are moving to exploration. Wait and see. Will be dead money for the next 3/6 months. | 2003-11-20 | ||
| BUY | A Comment -- General Comments From an Expert | A Commentary | 7.750 | Has had a nice run-up. May be a takeover candidate. Actively developing coal bed methane. Good value. | 2003-11-20 | ||
| BUY | Bellatrix Exploration Ltd. | BXE-T | 1.340 | Have turned the situation around. Inexpensive. | 2003-11-20 | ||
| BUY | Centurion Energy International | CUX-T | 2.230 | Doesn't play international stocks, but if they did, this would be one they would buy. | 2003-10-17 | ||
| DON'T BUY | Encana Corp | ECA-T | 49.940 | A good senior producer. Phenomenal track record. Strong management. Prefers playing the juniors. | 2003-10-17 | ||
| TOP PICK | Endev Energy | ENE-T | 2.160 | Virtually 100% natural gas. Drilling very shallow wells in southeast Alberta. 100% success rate. They have 100 wells to drill over the next year or so. | 2003-10-17 | ||
| TOP PICK | High Point Resources | HPR-T | 1.830 | 90% weighted natural gas. Excellent management team. Looking at close to $.50 cash flow per share next year. Production is growing by 20/25% each quarter. | 2003-10-17 | ||
| WATCH | Husky Energy | HSE-T | 22.060 | Has had about a 10% run-up in the last few weeks. Had some good drilling successes. Possible income trust. If not, would be taking profits now. | 2003-10-17 | ||
| SELL | Tusk Energy | TSK-T | 4.400 | Liked it when it was under $3. Getting a little rich. | 2003-10-17 | ||
| BUY | Winstar Resources | WIX-T | 1.300 | It still has upside. They are in the process of re-completing 20 wells in the next few months. | 2003-10-17 | ||
| TOP PICK | Milagro Energy Inc | MIG-T | 1.350 | Very low risk. Just tied in 6/7 oil wells in southwest Saskatchewan. Drilling some successful natural gas wells in east central Alberta. Have established a new core area in west central Alberta. If successful, it could be a $5 stock. | 2003-10-17 | ||
| STRONG BUY | Diaz Resources Ltd | DZR-X | 0.450 | A very good buy at current levels. Have an exciting program in Texas. Have a great asset base of natural gas just outside Calgary, which is worth well over 0.70. Expected to be an income trust within a year. | 2003-10-17 | ||
| BUY | Compton Petroleum | CMT-T | 6.170 | About the only mid-cap producer left standing. Inexpensive. Heavily weighted to natural gas. Well managed. Could become a trust or a takeout. | 2003-09-05 | ||
| BUY | Centurion Energy International | CUX-T | 1.630 | High impact plays which means more risks. Has delivered fairly well. | 2003-09-05 | ||
| DON'T BUY | Gentry Resources Ltd | GNY-T | 1.750 | Not a fan. Not comfortable with the engineering firm they use to value their reserves. | 2003-09-05 | ||
| BUY | Husky Energy | HSE-T | 20.750 | Made an excellent acquisition buying Marathon’s Cdn assets. Inexpensive. Could be for sale down the road. | 2003-09-05 | ||
| SELL | Ivanhoe Energy | IE-T | 2.630 | Pure speculation. Run by a promoter. Will be volatile. | 2003-09-05 | ||
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| BUY | Precision Drilling | PD-T | 54.300 | Doesn’t deal with service companies, but there should be a very active drilling season. | 2003-09-05 | ||
| BUY | Tusk Energy | TSK-T | 4.180 | Good management. Has performed very well with successful drilling. | 2003-09-05 | ||
| TOP PICK | Winstar Resources | WIX-T | 1.130 | (Was a top pick Aug 6/03) Should double a year from now. Got a significant farming deal with a senior producer. Looking to do several major deals, which will grow production at a large rate. Cheap. | 2003-09-05 | ||
| HOLD | A Comment -- General Comments From an Expert | A Commentary | 7.040 | Doesn’t see a lot more upside. | 2003-09-05 | ||
| DON'T BUY | Bonavista Energy Corp | BNP-T | 16.150 | Predominately natural gas, but has a short reserve life of about four or five years.Royalty trusts should have eight to 10 years. | 2003-08-06 | ||
| BUY | Compton Petroleum | CMT-T | 5.920 | Doesn't think it will be a trust anytime soon.$1.70/1.80 cash flow per share.80% natural gas.Good growth potential.A solid company. | 2003-08-06 | ||
| DON'T BUY | Endev Energy | ENE-T | 1.780 | Predominately natural gas.A very expensive stock.Don't see much upside going forward. | 2003-08-06 | ||
| DON'T BUY | Gentry Resources Ltd | GNY-T | 1.650 | Not a fan.They tend to be promotional. | 2003-08-06 | ||
| BUY | Husky Energy | HSE-T | 18.700 | Probably the best value among all the integrateds.Just announced a very nice dividend policy.Believes it will be sold in the next 12 to 24 months.Great projects.Very good value. | 2003-08-06 | ||
| WAIT | Niko Resources | NKO-T | 26.000 | Had a phenomenal run.Trading at around 12/14 times this years cash flow.They'll double their production next year and again in 2005.On an asset value basis, it will be worth $35/50.Short term is fully valued. | 2003-08-06 | ||
| DON'T BUY | Real Resources | RER-T | 4.700 | Offers great value , but they have disappointed consistently on their production targets.Could be dead money. | 2003-08-06 | ||
| BUY | Tusk Energy | TSK-T | 3.710 | A quality and low risk company.Inexpensive.Trading at 3 X this years cash flow.Good drilling opportunities. | 2003-08-06 | ||
| TOP PICK | Winstar Resources | WIX-T | 1.060 | Was a top pick previously and has doubled.A potential double from here in about a year.Best managed micro cap company.Production is rapidly growing.Looking at between 35 and $.40 per share cash flow next year.Not expensive | 2003-08-06 | ||
| BUY | A Comment -- General Comments From an Expert | A Commentary | 5.800 | Was recently a top pick.Still likes.Second-quarter results were in line.May be a take over candidate. | 2003-08-06 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 2.400 | Fully valued.Not a fan.Management owns less than 1% of outstanding shares.Doesn't see much growth. | 2003-08-06 | ||
| HOLD | Bow Valley Energy | BVX-T | 1.650 | Has been very disappointing over the last 4/5 months. Hit some dry holes. | 2003-07-08 | ||
| BUY | Compton Petroleum | CMT-T | 5.590 | 80% natural gas. Trades at 3 X this years cash flow. A lot of upside on their Hooker play. | 2003-07-08 | ||
| BUY | Canadian Natural Rsrcs | CNQ-T | 52.930 | Likes better than Encana. Should have a cash flow double over Encana's. Looking for at least $2o cash flow per share. | 2003-07-08 | ||
| BUY on WEAKNESS | Encana Corp | ECA-T | 49.700 | Had got a little ahead of itself. Some pipeline problems in Equador. Would buy at $45. | 2003-07-08 | ||
| STRONG BUY | High Point Resources | HPR-T | 1.590 | Has a lot of properties to drill which has an 80% success rate. Have a good play with Olympia. Good management. | 2003-07-08 | ||
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| HOLD | Niko Resources | NKO-T | 27.520 | Good performance. Can't see much upside going forward. A quality company. | 2003-07-08 | ||
| DON'T BUY | Petrobank Energy and Resources | PBG-T | 3.000 | Drilling results in Columbia has been very disappointing. | 2003-07-08 | ||
| BUY | Tusk Energy | TSK-T | 3.650 | Very competent management team. Very inexpensive. Lots of upside. Short reserve life. | 2003-07-08 | ||
| TOP PICK | Winstar Resources | WIX-T | 0.700 | Only about 250 BOE's a day. Good management. | 2003-07-08 | ||
| STRONG BUY | A Comment -- General Comments From an Expert | A Commentary | 6.000 | A lot of natural gas. A phenominal buy at this price. Lots of upside. | 2003-07-08 | ||
| BUY | Clear Energy Inc | CEN-T (Dead) | 2.950 | There will be significant upside to the stock. Just announced good first quarter results. Looking at acquisitions. Exciting exploration play. Expect it to reach $4/4.50 in a year. | 2003-05-22 | ||
| WEAK BUY | Compton Petroleum | CMT-T | 5.790 | Its best is behind it. Just acquired a gas plant, so expects an increase weighted towards natural gas production. A lot of shares outstanding. Some upside but better buys available. | 2003-05-22 | ||
| BUY | Canadian Natural Rsrcs | CNQ-T | 51.670 | Trades at just over 2 X this years cash flow. Expects an increase in production. Phenominal value. | 2003-05-22 | ||
| HOLD | Encana Corp | ECA-T | 49.000 | 50% owned by Americans, so will perform like US oil and gas stocks. Fairly expensive. | 2003-05-22 | ||
| BUY | Suncor Energy Inc | SU-T | 25.480 | Outlook is quite good. Production costs are high but being reduced. Very solid and well run. | 2003-05-22 | ||
| BUY | Tusk Energy | TSK-T | 3.550 | Very good price. Made a new acquisition. A favourite. | 2003-05-22 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 2.170 | 100% unhedged natural gas. Not a fan. They disappointed the street this year. Too many shares outstanding. Weak assets on the east coast. | 2003-05-22 | ||
| WEAK BUY | A Comment -- General Comments From an Expert | A Commentary | 6.950 | May be slightly ahead of itself now, but could go to $8. | 2003-05-22 |
