| X |
: T.V. Program Date YYYY-MM-DD , Stock Symbol |
|
A Commentary |
Market Call Tonight (BNN TV) |
2008-05-16 |
$0.020 |
Gold: - Although gold has been going down, he expects it to be going a lot higher. The macro commodity trade is still on, seasonally this is a time when gold does poorly. Almost all stocks are down. This is a great time to be buying. Sitting almost right on its 200-day moving average and getting ready to go higher. When they move, they will move very quickly. |
BUY |
|
Derek Webb, CFA |
CANADIAN |
BULLISH on COMMODITIES |
Unknown |
|
AET.UN-T |
Market Call (BNN TV) |
2008-05-16 |
$30.700 |
(Market Call Minute.) Hold at this point in time. |
HOLD |
|
Glenn MacNeill, P.Eng. |
CANADIAN OIL & GAS |
BULL on GAS |
Unknown |
|
AGU-T |
Market Call Tonight (BNN TV) |
2008-05-16 |
$89.560 |
A whole bunch of urea plants were knocked out of service because of the earthquake in China. Food is very, very tight in the world. He expects urea prices to accelerate. |
TOP PICK |
|
Derek Webb, CFA |
CANADIAN |
BULLISH on COMMODITIES |
Yes |
|
BCF-T |
Market Call (BNN TV) |
2008-05-16 |
$19.350 |
(Market Call Minute.) Heavy oil and should be producing very shortly. Production should grow very rapidly. |
BUY on WEAKNESS |
|
Glenn MacNeill, P.Eng. |
CANADIAN OIL & GAS |
BULL on GAS |
Unknown |
|
BQI-A |
Market Call (BNN TV) |
2008-05-16 |
$4.750 |
(Market Call Minute.) In the oil sands and doesn’t have as good leases as some of the others. |
SELL |
|
Glenn MacNeill, P.Eng. |
CANADIAN OIL & GAS |
BULL on GAS |
Unknown |
|
BTE.UN-T |
Market Call (BNN TV) |
2008-05-16 |
$29.040 |
Thinks it will benefit a lot from the very small differentials in heavy oil. Relatively low debt. |
BUY |
|
Glenn MacNeill, P.Eng. |
CANADIAN OIL & GAS |
BULL on GAS |
No |
|
CCO-T |
Market Call Tonight (BNN TV) |
2008-05-16 |
$41.590 |
Uranium prices have been coming down for the last year in spite of the stronger oil prices. At some time this will be a great buy but he doesn’t know when this is going to happen. |
DON'T BUY |
|
Derek Webb, CFA |
CANADIAN |
BULLISH on COMMODITIES |
No |
|
CFW-T |
Market Call (BNN TV) |
2008-05-16 |
$26.820 |
Numbers for the first quarter were not good but would hope the numbers over the remaining year would be good. |
BUY |
|
Glenn MacNeill, P.Eng. |
CANADIAN OIL & GAS |
BULL on GAS |
No |
|
CLL-T |
Market Call (BNN TV) |
2008-05-16 |
$4.700 |
Heavy oil. Refining side is a relatively small part of their business. Most of its drive is from the oil sands side on their Seal area. Investors are expecting very quick production growth giving good cash flow. |
BUY on WEAKNESS |
|
Glenn MacNeill, P.Eng. |
CANADIAN OIL & GAS |
BULL on GAS |
No |
|
CNQ-T |
Market Call (BNN TV) |
2008-05-16 |
$101.860 |
Had a tough time in not picking this as one of his Top Picks. Have the Horizon oil sands project coming on in the 3rd quarter of this year and should be 110,000 barrels a day growing to 250,000 and up to 500,000. Very profitable at current oil prices. One of the best management teams. |
BUY |
|
Glenn MacNeill, P.Eng. |
CANADIAN OIL & GAS |
BULL on GAS |
Unknown |
|
CPG.UN-T |
Market Call (BNN TV) |
2008-05-16 |
$36.650 |
Recently announced results and were on the mark. Has been a very steady increasing performer. About 80% plus oil. 80% of their lands are in Saskatchewan, which is promised not to change the royalty regime. Should continue to do very well. |
Comment |
|
Glenn MacNeill, P.Eng. |
CANADIAN OIL & GAS |
BULL on GAS |
Unknown |
|
DDV-T |
Market Call (BNN TV) |
2008-05-16 |
$56.800 |
One of the stars of the oil patch. Has had a great run. Expensive. Well managed. |
BUY on WEAKNESS |
|
Glenn MacNeill, P.Eng. |
CANADIAN OIL & GAS |
BULL on GAS |
No |
|
ECA-T |
Market Call (BNN TV) |
2008-05-16 |
$94.200 |
(A Top Pick May 9/07. Up 50%.) Splitting of the company will give investors a clearer picture of what they are buying. Sum of the parts will be worth more than the whole. Pretty expensive now and would Buy on weakness. Would prefer the Gasco versus the Oilco. |
PAST TOP PICK |
|
Glenn MacNeill, P.Eng. |
CANADIAN OIL & GAS |
BULL on GAS |
Yes |
|
ERF.UN-T |
Market Call (BNN TV) |
2008-05-16 |
$48.500 |
Just acquired Focus Energy Trust, a gas driven trust. Has exposure to the oil sands, which is good. Also has exposure to the Bakken area in Saskatchewan. Feels distributional is safe at the moment. There are others he prefers better. |
Comment |
|
Glenn MacNeill, P.Eng. |
CANADIAN OIL & GAS |
BULL on GAS |
No |
|
FEL-T |
Market Call (BNN TV) |
2008-05-16 |
$10.530 |
Roughly 77% gas. Produces about 13.5 thousand barrels a day. Good management. Has started to sell its sulphur, which has brought in more revenue for them. Has one well that is 15% of its revenue but management is managing that. |
TOP PICK |
|
Glenn MacNeill, P.Eng. |
CANADIAN OIL & GAS |
BULL on GAS |
No |