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Baytex Energy Corp Stock Symbol: BTE-T

Last Price Recorded: $7.0500 on 2015-09-05

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Date Signal Expert Opinion Price
2015-09-04 PAST TOP PICK David Cockfield

(A Top Pick Oct 10/14. Down 79.62%.) He sold out at around $21, but still holds some personally. Thinks they will survive.


Price:
$7.050
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2015-09-02 COMMENT Swanzy Quarshie

Good company to be in, but depends on what you are looking for. Recently, suspended their dividend. Unlikely that the dividend will come back soon. Likes their assets in the Eagle Foot. Sees a lot of torc for this company, a lot of growth in terms of getting production back up once commodity prices go back. It is a safe place to be in this environment. 


Price:
$6.980
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2015-08-27 COMMENT Michael Bowman

A very innovative company. They have the Eagleford shale play in Texas. He doesn’t know why they would have completely cut the dividend, other than they feel that they have a better place to put that money than to pay it back to shareholders. A great company.


Price:
$6.180
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-08-25 COMMENT Eric Nuttall

The market cap is significantly lower than what they paid for Aurora Oil and Gas, which was their entry into the Eagle Ford. Stock fell from $23-$6 in roughly 2 months. Cut the dividend to zero. They still remain a highly leveraged oil company, so if he is right in his call on oil appreciating to $55-$60, this is a name that could easily go up 100%. The debt is a little concerning. At current oil prices he doesn’t think it is sustainable. If you are bullish on oil with a recovery coming within 6 months, you could do extraordinarily well. If he is wrong on his oil call and it stays around $40-$45 for the next 6-9 months, this is a name that could get into some trouble.


Price:
$5.690
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
BULLISH on OIL
Owned:
Unknown
2015-08-24 HOLD Peter Brieger

Recently did the right thing by eliminating the dividend. This gives it additional staying power. This is a stock that he likes. Before Buying he would want to see a bit more basing action.


Price:
$5.940
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2015-08-18 TOP PICK John Stephenson

SHORT. A good company and not a lot wrong with it, but it is just a macro trade. Oil is weak and is likely to get weaker. They had a misstep in buying Eagleford assets at the top of the market. They are also exposed to declining production, because they are cutting back on capital expenditure. There is also the issue of being heavy conventional oil in a very depressed market.


Price:
$8.450
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2015-08-17 DON'T BUY Larry Berman CFA, CMT, CTA

Punishing the Russians involved lowering the oil price.  Now it is causing a problem for the fracking industry in the US.  People are looking at rig counts.  Probably oil stays low for another year or so.  A lot of companies don’t make money at this price and eventually supply and demand will come back into balance. 


Price:
$8.380
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-08-17 HOLD Ryan Bushell

He owns it on the basis that their two key plays are the most economic in North America.  They have been hurt in the market more than anticipated, but that may be because their debt levels are elevated.


Price:
$8.380
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
SELECTIVE
Owned:
Yes
2015-07-31 HOLD David Cockfield

Exited this stock months and months ago. An excellent company and has been well-managed. They have good assets. Heavy oil by drilling, not by extraction. They’ve bought into the Eagleford in the US and are spending most of their capital in that. Most recent earnings were less then stellar, and he thinks the company is going to suffer for a while. However, it will certainly survive. Have excellent, relatively low cost assets. 10.6% dividend yield, which he thinks is going to get cut.


Price:
$11.260
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2015-07-28 COMMENT Jim Huang

This had the misfortune of buying a US asset at the peak of the market. The assets they bought are good quality as are the ones they have in Canada. Capable management. The debt load is pretty high at 4X cash flow, which is uncomfortably high. If you believe oil prices will bounce back quickly, this might be one that you want to own right now.


Price:
$11.630
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-24 COMMENT Jeff Young

Hasn’t added to his position. Has a bit of a challenged balance sheet, which has made it a bit of a target for people who are Shorting oil. Thinks their assets are decent. The Eagleford is one of the few assets in North America that does okay at $50 oil. You may see more dividend cuts depending on oil prices.


Price:
$12.770
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-07-23 DON'T BUY Martin Davies

There have been some management changes.  The company has been having some issues with regulators.  They have been trying to do some asset sales to get the balance sheet in shape.  He thinks there are other places to be.


Price:
$13.910
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Unknown
2015-07-22 COMMENT Allan Meyer

Great company, but he is staying away energy. It could be quite a while yet. Looking for oil to maintain at around $48.


Price:
$13.770
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-07-16 BUY Douglas Kee

This is on his list to add to, but hasn’t done it yet. You could add this to your portfolio now.


Price:
$15.880
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-07-07 COMMENT Jason Mann

Oil stocks are tricky right now. This is a company with a stressed balance sheet. Pays a large yield which is a concern. He has a small Short on this. Scores average on momentum, valuation is pretty poor at 11X EBITDA, and they are not generating cash at these prices. Feels people are probably buying this for yield rather than its true valuation.


Price:
$18.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 375 entries
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