List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-06-12 | COMMENT | Greg Newman |
Good company and executing well. Q1 production beat 117,000 barrels versus 113,000. Upped their guidance for the year. The one thing he didn’t like this quarter was their CapX went a little bit higher, back to $1.5 billion, which the market doesn’t want to see. Very low debt levels. Debt to cash level is around 1.1X. Effective payout ratio of about 141% is a little bit higher than their peers. Great, light oil name. Should benefit if the pipelines get built. Tweet finance |
Price: $35.650 Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES Bias: OPTIMISTIC Owned: Unknown |
| 2013-06-11 | PAST TOP PICK | Bruce Campbell |
(A Top Pick June 28/12. Up 5.93%.) This is in much better shape and has better prospects than it did a year ago so he likes it even more. Have prospects, growth and the dividend is safe. Tweet finance |
Price: $36.170 Subject: CANADIAN LARGE Bias: UNKNOWN Owned: Yes |
| 2013-06-11 | COMMENT | Christine Poole |
The 3 names she owns in energy are Arc Resources (ARX-T), Bonavista (BNP-T) and Crescent Point Energy (CPG-T). If you want something that is more levered to crude, that would be this company. Their strategy is to build a big land base, exploit that and grow their production. Net backs are relatively higher compared to their peers. Dividend yield of over 7%. Tweet finance |
Price: $36.170 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-06-07 | BUY | David Cockfield |
This is not in heavy oil but is in the Bakken field in Saskatchewan and into Manitoba. Price is very close to WTI but their real problem is getting the product to market. Has one of the best regarded management teams in the oil industry in Western Canada. Doesn’t see the dividend ever being cut. Tweet finance |
Price: $36.450 Subject: CANADIAN Bias: UNKNOWN Owned: Yes |
| 2013-06-04 | DON'T BUY | David Burrows |
Canadian market is a very narrow breadth and there are several sectors that are not participating such as the energy group. This one has opportunity to grow and have lots of targets to drill. Also, had the advantage of being a yield payer so gets a little better valuation. However, right now, the sector concern is overwhelming it. Tweet finance |
Price: $36.740 Subject: NORTH AMERICAN - LARGE Bias: BULLISH on US MARKET Owned: Unknown |
| 2013-06-04 | COMMENT | John Zechner |
Has been in a range over the last couple of years but feels this has to do more with issuing a lot of equity during that period which diluted the earnings and the cash flow growth. You are getting a 7.5% dividend yield while you are waiting. Although the equity issues diluted the stock by about 20%, land and potential reserve position was almost doubled. Tweet finance |
Price: $36.740 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2013-06-03 | PAST TOP PICK | Ryan Bushell |
(A Top Pick Jan 3/13. Down 1.33%.) Good dividend policy. Long-term is still pretty bright at $90 plus WTI. Tweet finance |
Price: $37.040 Subject: CANADIAN DIVIDEND Bias: OPTIMISTIC Owned: Yes |
| 2013-05-28 | TOP PICK | Michael Giordano |
Premier oil/gas producer in Canada. Light oil in southeast and southwest Saskatchewan. Recently entered the Uinta Basin in Utah. Continue to deliver on all metrics. Excellent 7.1% yield. Producing about 115,000 barrels per day. Excellent top-notch management team. Use water floods to increase production. Trading at about 8X. Tweet finance |
Price: $38.440 Subject: RESOURCE Bias: OPTIMISTIC Owned: Yes |
| 2013-05-21 | TOP PICK | Mason Granger |
Core holding for him. Sustainable dividend, low leverage. Assembled a collection of assets that should offer a huge inventory. Sustainable dividend. Tweet finance |
Price: $38.220 Subject: OIL & GAS Bias: BULLISH on OIL & GAS Owned: Yes |
| 2013-05-14 | BUY | Joanne A. Hruska, CFA |
Out preforming expectations. Solid 7% Tweet finance |
Price: $37.670 Subject: ENERGY/RESOURCE Bias: UNKNOWN Owned: Unknown |
| 2013-05-13 | TOP PICK | Zachary Curry |
Experienced management team. Dividend above 7% They made a purchase in Utah that he feels will be good growth for them. Tweet finance |
Price: $38.110 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2013-05-10 | TOP PICK | Bruce Campbell |
(Top Pick June 28/12, Up 10.52%) He finds it fairly compelling in value and the yield allows you to buy it and hold it. Great production, raised guidance. 7.19%. Would not be as excited if it were not for the yield because you have to buy it early. Likes it. It was a serial acquirer and that was everyone’s problem. They have 10 years of places to drill. You get paid to wait. They are hedged, too. Tweet finance |
Price: $38.380 Subject: CANADIAN LARGE Bias: BULLISH Owned: Yes |
| 2013-05-06 | DON'T BUY | Larry Berman CFA, CMT, CTA |
It will go up and down for the next 3 years. It is in a trading range and will stay there. If we can solve the distribution problem for Alberta oil that will help a lot of these companies. Tweet finance |
Price: $38.700 Subject: N/A Bias: UNKNOWN Owned: Unknown |
| 2013-05-03 | BUY | Michele Robitaille |
One of the challenges that oil producers in Western Canada are having is difficulty in getting their product to market. Because of this, differentials have been very volatile for the 1st quarter and the last half of last year. This company can rail almost half of their capacity so their net backs have been quite good. Do a really good job of marketing their product. Yield of 7.1% is absolutely sustainable. Tweet finance |
Price: $38.780 Subject: DIVIDENDS & REITS Bias: CAUTIOUS Owned: Yes |
| 2013-05-02 | COMMENT | Alex Ruus |
Excellent, well run oil/gas producer. Dominant producer in the Saskatchewan Bakken oil play. Really, really likes the company but finds it a little expensive right now. Also. he is a little bit cautious on the commodity outlook right now. Tweet finance |
Price: $38.370 Subject: NORTH AMERICAN Bias: CAUTIOUSLY OPTIMISTIC Owned: No |