List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2004-01-02 | TOP PICK | Bill Harris, CFA |
Great way to own the oil and gas business. Relatively new, and misunderstood. Most potential in the trust sector to grow their reserves internally. (able to utilize more of their large quantity of oil) Tweet finance |
Price: $13.200 Subject: OIL, GAS & MINING Bias: OPTIMISTIC Owned: Unknown |
| 2004-02-16 | PAST TOP PICK | Bill Harris, CFA |
(A top pick Jan 2/04. Up 4.5%.) Still likes very much. A trust that has the ability to add reserves. Tweet finance |
Price: $13.810 Subject: RESOURCE Bias: SELECTIVE Owned: No |
| 2004-03-01 | DON'T BUY | Peter Brieger |
Prefers Peyto Energy and Focus Energy. Tweet finance |
Price: $14.550 Subject: CANADIAN LARGE & INCOME TRUSTS Bias: CAUTIOUS Owned: No |
| 2004-05-05 | WAIT | Dean Orrico |
A newer trust and would like to see it perform before including in their portfolio. Tweet finance |
Price: $15.400 Subject: INCOME TRUSTS Bias: OPTIMISTIC Owned: No |
| 2004-05-13 | BUY | Hugh McCauley |
At $40 oil, be cautious on oil/gas stocks. Would love to see oil at $32/34 and within a buy. A great company. Superior to all the large-caps because it can grow from 8,700 barrels to about 13,000 over the next couple of years. Tweet finance |
Price: $14.300 Subject: NORTH AMERICAN & INCOME TRUSTS Bias: SELECTIVE Owned: Yes |
| 2004-06-17 | BUY | Peter Brieger |
A good entry point. Tweet finance |
Price: $14.740 Subject: CANADIAN LARGE & INCOME TRUSTS Bias: CAUTIOUS Owned: Yes |
| 2004-07-22 | HOLD | Blair Wilson |
Favorable towards this stock although on weaker oil prices, it is more levered to oil and could have some weakness. Has a sector outperform. Tweet finance |
Price: $14.950 Subject: CANADIAN LARGE & INCOME TRUSTS Bias: SELECTIVE Owned: Unknown |
| 2004-10-01 | BUY | Blair Wilson |
Has a sector outperform recommendation on it. Trading at 100% of its implied net asset value. Reserve life of 5.1 years. Distributions should continue at the current rate. Tweet finance |
Price: $16.490 Subject: INCOME TRUSTS Bias: UNKNOWN Owned: Yes |
| 2004-10-13 | BUY | Peter Brieger |
Likes it the most of the oil trusts. Tweet finance |
Price: $16.000 Subject: CANADIAN LARGE & INCOME TRUSTS Bias: CAUTIOUS Owned: Yes |
| 2005-01-07 | WAIT | Bill Harris, CFA |
One of the very few trusts that has the ability to grow their reserve base within their internal asset base. Very worried about the oil price coming off, so this is one he would buy if oil came down to $30. Tweet finance |
Price: $17.490 Subject: NORTH AMERICAN - OIL/GAS/MINING Bias: SELECTIVE Owned: No |
| 2005-03-04 | VAGUE | Sandy McIntyre |
Expensive. Qualitatively managed. Tweet finance |
Price: $19.850 Subject: INCOME TRUSTS Bias: BULLISH Owned: Unknown |
| 2005-04-08 | BUY | Robert Lauzon |
Long term positive on light/sweet oil such as this one, Arc Energy (AET.UN-T) and Enerplus (ERF.UN-T). Tweet finance |
Price: $19.080 Subject: INCOME TRUSTS (OIL/GAS) Bias: BULL on OIL Owned: Unknown |
| 2005-11-24 | WEAK BUY | Bill Harris, CFA |
Crescent PointEnergy Trust (CPG.UN-T) and Bonavista Energy Trust (BNP.UN-T) are his 2 favourite income trusts. Extremely well run businesses. Great upside. His problem is that because of the trust structure with the declining asset base, it has a very different profile than a regular type of investment. Getting expensive and would like them when oil is $35. Tweet finance |
Price: $20.700 Subject: OIL, GAS & MINING Bias: BULLISH Owned: Unknown |
| 2006-02-03 | TOP PICK | Dean Orrico |
One of the steady Eddies in the oil/gas trust business. Making 2000/3000 BOE acquisitions. Good technical team. Trades at a discount to the market. Tweet finance |
Price: $21.750 Subject: INCOME TRUSTS Bias: BULLISH Owned: Yes |
| 2006-03-24 | BUY on WEAKNESS | Robert Lauzon |
Oil weighted. The reserve life index has been moved from 8 years to over 11 years. Have done a great job of acquiring properties and growing their reserve life. Tweet finance |
Price: $22.420 Subject: ENERGY Bias: BULL on ENERGY Owned: Yes |