List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 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: $0.000 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 |
| 2013-05-01 | WAIT | Mike S. Newton, CIM FCSI |
Has an excellent set of properties with a very nice yield. There is something a little bit disconcerting out there with this name with a lot of people scratching their heads why it can’t get back above $40. That’ve done a lot of acquisitions using their stock in the last couple of years. Perhaps people want to see them digest what they have been doing. Going to be a bit tough for a little while. Tweet finance |
Price: $38.080 Subject: NORTH AMERICAN & ETFs Bias: BULLISH Owned: No |
| 2013-05-01 | DON'T BUY | Brooke Thackray |
We are not in the energy seasonality at this time. We are just exiting seasonality and it hasn’t done well. Chart shows the trend is still going down. Wait until it gets above the $40 level. If it breaks above that, that would be a good sign from a technical perspective. He’ll be looking for the energy sector a little later on. Tweet finance |
Price: $38.080 Subject: SEASONAL INVESTING Bias: CAUTIOUS Owned: Unknown |
| 2013-04-29 | BUY | John Wilson |
Has been affected by the differential in prices in what we realize in Canada and what is been happening elsewhere. That has narrowed recently, which has helped. Very attractive dividend. In his view it is a great management team with great assets and a great history of being expectations in terms of their production levels. Tweet finance |
Price: $37.620 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Yes |
| 2013-04-22 | TOP PICK | Peter Brieger |
WTI and Western Canadian Crude spread is going to narrow. This will happen when Transcanada gets the go ahead to ship oil to Eastern Canada. Keystone might go through. Tweet finance |
Price: $36.630 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2013-04-22 | HOLD | John Stephenson |
This one is probably the exception to the rule along with a few others and is worth holding. Not cheap. Light oil. Focused. On a per-share basis, it has grown production effectively over time. Tweet finance |
Price: $36.630 Subject: RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2013-04-17 | TOP PICK | Eric Nuttall |
Uses this as a trading vehicle between $35 to $40ish plus but later in the year his $40 will get bent as there are more results from water flooding. One of the smartest management’s in the patch. Yields about 7.9%. High-quality assets supports both production growth and dividend. Tweet finance |
Price: $35.010 Subject: OIL & GAS Bias: UNKNOWN Owned: Yes |
| 2013-04-15 | WATCH | Larry Berman CFA, CMT, CTA |
When dividends get to 6-9%, they are unsustainable. He is not saying there is a dividend cut, but it is starting to get really high now. There is some pretty major support we are flirting with. If we break it there is some downside. This could be a great trading opportunity if you have accumulated cash. Tweet finance |
Price: $35.230 Subject: N/A Bias: UNKNOWN Owned: Unknown |
| 2013-04-15 | TOP PICK | Robert Lauzon |
7.8% dividend is the main reason for the pick. Safe. Four year low. A top holding in his funds. Bought more over last year than last 4. Tweet finance |
Price: $35.230 Subject: ENERGY Bias: CAUTIOUS Owned: Yes |
| 2013-04-15 | COMMENT | Gavin Graham |
Very well run energy stock. There has been some weakness in the last couple of years but is still a very well run company and continues to maintain its production. One of the less gassy plays. Tweet finance |
Price: $35.230 Subject: GLOBAL Bias: OPTIMISTIC Owned: Unknown |
| 2013-04-10 | BUY | Norman Levine |
(Market Call Minute.) Positive on the stock, as long as they don’t do another deal. Tweet finance |
Price: $37.440 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-04-10 | BUY | Greg Newman |
Real risk to this stock is oil prices but right now they are doing well. This last quarter, they beat on production and cash flow and they are doing this with lower CapX. Growth was primarily due to acquisitions in 2012 but the market would rather see continued drilling success. Tweet finance |
Price: $37.440 Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES Bias: OPTIMISTIC Owned: Unknown |
| 2013-04-05 | WAIT | Keith Richards |
It just broke down and had technical support at $37. That by itself implies a little downside on the stock. He has been looking for an entry point but not interested just yet. Is the 7% high dividend sustainable? They have so many on the DRIP that they are ok. It is safe for now. Tweet finance |
Price: $36.710 Subject: TECHNICAL ANALYSIS Bias: DEFENSIVE Owned: No |
| 2013-04-04 | BUY | Peter Hodson |
Good little company that nobody really likes these days. Have done quite a few issues over the past couple of years. Stock is a very good, large cap, dividend paying, trading company. Bounces from $35-$40. If you like to trade, this is a good name for that. Thinks the worst is over for the company. Have improved their balance sheet and taken steps to grow into their dividend. Tweet finance |
Price: $36.200 Subject: CANADIAN SMALL & MIDCAPS Bias: BULLISH Owned: No |
| 2013-03-26 | PAST TOP PICK | Bruce Campbell |
(A Top Pick March 30/12. Down 3.22%.) Just reported a really good quarter. Think they have got the message that there have been enough acquisitions and new issues. Stock will lift and he likes the yield while he waits. Once oil is back in favour, he expects it to be a $45 stock. Tweet finance |
Price: $38.610 Subject: CANADIAN LARGE Bias: DEFENSIVE Owned: Yes |
| 2013-03-22 | COMMENT | Jaime Carrasco |
Doesn’t think they are going to lower the 7% dividend, so you are getting paid to wait. Very well run company. Tweet finance |
Price: $39.340 Subject: ENERGY, MATERIALS, UTILITIES & REITS Bias: BULLISH on GOLD Owned: Yes |
| 2013-03-19 | HOLD | Michael Sprung |
Loves the dividend. The short fall is made up by the fact that the dividend reinvestment plan is very popular. Have the most prospects for drilling. But at some point they have to start earning their dividend. He would sell about 4 or 5 dollars higher. Tweet finance |
Price: $39.290 Subject: CANADIAN LARGE Bias: CAUTIOUS Owned: Yes |
| 2013-03-18 | TOP PICK | Peter Brieger |
Has become one of the premier oil plays in Canada and he feels this is going to continue. Will be acquiring companies with interesting acreage and/or production to which they can apply water flood and other recovery methods. Otherwise they’ll buy prospective acreage. They want to see production of 150,000 barrels a day within 5 years versus the current 114,000. Yield of 6.996%. Tweet finance |
Price: $39.530 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-03-15 | BUY | Norman Levine |
Owns some of this for his income accounts. At one point he was thinking of selling because management is serial acquirers and share issuers and he was getting tired of that. Have just announced that they will not be making any acquisitions this year and he thinks the market is very favourable on this. Tweet finance |
Price: $39.450 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2013-03-14 | BUY | Christine Poole |
They are always issuing equity. They come across acquisitions they like and would rather finance those acquisitions through equity. The dividend is important to them. There is increasing awareness of the issuance. Results this morning were very strong and she thinks they can slow the acquisition case if they want to. Tweet finance |
Price: $38.920 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2013-03-11 | PAST TOP PICK | Ryan Bushell |
(Top Pick Jan 3/13, Up 7.99%) Good asset base that they significantly added to last year. Conservatively managed and a good long term holding. Is looking for an increase in the dividend down the road. Tweet finance |
Price: $38.870 Subject: CANADIAN DIVIDEND Bias: BULLISH on DIVIDEND STOCKS Owned: Yes |
| 2013-03-04 | BUY | John Stephenson |
Likes this name. Languished a little bit lately but has delivered year in and year out on a per-share basis. Grew production quite dramatically. Light oil, which is a super valued commodity. Tweet finance |
Price: $38.350 Subject: RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2013-02-27 | COMMENT | Mason Granger |
Very high DRIP participation of about 60%. Also, have a very disciplined program of hedging out 3 years in oil production. Feels that in years to come, a lot of the water flooding they are doing in 2 key plays, is going to lower the decline rate and make the dividend more sustainable. With debt to cash flow at about 1X and lots of favourable hedges in place, feels the 7.1% dividend is very sustainable. Tweet finance |
Price: $38.800 Subject: OIL & GAS Bias: BULLISH on OIL Owned: Unknown |
| 2013-02-25 | BUY | Peter Brieger |
Looking at the price to cash flow of 8.4% this year and 7.6% next year, you have a very decent yield of 7.1%. Consensus of a share price increase is 17.2% for about a 4% return. This is one of the premier oil plays in Canada. Have been aggressive in acquiring companies with interesting acreage and/or production. Tweet finance |
Price: $38.730 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |