List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-02-14 | DON'T BUY | David Burrows |
(Market Call Minute) Not one of the leaders currently. Tweet finance |
Price: $38.610 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: No |
| 2013-02-11 | HOLD | Michael Smedley |
(Market Call Minute) Expanded into Utah. Tweet finance |
Price: $38.830 Subject: CANADIAN Bias: OPTIMISTIC Owned: Yes |
| 2013-02-11 | BUY on WEAKNESS | Eric Nuttall |
Switch from Canadian Oil Sands to this? That would be a great move. 100% of Canadian Oil Sands dividend is currently being paid by debt and they have some large CapX requirements for the next couple of years. Thinks fair value for Crescent Point is $42-$43. Would Buy in the $37’s and Sell in the low $40’s. Tweet finance |
Price: $38.830 Subject: OIL & GAS Bias: CAUTIOUSLY OPTIMISTIC Owned: No |
| 2013-02-06 | WATCH | Michael Sprung |
Trading at 42X current earnings. If he were to see it go a few dollars over $40 again, he would be tempted to take profits. What bothers him is that they don’t earn their dividend. In order to pay for it, they really depend upon a huge uptake in their DRIP plan where shareholders are diluting themselves to get the yield. Extremely good land position but have been issuing equity to purchase this. Tweet finance |
Price: $39.280 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2013-02-05 | BUY | John O'Connell, CFA |
Just recently purchased this. Stock is dealing with investor fatigue as they have been a chronic issuer of equity to buy oil/gas producing properties. Excellent management. He is just concerned right now about heavy oil differentials. One of the first out there to use rails for shipping their stuff to market at very good prices. About 7.5% yield. Expects to see it trading at $40 within the year. Tweet finance |
Price: $38.650 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Yes |
| 2013-02-04 | PAST TOP PICK | Andrew Hamlin |
(Top Pick Jan11/12, Down 9.28%) Disappointed a number of investors over the last little while. Did more equity issues than people expected. Still owns and likes it and it is a good dividend payer. Suffer from the differential in commodity price. Thinks they will do reasonably well this year. Tweet finance |
Price: $38.570 Subject: GROWTH & INCOME Bias: BEARISH Owned: Yes |
| 2013-02-01 | TOP PICK | John Zechner |
Did 3 equity raises last year which he thinks irritated the market a little but they are well capitalized now. Dividend yield of 7.15%. Have production in the Bakken area as well, which gives a higher valuation and better growth. Have been proven to deliver on production growth and acquisitions but haven’t turned this into a good move on the stock price. Thinks they are overdue. Tweet finance |
Price: $38.800 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2013-01-31 | BUY | Norman Levine |
Owns for income accounts. Does not trade off earnings, but off cash flow. 7.1% dividend. Has not performed well until recently. Tweet finance |
Price: $38.580 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-01-30 | TOP PICK | Bruce Campbell |
Over 7% yield. Did a bunch of acquisitions. Trucking a bunch of their Bakken to the coast. Thinks they will surprise to the upside. Hinted you could see a dividend increase over the next couple of years. Tweet finance |
Price: $38.680 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-01-25 | TOP PICK | David Cockfield |
A Bakken story (North Dakota and Saskatchewan). Lighter oil and closer to market. Great operators. Bought this one for the dividend payout. Keep diluting the stock either through acquisitions or new issues but have now indicated they are going to sit on the sidelines a little bit. Has been buying under $40. Company’s very good at cash flowing and paying their dividend. Yield of 7%. Tweet finance |
Price: $39.570 Subject: CANADIAN Bias: OPTIMISTIC Owned: Yes |
| 2013-01-24 | WAIT | Hap (Robert) Sneddon FCSI |
$36 is good support. There is a gap just below $40 and if we punch through it, it will go to $47. A great name. Relative strength is high. Tweet finance |
Price: $39.420 Subject: TECHNICAL ANALYSIS Bias: SELECTIVE Owned: No |
| 2013-01-22 | BUY | Peter Brieger |
Likes it here. Has been disappointing lately with the price of oil been stagnant or coming down in the mini-correction or slowdown we had. If you look at some of the IEA data going forward and the pickup in growth in emerging markets, you may be surprised at the very heavy demand for oil. Looking for $49.50 and with the yield, it gives you a 35% return. Tweet finance |
Price: $39.210 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2013-01-21 | BUY | Greg Newman |
Cut their CapX 10% for this year, responding to the general conditions and differentials. Still guiding to 10% production growth, which is excellent. Acquisitions they did in 2012 will set them up really well for growth. Great balance sheet. Mostly light oil, so you don’t have to worry about heavy oil discount and differentials of the crack spread. Tweet finance |
Price: $38.980 Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES Bias: OPTIMISTIC Owned: Yes |
| 2013-01-17 | BUY | Don Lato |
Prefers to Baytex. Better managed company and less dependency on heavy oil. One of the first to utilize rail shipment of oil. 7.2% dividend that he not worried about being cut. Tweet finance |
Price: $38.300 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2013-01-15 | HOLD | John Stephenson |
Some of the knocks against the stock is that it is pricey and that they are serial issuers of equity. However, production on a per share basis is growing quite handily. Has one of the most focused teams and has one of the best assets, best management team and best resource base in the business. Tweet finance |
Price: $38.580 Subject: RESOURCE Bias: OPTIMISTIC Owned: Yes |