List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2007-03-02 | HOLD | Ben Cheng |
Strong management team and a good portfolio of assets. Tweet finance |
Price: $17.090 Subject: INCOME TRUSTS Bias: BEARISH on CANADIAN$ Owned: Yes |
| 2007-03-02 | COMMENT | Peter Brieger |
Once the rules on trusts are clear, there will be some activity. This one has one of the most interesting oil pools in Saskatchewan and Manitoba. Recent acquisition of Mission (MSO-T) gives them a great horizon going forward. Tweet finance |
Price: $17.090 Subject: CANADIAN LARGE & INCOME TRUSTS Bias: OPTIMISTIC Owned: Yes |
| 2007-02-23 | PAST TOP PICK | Michael Simpson, CFA |
(A Top Pick Nov 3/06. Up 2.8%.) Merged with Mission Oil (MSO-T) making them 2nd largest in Saskatchewan. Good management. About 50% hedged. Long reserve life. Still a Buy. Tweet finance |
Price: $17.950 Subject: INCOME TRUSTS Bias: BULLISH Owned: Yes |
| 2007-02-19 | WAIT | Peter Brieger |
Major attraction going forward is its acquisition of Mission Oil (MSO-T), which is part of a major oilfield in Saskatchewan and into the US. Once the confusion is over regarding income trusts, he would be a buyer. Tweet finance |
Price: $17.080 Subject: CANADIAN LARGE & INCOME TRUSTS Bias: UNKNOWN Owned: Yes |
| 2007-02-16 | BUY on WEAKNESS | Glenn MacNeill, P.Eng. |
Have a very active gas-hedging program. Have made good acquisitions. Heavily gas weighted. Tweet finance |
Price: $17.070 Subject: CANADIAN RESOURCE Bias: BULL on ENERGY Owned: Yes |
| 2007-02-05 | BUY | Bruce Campbell |
His favourite trust. 50% of their oil is hedged at $70 US for 2007 and $75 for 2008. Have all kinds of targets for 2, 3 or 4 years of growth. 15% yield. Tweet finance |
Price: $17.550 Subject: CANADIAN LARGE Bias: BULL on ENERGY Owned: Yes |
| 2007-01-22 | TOP PICK | Robert Lauzon |
Oil weighted. Oil should trend back to $55-$60 throughout 07. If so, the stock should move back to $17-$18. In the meantime, you are getting a 15% yield. 40% of their oil is hedged at $70, so doesn't think it will have to cut distributions. Trying to acquire Mission Oil & Gas (MSO-T), which is a nice growth story. Tweet finance |
Price: $15.930 Subject: INCOME TRUSTS (OIL/GAS) Bias: UNKNOWN Owned: Yes |
| 2007-01-05 | BUY | John Stephenson |
Merging with Mission Oil (MSO-T). Both are light oil and in the same area. Very favourable balance sheet, lots of drilling prospects and a reasonable reserve life. Tweet finance |
Price: $16.300 Subject: NORTH AMERICAN - LARGE (OIL/GAS/UTILITIES) Bias: BULL on OIL Owned: Unknown |
| 2006-11-29 | COMMENT | Peter Brieger |
Likes their Saskatchewan Battrum field. If they are successful in getting hold of Mission (MSO-T) it will be a terrific story to own. Tweet finance |
Price: $17.280 Subject: CANADIAN LARGE & INCOME TRUSTS Bias: BULLISH Owned: Yes |
| 2006-11-16 | COMMENT | John Stephenson |
Acquiring Mission Oil (MSO-T). Both stocks have dropped with the trust tax changes. There is now concern that the government may restrict the use of units to finance acquisitions. Not sure what happens now. Tweet finance |
Price: $15.780 Subject: NORTH AMERICAN - LARGE (OIL/GAS/UTILITIES) Bias: BULL on OIL & GAS Owned: Unknown |
| 2006-11-10 | PAST TOP PICK | Dean Orrico |
(A Top Pick June 23/06. Down 25.7%.) Still likes. Resource play in southern Saskatchewan. Good quality management. Relatively low payout ratio. Good assets. Tweet finance |
Price: $16.120 Subject: INCOME TRUSTS Bias: OPTIMISTIC Owned: Yes |
| 2006-11-03 | TOP PICK | Michael Simpson, CFA |
Recently acquired Mission Oil (MSO-T), a light oil play in Saskatchewan. Feels the street is not giving credit for these assets. Low operating costs. Good management. Tweet finance |
Price: $17.310 Subject: INCOME TRUSTS Bias: OPTIMISTIC Owned: Yes |
| 2006-10-27 | BUY | Kevin Hall BComm, CFA |
Has been very active on the acquisition front. Would like to see them slow down a bit and consolidate what they have. Very good balance sheet. Very good company and good valuation. Tweet finance |
Price: $20.050 Subject: INCOME TRUSTS Bias: CAUTIOUS Owned: Yes |
| 2006-10-27 | BUY | Robert Toole |
Have proven to be very ineffective purchasers and exploiters of oil assets. Tweet finance |
Price: $20.050 Subject: ENERGY & INCOME TRUSTS Bias: BULL on OIL Owned: Yes |
| 2006-10-20 | BUY | Robert Lauzon |
Acquired Mission Oil (MSO-T) at a high price versus comparable acquisitions, but got some really high quality issues along with some land values. Yields about 12%. Good things to come. Tweet finance |
Price: $19.960 Subject: INCOME TRUSTS Bias: BULL on ENERGY Owned: Yes |