List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 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 |
| 2013-01-14 | HOLD | Douglas Kee |
Is it worth playing the swings on the stock or is it better to just hold long-term for dividends? This is a core holding for him. Good yield which is sustainable. The problem with them has been equity issues which keeps their debt low but allows them acquisitions. Good management. Good balance sheet and great properties. Tweet finance |
Price: $38.580 Subject: CANADIAN DIVIDEND Bias: OPTIMISTIC Owned: Yes |
| 2013-01-09 | TOP PICK | Eric Nuttall |
Best risk/reward opportunity in Canada. It was rumoured there was a very large US seller and it is thought this selling is finally finished. Feels it has one of the most sustainable dividends. Yield of 7.4%. Organic growth over acquisitions will be the 2013 focus. Feels it will trade back up to $42. Tweet finance |
Price: $37.550 Subject: OIL & GAS Bias: DEFENSIVE Owned: Yes |
| 2013-01-07 | BUY | Christine Poole |
Held for a number of years and likes the yield. It is a serial equity issuer. Latest acquisition was in Utah. They have never cut their dividend. It will get dividend support at this level. Tweet finance |
Price: $37.260 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2013-01-04 | COMMENT | Keith Richards |
A lot of the energy stocks have been hurting but this chart is showing some support coming in right now. If this support can hold and you can get a nice bounce, it would be good. Oil is coming up as a seasonal play in the next month or so and this would probably be a tagalong stock. Tweet finance |
Price: $37.170 Subject: TECHNICAL ANALYSIS Bias: BULLISH on FOREIGN Owned: Unknown |
| 2013-01-03 | TOP PICK | Ryan Bushell |
Very protective of their capital structure and their dividend. Also, they won’t go above 1X debt to cash flow. Have to issue shares when they do an acquisition to avoid piling on debt. Last acquisition was opportunistic and was quite large but he is satisfied the company is in good shape and remains on track. Very attractive price at these levels. Tweet finance |
Price: $36.280 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Yes |
| 2012-12-31 | HOLD | Bill Carrigan |
We are back into support here. He is starting to favour the energy sector. If the sector rallies, then this one will too. Don’t add to position. Tweet finance |
Price: $37.620 Subject: TECHNICAL ANALYSIS Bias: BEARISH Owned: No |
| 2012-12-24 | WAIT | Don Vialoux |
Will benefit when heavy oil stocks start to improve. They have yet to establish any real indications of bottoming. These stocks do well starting at the end of January to the end of May. That is the seasonality of crude oil. They do exploration during the winter and release results in the spring. Tweet finance |
Price: $37.660 Subject: NORTH AMERICAN - LARGE & ETFs Bias: BULL Owned: Unknown |
| 2012-12-21 | COMMENT | Michael Sprung |
What really keeps this going is is that they are very astute at making acquisitions and having great potential in the lands that they buy, for future development. On the other hand, they are paying the distribution on the backs of other shareholders from the point of view that they have such a huge take-up in their DRIP plan which allows them to continue to pay the 7.3% yield. This allows them to dilute you because of the more and more shares they issue all the time. (See Top Picks.) Tweet finance |
Price: $37.950 Subject: CANADIAN LARGE Bias: SELECTIVE Owned: Yes |
| 2012-12-13 | TOP PICK | David Cockfield |
Bakken oil in Saskatchewan/North Dakota. Always feels it is a good Buy under $40. Had just got too far ahead with their acquisitions. Acquisitions often include stocks and then there is the Hold on the stock, but then the Hold runs out and people start cashing in. They have more or less said they are going to step back a little bit and not do so many acquisitions. Feels the dividend is very safe and have a great DRIP plan. Expect they will be shipping over 40,000 barrels a day by tank car. Tweet finance |
Price: $36.980 Subject: CANADIAN Bias: OPTIMISTIC Owned: Yes |
| 2012-12-12 | TOP PICK | Ben Cheng |
Coming off the back of a $700 million bought deal, which has put a massive overhang over it. Through the years, they have continued to add to their reserve life, production on a per-share basis and NAV on a per share basis. Have been doing the right things. Tweet finance |
Price: $37.110 Subject: REITS, INCOME STOCKS & HIGH YIELD BONDS Bias: CAUTIOUS Owned: Yes |
| 2012-12-10 | SELL ON STRENGTH | John Stephenson |
Is a core holding. Have a reputation of being serial equity issuers. It is light oil, which is extremely attractive. You are safe to hold it and it is one of the attractive names in the space. If you are up, trim your position. He wants to know where growth will come from. Tweet finance |
Price: $36.860 Subject: OIL & GAS Bias: SELECTIVE Owned: Yes |
| 2012-12-07 | STRONG BUY | Eric Nuttall |
One of the most misunderstood and controversial stories. Unbelievably undervalued. Marketplace is having indigestion because of the amount of stock issuance they’ve had from their most recent acquisition. Trading at roughly 8.3X next year’s cash flow. 60% hedged to $90 oil. Has a one-time debt to cash flow basis. Next year they are going to be growing per share basis on an exit to exit basis of at least 3%. Any time it has approached $36 it has been a screaming buy and has rebounded to the low $40’s. 7.5% yield. Tweet finance |
Price: $36.470 Subject: OIL & GAS Bias: BULLISH on ENERGY Owned: Yes |
| 2012-12-04 | COMMENT | Michael Smedley |
Basically into problems along with the oil/gas sector. Market gets a bit tired of the star companies. This is still a star. Has recently just diversified into Utah with different types of assets. Tweet finance |
Price: $37.410 Subject: CANADIAN Bias: UNKNOWN Owned: Yes |
| 2012-12-03 | TOP PICK | Lyle Stein |
7.2% yield. Risk is it could be cut at that rate. Question he asks is what will happen to oil prices, which he feels will go up. Their balance sheet is fine. There is room for more debt. Tweet finance |
Price: $38.300 Subject: CANADIAN Bias: SELECTIVE Owned: Yes |