List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-02-06 | PAST TOP PICK | Jason Donville |
(A Top Pick March 5/12. Down 17.41%.) Oil/gas services have just kind of gone sideways over that period. ROE is still high. You just have to be patient. There is a bit is cyclicality. Tweet finance |
Price: $15.150 Subject: CANADIAN SMALL & FINANCIALS Bias: BULLISH Owned: Yes |
| 2013-01-08 | HOLD | Jason Donville |
Seems to be range bound in the $13-$15 range. Numbers look good. ROE remains strong so he is just going to be patient. Great long-term track record. Tweet finance |
Price: $14.930 Subject: CANADIAN SMALL & FINANCIALS Bias: OPTIMISTIC Owned: Yes |
| 2012-12-28 | TOP PICK | Michael Giordano |
Operate in 3 areas, contract drilling, rentals and transport in Canada, US and Australia. In some good areas. 1.4% dividend yield. $16 in one year. Tweet finance |
Price: $14.540 Subject: RESOURCE Bias: BULLISH on RESOURCES Owned: Yes |
| 2012-10-03 | BUY | Jason Donville |
Great performer. The earnings are good with oil in this range. It is a good long-term buy and hold. Tweet finance |
Price: $15.900 Subject: CANADIAN SMALL & FINANCIALS Bias: BULL on TECHNOLOGY Owned: Yes |
| 2012-08-02 | DON'T BUY | Hank Cunningham |
Convertibles? First of all, these are convertible into the equity of the company sold you want to have a good company. You also want a conversion premium that is not too expensive. In this case, these bonds have a conversion premium of over 80%. You advantage is about 3% per year which means it will be a long time before the premium is ever paid off and they mature in 2016. Tweet finance |
Price: $14.220 Subject: FIXED INCOME Bias: BULLISH on HIGH YIELD BONDS Owned: No |
| 2012-07-30 | BUY | Peter Imhof |
Likes it and the team. Has been able to grow earnings. Done well in terms of pricing power. Started to gain some traction and is a larger holdings of his in the energy sector. Tweet finance |
Price: $14.300 Subject: NORTH AMERICAN - SMALL Bias: SELECTIVE Owned: Yes |
| 2012-06-18 | BUY | Jason Donville |
Price has fallen off, which is largely industry related such as low oil prices and natural gas going to all-time lows. This has always been a great profitable company with a good management team. Tweet finance |
Price: $14.410 Subject: CANADIAN SMALL & FINANCIALS Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2012-06-14 | HOLD | Jim Huang |
One of the better oil service companies. Diversified and they execute well. Good balance sheet. Trading at very cheap multiples. Unfortunately, they have got caught in the whole situation of low oil prices and capital expenditures are coming down. One of the “go to” names when things when things rebound. Tweet finance |
Price: $15.110 Subject: NORTH AMERICAN Bias: CAUTIOUSLY OPTIMISTIC Owned: No |
| 2012-03-05 | TOP PICK | Jason Donville |
3 divisions within the company giving you a broad diversity to a lot of different areas. One of them is compression, which is not that common. Good management. On a valuation trade-off, this is one of the best priced oil/gas services in Canada. Tweet finance |
Price: $18.590 Subject: CANADIAN SMALL & FINANCIALS Bias: OPTIMISTIC Owned: Yes |
| 2012-03-01 | BUY | Jim Huang |
Good management team. Inexpensive. Well diversified. Getting into tank storage business, which is exciting. Tweet finance |
Price: $18.770 Subject: NORTH AMERICAN Bias: BULLISH on GOLD Owned: Yes |
| 2011-12-29 | WAIT | James Hodgins |
Fantastic company. They do a great job of knowing where the next big play is going to be and either moving rigs or purchasing some in the area. Fantastic ROE. They continue to do quite well. Looks pricey here and given his negative opinion on commodities, he would not buy now. Tweet finance |
Price: $17.400 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BEAR on COMMODITIES Owned: Unknown |
| 2011-12-12 | BUY | Jason Donville |
Still a buy. Went down for no particular reason and then up again. He has no intention of selling it. Tweet finance |
Price: $16.950 Subject: CANADIAN SMALL & FINANCIALS Bias: BULLISH Owned: Yes |
| 2011-10-20 | COMMENT | James Hodgins |
Owning over a 3-5 year time period? Over that period of time, this would be fine but over the next 12 months, it will be a difficult space to be in. Fantastic management. Tweet finance |
Price: $13.460 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BEARISH Owned: No |
| 2011-10-17 | BUY | Jason Donville |
He likes return on capital and the CEO of this company gets that. Tend to grow their business in the down cycle so they have assets at the right time. Fantastic management team. Tweet finance |
Price: $13.330 Subject: CANADIAN SMALL & FINANCIALS Bias: CAUTIOUSLY OPTIMISTIC Owned: Unknown |
| 2011-09-08 | TOP PICK | Jason Donville |
Good management team and really well diversified. With the price of oil going sideways, the producers are not the place to be. With oil at $85 they are busy and are making lots of money. Demand for rental services is high. Tweet finance |
Price: $13.160 Subject: CANADIAN GROWTH & FINANCIAL Bias: SELECTIVE Owned: Yes |