List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-17 | TOP PICK | Jeff Young |
Will benefit from the reduction in heavy oils. Like Batex only with a smaller price. A long term hold. If oil stays at it's current levels, we could see $3 easily. Tweet finance |
Price: $2.320 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Yes |
| 2013-05-14 | WAIT | Joanne A. Hruska, CFA |
Does she still recommend Twin Butte Energy and is the distribution sustainable? She sold her holdings about 6 months ago because of their debt levels. Looking at getting back into it again. But Twin Butte just announced that they are having a weaker quarter so she is waiting a quarter or two before getting back into it. Looking for sustained production. The company's debt is getting smaller. Tweet finance |
Price: $2.120 Subject: ENERGY/RESOURCE Bias: UNKNOWN Owned: No |
| 2013-05-10 | WATCH | Bill Harris, CFA |
There are a handful of these companies that say they want to be dividend payers. They hit a hiccup. We have to see if they can execute the plan. See if they address their operational issues. They have a sustainable business. Tweet finance |
Price: $2.140 Subject: RESOURCE Bias: DEFENSIVE Owned: Unknown |
| 2013-04-22 | COMMENT | John Stephenson |
Generally he would consider this as a Buy but in the current situation he would classify it as a Hold or a Sell. It trades along with heavy oil, which is moving down and differentials are moving wider. Tweet finance |
Price: $2.330 Subject: RESOURCE Bias: CAUTIOUS Owned: Unknown |
| 2013-04-17 | COMMENT | Eric Nuttall |
Should be regarded as a low growth, stable dividend player. If oil falls significantly more, he would be mildly cautious. Have been hedging on both their oil exposure and the differential exposure. Very confident management. Tweet finance |
Price: $2.310 Subject: OIL & GAS Bias: UNKNOWN Owned: Unknown |
| 2013-04-16 | TOP PICK | Bill Bonner |
This is his #1 name in terms of low payout ratio. This includes the dividend and capital spending to maintain and even grow a little bit. Spending less than their cash flow when you add the dividend and capital program together. Feels it can offer some growth in terms of its 8.24% dividend through its acquisition strategy. Tweet finance |
Price: $2.330 Subject: OIL & GAS Bias: BULLISH on ENERGY Owned: Yes |
| 2013-03-28 | BUY | Dennis Da Silva |
(Market Call Minute) Heavy oil play. Tweet finance |
Price: $2.460 Subject: RESOURCE Bias: SELECTIVE Owned: Yes |
| 2013-03-21 | TOP PICK | Michael Decter |
Above 8% dividend. Some of their wells froze in Q4 last year. Frozen wells are something that is cured by time. It just over reacted. Tweet finance |
Price: $2.320 Subject: CANADIAN LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-03-06 | BUY | Michael Giordano |
Likes it. They managed to go to a dividend paying model by buying assets in the Lloyd minster area. A bit a hiccup recently because some wells in a certain area were underperforming. They put in a cushion that allows them to meet some of the hiccups. 9% dividend is safe. Tweet finance |
Price: $2.160 Subject: RESOURCE Bias: CAUTIOUS Owned: Unknown |
| 2013-03-04 | BUY | John Stephenson |
A good name and the future looks pretty good. Has traded off a little bit because of the oil differential. Tweet finance |
Price: $2.130 Subject: RESOURCE Bias: CAUTIOUS Owned: No |
| 2013-02-27 | BUY on WEAKNESS | Mason Granger |
Feels dividend is sustainable but concern that they have some issues at their Primate properties. This, coupled with wider differentials, they decided to curtail capital spending and take down production forecasts for 2013. Doesn’t think it is a broken story. 9.6% dividend yield. Wouldn’t add to any position ahead of the 1st quarter because the company had challenges with production levels. Use this as an opportunity to add to weakness. Tweet finance |
Price: $2.050 Subject: OIL & GAS Bias: BULLISH on OIL Owned: Unknown |
| 2013-02-22 | PARTIAL BUY | Jeff Young |
Sold his holdings at around $3 and just bought it back recently. Had some production issues with a major well that set them back a little bit. Doesn’t think it changes their strategy long-term. Good assets and very disciplined management team. Wouldn’t back the truck up yet but wait to see some progress on the issue. Tweet finance |
Price: $2.210 Subject: CANADIAN DIVIDEND Bias: BULLISH o n CDN DIVIDEND STOCKS Owned: Yes |
| 2013-02-22 | HOLD | Jaime Carrasco |
Pays a good dividend and he thinks it has room to grow its production. The problem is that they are facing a lot of headwinds because of the price of oil. Tweet finance |
Price: $2.210 Subject: RESOURCE Bias: BULLISH on GOLD Owned: Yes |
| 2013-02-11 | BUY on WEAKNESS | Eric Nuttall |
Company stumbled which is uncharacteristic of this management team. 2 weeks ago they announced they were having reservoir issues in their Primate area. Trading at about 5.5X. Feels dividend is still quite safe. Payout ratio is just under 100%. Balance sheet is not bad at 1.4X debt to cash flow. At a lower price, he will be adding to his holdings.` Tweet finance |
Price: $2.150 Subject: OIL & GAS Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2013-01-25 | BUY | Alice Tsang |
(Market Call Minute.) Yield play of about 7%. Valuation is great. Spending within their means. Payout ratio within 100. Tweet finance |
Price: $2.740 Subject: CANADIAN RESOURCE Bias: BULLISH Owned: No |