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Twin Butte Energy

Stock Symbol: TBE-T

Last Price Recorded: 2.2800 on 2013-05-22 01:14:50

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Date Signal Expert Opinion Price
2013-05-21 BUY Mason Granger

600 Million Market Cap.  Converted to dividend structure a year and half ago and did a number of tuck-in acquisitions.  They stumbled a bit earlier on this year.  Bought part of Emerge (Primate Asset).  They had some issues with wells in the winter and lost about 900 barrels a day. They cut their capital program this year to be prudent but the market took them down.  8.4% yield is sustainable.

 Price:
$2.280
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
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.

 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.  

 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.

 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.

 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.

 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.

 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.

 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.

 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.

 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.

 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.

 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.

 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.

 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.`

 Price:
$2.150
Subject:
OIL & GAS
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 54 entries
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