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Compiling comments that experts make about stocks while on public TV.

Arc Resources Ltd Stock Symbol: ARX-T

Last Price Recorded: $17.9300 on 2017-09-22

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Date Signal Expert Opinion Price
2017-09-15 COMMENT Dennis da Silva

(Market Call Minute.) Kind of a granddaddy of Montney. They’ve been in the play for a long time. He is kind of looking for a consistent 12% kager (?) and growth over the next 4 years. All the infrastructure is locked in. Has a beautiful yield.


Price:
$17.600
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-18 TOP PICK Norman Levine

Oil and gas company, mostly natural gas, mostly in BC.  A lot of that is explaining why it is acting as it is in the short term.  It has a secure dividend.  The problem is that it is in BC. He likes natural gas.  Buy things when they are beaten up. 


Price:
$15.790
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-07-25 TOP PICK Norman Levine

Montney area, 70% gas.  He thinks the outlook for gas is better than oil.  It has been hurt by the fact that they are a BC energy producer.  We are closer to the bottom than the top in this industry.  (Analysts’ target: $22.50).


Price:
$17.460
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-16 COMMENT Norman Levine

Largely a natural gas company, largely in British Columbia. He prefers natural gas to oil. The outlook for natural gas is on “shortages of being able to be delivered”. A well-run company with a good balance sheet and good properties, largely in BC. When he bought this, there was a Liberal government that was open to resources and LNG, and now there is a coalition government who are against resources, and that is affecting the BC producers.


Price:
$16.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-12 WATCH Keith Richards

It was a in a downtrend and then made a base.  It started taking out old highs, was moving up and then it hit a bit of a lid and took out a previously low, so it is starting a new downtrend.  It may be basing again.  It is too early in the basing phase, if it is basing.


Price:
$17.320
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-26 COMMENT Michael Smedley

The company has reshaped itself after its particular crisis about 1.5 years back, and are operating quite comfortably, but isn’t cranking the handle for everyone. In the long-term, this will continue to be one of the majors. If you want to be in the sector, then continue to hold.


Price:
$17.750
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-05-16 HOLD Christine Poole

Sell holdings? She actually added a bit to her holdings in December when OPEC 1st announced the production cuts. A very low cost producer and in a very attractive region in the Montney. Have a very strong balance sheet, stronger than its peers. She would not sell this, and is hoping for improved energy prices over the next 6-12 months.


Price:
$18.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-09 COMMENT Lyle Stein

Has been dramatically underweight in the energy space. He started the year with a view that oil was going to be $45-$55 for this year. Bargains are starting to appear. In the oil patch, this is one of those names he would be looking at. It’s liquid and it is well run.


Price:
$17.740
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2017-05-08 DON'T BUY Don Vialoux

This has been a disappointment. On a seasonal basis, energy stocks like this, particularly the gassy ones, do very well from around the end of January right through until the middle of May. This year, it is just not doing it. Technically it is in a downward trend and underperforming the market. Look for better opportunities elsewhere.


Price:
$18.140
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-04-25 DON'T BUY Brooke Thackray

The fact that the chart has been moving downwards, at the time that natural gas has been going up, is not a good sign. Wait for it to start to show positive absolute performance.


Price:
$18.280
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-04-24 BUY Peter Brieger

A great, long term story, although the chart looks awful. It has a good yield and it is extremely well-managed.


Price:
$18.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-21 COMMENT Greg Newman

Low cost natural gas producer. Very efficient and very reliable growth. Production has steadily increased every year since 2012. Relative to the group, the valuation is okay. Great balance sheet, which is key in the oil names. A quality name, and probably an opportunity here.


Price:
$18.420
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2017-04-05 COMMENT Dennis da Silva

The grandfather of the Montney play in terms of a very well-run company. A very disciplined management team and a strong balance sheet. The issue is really just gas prices. They have a great growth plan to grow from their 120,000 BOE a day, and have the ability to get their product to market. The biggest risk is really just gas prices.


Price:
$19.090
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
Unknown
2017-03-23 BUY Eric Nuttall

You can’t fault them as a company.  His problem is that you pay a premium.  If you are very bullish, this is not the one to own, but you can sleep at night with this one.


Price:
$18.600
Subject:
ENERGY
Bias:
BULL on OIL
Owned:
Unknown
2017-03-17 PAST TOP PICK Michael Sprung

(A Top Pick Feb 4/16. Up 7%.) A really well-managed company. Oil and gas exposure. A yield of about 3%. Good balance sheet and well diversified in terms of operations.


Price:
$18.880
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-02-10 TOP PICK Norman Levine

He likes that it is about 72% natural gas, and mostly in the Montney in BC. It recently sold a major piece of its oil operation in Saskatchewan. They are a low-cost producer. Great management. Dividend yield of 2.89%. (Analysts’ price target is $27.00)


Price:
$20.740
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-02-01 BUY Michael Sprung

He likes this and thinks it is very well positioned. Selling between 7 and 8 times cash flow, which is not too bad. There is potential for it to pay more dividends going forward, particularly if the environment continues to pick up. A very well structured and very well financed company. Fairly good balance sheet within the industry.


Price:
$20.360
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-23 BUY on WEAKNESS Bill Harris, CFA

Gas is constrained (See today's market comment above).  ARX-T never got cheap last year when gas pulled back.  He bought TOU-T and then VET-T.  He would have bought ARX-T, but it just never came off.  It never got creamed.


Price:
$20.430
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
No
2017-01-18 COMMENT Greg Newman

A good name. It is down 10%, because he thinks it is border tax concern. Also, natural gas prices kind of had the stuffing knocked out of them in the first 2 weeks of January. Their balance sheet is really fine. Valuation is a little bit pricey relative to its peers, but it is not an expensive valuation. The dividend is paying you to wait, and is fairly sustainable. He is looking at a $3.30 natural gas price. Thinks you will be fine.


Price:
$20.830
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Unknown
2017-01-11 PARTIAL BUY Christine Poole

67% natural gas liquids, and their properties are in very low cost regions, Northeast BC. Like many other producers, they’ve cut the CapX budgets from a few years ago, and are kind of repositioning where they want to focus. They are increasing their CapX budgets this year. At these price levels, she would start nibbling.


Price:
$21.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-05 COMMENT Douglas Kee

Natural gas and oil. He has watched this over the years. The company has done well along with all the rest of them. Good management.


Price:
$22.790
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2016-12-28 TOP PICK Norman Levine

He likes natural gas better than oil, and this one is largely natural gas. It recently sold its Saskatchewan oil properties, so it is now about 72% natural gas. He likes that most of their natural gases are in BC in the Montney, which is a great area to be in. Low cost producers. Really good management. Dividend yield of 2.6%. (Analysts’ price target is $27.30.)


Price:
$23.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-21 TOP PICK Michael Sprung

He always looks for companies that have strong financial backing. They recently sold some assets in south east Saskatchewan, which even further enhances their balance sheet, and allows them to have more choices in how they deploy capital going forward. Management has always been extremely good in deploying capital. He looks at this as being not only one of the survivors, but one of the benefactors of all the turmoil that has happened in the energy patch. He wouldn’t be surprised to see dividends start to increase again. Dividend yield of 2.62%. (Analysts’ price target is $27.30.)


Price:
$22.910
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-12-19 TOP PICK Peter Brieger

Midsized, gas weighted producer in Northeastern BC as well as Alberta.  Pristine balance sheet with all kinds of room to grow.  (Analysts’ Target: $27.24).


Price:
$23.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2016-11-08 TOP PICK Norman Levine

About 60% natural gas and 40% oil, with most of its holdings in BC, not Alberta. He likes the outlook for gas. Gas is currently weak because it is warm, but that will change when we get a colder than normal winter. He likes management and the balance sheet. This is a low-cost producer. Dividend yield of 2.6%.


Price:
$22.560
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-01 PAST TOP PICK Robert Lauzon

(A Top Pick July 30/15. Up 19.49%.) Great management and great assets. They have basically a manufacturing operation of liquid rich gas in the Montney in BC. When you go through it in detail, you can see a 20-30 year plan. Pays a good dividend. Very high quality.


Price:
$23.000
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-08-08 COMMENT Lorne Steinberg

This is, in a large part, dependent on the commodity price. It used to be an income trust, and has always been a pretty well run company. He doesn’t own the Canadian energy sector, and is not a huge fan of the natural gas side. There is so much gas around, that it is hard to see gas prices rising much from here. No one is making much money at these prices. Costs and environmental costs keep going up.


Price:
$23.660
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
BEARISH on BONDS
Owned:
No
2016-07-12 HOLD Bruce Campbell (1)

This has been a consistent performer over the past 20 years and is well-managed. It is a mixture of oil and gas, and they are spreading out into the gassy side in northern BC. The LNG announcement yesterday was kind of a negative for the area. However, this is so diversified he thinks you are okay.


Price:
$22.680
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-06-02 PAST TOP PICK Michael Sprung

(A Top Pick June 8/15. Up 5.39%.) A company he likes to own within the resource sector. The trick in energy in the last couple of years has been to go with the strong companies with good management, fairly good financials, and that have the prospect of increasing production over time. Their major plays are in good areas. Has a yield of just under 3%.


Price:
$21.740
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-16 TOP PICK Swanzy Quarshie

An excellent company. Really good risk management. A great management team. Likes the balanced nature of their portfolio. They do very well hedging the gas component of their portfolio, because they are such good risk managers. Their resource base is probably one of the best in the country. Excellent technical team which is done very well with their drilling. Low cost operators. The company has lagged their high-quality peers, which she feels is unjustified. Dividend yield of 2.87%.


Price:
$20.890
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
Yes
2016-05-16 PAST TOP PICK Swanzy Quarshie

(Past Top Pick, June 12, 2015 down 5.52%)  An excellent company. Really good risk management. A great management team. (See Top Picks)


Price:
$20.890
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
Yes
2016-04-22 BUY on WEAKNESS Josef Schachter

This is considered one of the best of the operators. Low cost, focused on natural gas with good oil components. Believes the balance sheet is in good shape. If you see this back up by $2-$3, it would be a great buy.


Price:
$21.040
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
Unknown
2016-03-17 COMMENT Mason Granger

Arc Resources (ARX-T) or Altagas (ALA-T)? 2 very different companies. With this, you get both gas and oil exposure with a 60/40 split of gas to oil. He likes this, and thinks it should be a core holding in any energy portfolio. Have some tremendous assets in the Montney with a lot of running room, particularly with Dawson and Attachie. They are spending most of their capital and growing those 2 plays, and easing up on their Saskatchewan Cardium assets. Recently cut the distribution, which he agrees with.


Price:
$19.650
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2016-02-10 COMMENT Swanzy Quarshie

A natural gas specialist. This is a “Best in class” company in the oil/gas space. Has been able to maintain some growth in this environment as well as maintaining its balance sheet. They are really good at hedging. Have enormous torque to the Montney gas play, and there is a lot of upside to the story on this.


Price:
$16.600
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
Unknown
2016-02-09 COMMENT Christine Poole

Hasn’t been adding any energy exposure for the last 1.5 years. This is a very low cost producer, located primarily in Alberta. Has an attractive yield. One of the higher-quality names. Supply growth in energy is still outpacing demand growth.


Price:
$16.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 TOP PICK Michael Sprung

In exploration, development, crude oil, natural gas and natural gas liquids. They are in 5 core areas. One that they are putting a great deal of emphasis on is the Montney area, where they have had great success. Trading at 6 to 8 times price to cash flow. Has a very strong balance sheet and very good participation in their DRIP program. Dividend yield of 6.56%.


Price:
$18.290
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-12-31 COMMENT Eric Nuttall

This is one of those “steady Eddie” gold plated names, which he typically does not buy because it typically does not become a price where you can usually make some really good money. Has held up fairly well, down 20%. His position is to buy names that are down 80%, where there is blood in the streets. 7.2% dividend yield.


Price:
$16.700
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2015-12-14 HOLD Peter Brieger

One of his 2 favourite energy stocks, with Crescent Point (CPG-T) being the other. Doing great work in the Montney area, building some gas plants. This is a long-term hold. He probably wouldn’t put new money into it today.


Price:
$15.970
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-12-11 COMMENT Jaime Carrasco

This is a great company. Hasn’t owned it for a long time. His company has it as a sector outperform with a $20 target. The yield is sustainable. This is one that he might be adding.


Price:
$15.950
Subject:
REITS, RESOURCES & UTILITIES
Bias:
CONTRARIAN
Owned:
No
2015-12-02 PAST TOP PICK Swanzy Quarshie

(A Top Pick June 12/15. Down 15.05%.) Still likes this a lot. Had some challenges with their Q3, but that was very temporary. Really likes the asset base. Quality management team. Even though they have exposure on the natural gas side, they have done well with their hedges. To have natural gas exposure with a company that also has a lot of oil exposure, it is definitely a healthy way to go.


Price:
$18.120
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2015-11-27 COMMENT Norman Levine

Only owns 2 energy stocks, and this is one of them. This is part oil and part gas. Has held up relatively well. Likes management and its land position. Balance sheet is good. A dividend with a resource stock is never 100% safe, but in most conditions this company’s dividend is safe. He likes the long-term outlook. Dividend yield of 6.6%.


Price:
$18.160
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-09-25 COMMENT Dennis da Silva

A liquids rich gas producer and one of the grandfathers in the Montney space. A name that will let you sleep well at night, because they are such stewards of value and value creation. Never cheap, but always delivers. It has weathered the storm better than most, probably because of the strength of its balance sheet. Well hedged at about 40% through 2016. Can still deliver growth of probably 5% from growth and 6%-7% on yield.


Price:
$18.140
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
Yes
2015-08-31 COMMENT Rick Stuchberry

More gas than oil. It is strategically located if we could ever get any of the gas lines built to the West Coast. They have lots of reserves. Thinks it will pick back up again, but we need a couple of things to happen. We need the energy complex to get some money in it. The sector is cheap. Dividend yield of 6%.


Price:
$19.780
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-06 DON'T BUY David Baskin

Doesn't think that the dividend is safe in this sector and recommends staying away from it.

 


Price:
$19.640
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2015-07-30 TOP PICK Robert Lauzon

A quality company that runs its business like it will be around for another 25 years.  Hold it for a long time and see 10% a year.


Price:
$20.330
Subject:
ENERGY
Bias:
SELECTIVE
Owned:
Yes
2015-07-24 COMMENT Jeff Young

One of the higher-quality companies and thinks it will be a survivor coming out of this. About a 60% gas producer. Good assets. He can’t guarantee the dividend is safe as it will depend on commodity prices.


Price:
$19.210
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-06-29 COMMENT Michael Simpson, CFA

A producer in the energy industry.  An ENP producer.  They have hedges in place.  The payout is slightly over 100% in this environment.  Steady dividend growth.


Price:
$21.180
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Unknown
2015-06-22 PAST TOP PICK Michele Robitaille

(Top Pick May 23/14, Down 28.68%) The play is getting better and better for them.  They run it to create long term value and she still likes it.  LNG projects could be a potential outlet for their gas.  They are one of the lower cost gas producers in the basin.


Price:
$21.900
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
Yes
2015-06-22 HOLD Peter Brieger

One of his favourites in the Natural gas area.  Energy has been beaten up.  There is a potential additional supply from Iran that has to come to market at some point.  If the G7 does a deal with Iran, which he thinks will not happen, it could lead to a million barrels of supply in a year.  He decided to stand back and watch and wait.  It’s far too late to sell.  He would continue to watch it and hold it, but don’t buy at this time.  5.5% yield.


Price:
$21.900
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-12 TOP PICK Swanzy Quarshie

An opportunity for you to make money on oil or liquids growth, but also have the natural gas optionality. Has been a significant underperformer in an environment where it should actually be doing very well. This is one of those Hallmark Canadian dividend paying companies. Have a huge resource base in the Montneys that is potentially going to benefit from any exports from Canada if the LNG projects go forward. Dividend yield of 5.43%.


Price:
$22.110
Subject:
OIL & GAS
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2015-06-08 TOP PICK Michael Sprung

An investment in energy for people that are looking for places to initiate positions in the energy sector. Extremely well-managed. About 60% weighted to natural gas. Has a really good balance sheet. Yield of 5.51%, which is fairly well covered by earnings, and more than covered by cash flow.


Price:
$21.760
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-05-12 WATCH Christine Poole

The stocks all had a bit of a rally when energy prices improved. This company came out very early with an equity issue to strengthen their balance sheet, because they wanted to be in a position to acquire some distressed assets. They did not cut their dividend like a lot of the companies did. Well-managed company. She hasn’t been adding to her energy exposure yet as there might be a pullback in crude. If it happens, then stocks might pull back a little bit more. She is waiting for another bit of a pullback before she buys anymore.


Price:
$23.300
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-17 WAIT Norman Levine

One of the 2 energy stocks that he does own. A mixture of oil and gas. Exceedingly well-run company with very good properties. He would hold off buying because he thinks the price of oil is going back down again and gas has stayed down.


Price:
$25.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-09 SELL Fabrice Taylor

(Market Call Minute) Does not want to be exposed to energy.


Price:
$22.640
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2015-04-08 HOLD Robert Lauzon

A perfect stock for a long-term investor. They’re running this very efficiently. A low cost structure. They are not making short-term decisions to manage the market. It will be up and down with the commodities, but management is doing the right things.


Price:
$22.230
Subject:
ENERGY
Bias:
UNKNOWN
Owned:
Unknown
2015-04-02 COMMENT Mason Granger

This is a core holding for him. He considers a management team to be amongst the best in the business. They have a very disciplined focus on profitability. This gives you about a 60% weighting towards natural gas, which is very well hedged with favourable prices relative to strip. 40% of their asset base is oil weighted. He is quite comfortable with the sustainability of the dividend.


Price:
$22.560
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2014-12-22 TOP PICK Darren Sissons

Regarded as one of the premier oil names. Oil is cheap and you can buy quality oil names and eventually you will do well. This one is a little more gassy. He likes the location, the market it is exposed to, the management team and the balance sheet. At some point, maybe we’ll get the pipeline to the east. Dividend yield of 4.62%.


Price:
$25.800
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-12-15 BUY Michael Bowman

Has been around for a long time.  Best in class.  Great management.  Probably one of the more supreme companies when it comes to managing production. 


Price:
$23.430
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
DEFENSIVE
Owned:
Unknown
2014-11-20 TOP PICK Darren Sissons

There has been a big decline in energy prices. This is a very good management team.  The dividend is sustainable at current levels.  They have exposure to all the right markets.  A balanced portfolio.  Longer term this will make some money.


Price:
$29.250
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2014-10-23 HOLD Greg Newman

He is modeling this assuming that WTI oil is at $80 and stays there, and natural gas is at $3.50 and stays there. The balance sheet is still very strong. Cash flow is 1.1X versus its peers at around 3X. Cash flow growth would still be very strong at around 16%. Dividend growth rate would still be quite good with the payout ratio of about 117%, still sustainable relative to its peers at that level of about 145%. Valuation would still be good. An excellent operator with great resources. They stand to benefit from a lot of LNG opportunities opening up, seeing that they are 40% exposed to natural gas.


Price:
$27.980
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
CAUTIOUS
Owned:
Unknown
2014-10-20 DON'T BUY David Baskin

He is not bullish on the energy extraction industry at all right now.  There is a whole lot of oil, gas and coal in the world.  These guys are price takers.  There is nothing they can do to better their prospects in the market.  Capping wells is a bad solution for income investors.  Look in a more stable industry like a high paying REIT for income.


Price:
$28.700
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-22 HOLD Peter Brieger

A core energy holding.  Has been a disappointment recently because of what Nat Gas is not doing.  4% yield.  It is too late to sell it.


Price:
$29.700
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-04 COMMENT Douglas Kee

This has done well. Dividend has been stable. Feels the natural gas price has to stay above $4 longer-term, and then they could look at increasing their dividend. The model is that they pay out a lot of the cash flow in dividends, so you can’t expect a big increase.


Price:
$30.420
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2014-08-25 PAST TOP PICK Eric Nuttall

(Top Pick Aug 19/13, Up 28.74%) A perennial sleep at night Nat gas stocks.  It always trades at a premium.  The dividend is very sustainable.


Price:
$31.630
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
No
2014-08-22 BUY on WEAKNESS Don Vialoux

Natural gas normally bottoms around the end of August, as do the stocks.  Now there is a nice little base pattern forming.  The trend is still not there yet and relative strength is probably slightly better than the TSE.  He likes gassy stocks and they are showing signs of base building. 


Price:
$31.460
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2014-08-22 PAST TOP PICK Jeff Young

(A Top Pick Sept 19/13. Up 24.72%.) They continue to deliver. Have very good lands in northeast BC and Alberta, and are strong operators in that. Well-placed for LNG, should that come about at some time.


Price:
$31.460
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2014-07-31 BUY Greg Newman

Suffered a little bit because natural gas prices have come down. He is constructive on this name. Just reported and had 110,000 production versus 107,000 that the market was looking for. Their Parkland and Tower assets are having very impressive production growth. His model suggests that this could have 40% earnings growth over the next few years. Payout ratio of 116% on 2015 estimates is pretty good. A pretty clean balance sheet.


Price:
$30.040
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-23 TOP PICK Michele Robitaille

One of the premier names in oil/gas in Canada. Great track record of creating shareholder value. Very strong management team. Strong technical focus on a risk managed basis, which she tends to like. Very committed to being a balanced income and growth player. Have had top quartile efficiencies in all of their plays. Their recycle ratios are about 2.2, comparing very well with their peers. Very low funding and development costs. Have been able to replace the reserves by more than 200%. Dividend yield of 3.76%.


Price:
$32.000
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
Yes
2014-04-16 COMMENT Rick Stuchberry

Really likes this. When we get pipe to the West Coast and they start taking Montne gas out, this is going to be a beneficiary. Has a great yield.


Price:
$32.420
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-04-15 COMMENT Keith Richards

A good looking chart. It has gone through periods of consolidation. It is probably due to pull back which would probably be $30. As a longer-term trader, he would not be worried about this.


Price:
$32.450
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2014-04-10 BUY Philippe Capelle

Positive.  Momentum is strong.  These names are going to go higher although not as fast as over the last couple of months.  There is a chance they could increase the dividend in the future.


Price:
$31.460
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
Unknown
2014-03-04 DON'T BUY Bill Harris, CFA

The gas price has done well because of the cold winter.  He likes gas and wants to be invested in it.  They are not super low cost so he has stayed away from it.  LNG works if the gas price is low because other countries want to buy it then, but if it goes up they don’t. 


Price:
$29.770
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
No
2014-02-20 WAIT Mason Granger

A core holding.  Very conservative balance sheet and strong track record for management.  It has been held back in price appreciation.  Thinks there may be a large financing from Imperial oil coming soon.


Price:
$29.800
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-02-12 BUY Don Vialoux

Period of seasonal strength is from about the 3rd week in January right through until April of each year. This year it is already getting set up. It has actually broken to a new high and chart shows an upward trend has already been established.


Price:
$29.290
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2013-11-15 BUY Greg Newman

He sees EPS growth 2012-2014 of 26%. They displayed very good budget discipline and very impressive growth. Their Montney visibility continues. Very solid balance sheet. Very good metrics. This is one of the ones to own in the natural gas space. His target is $32. 4% dividend yield.


Price:
$29.760
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2013-11-08 COMMENT Bruce Campbell (1)

Approaching the top of its channel and he can see $31-$32 a year from now, so not much growth from here. This is a gas/oil, mix of 60/40. Decent dividend of around 4%. Prefers this one over Inter-Pipeline (IPL-T).


Price:
$29.670
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-11-07 BUY John Stephenson

A more conservative way to play energy. Fairly equally balanced between oil production and gas production. Have one of the largest land positions in northeast BC, a liquids rich area in the Montne. Likely to get pipeline access in the future for LNG. Ultimately, it could be a takeover or continue to drive earnings growth.


Price:
$29.530
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on BANKS
Owned:
Yes
2013-11-06 HOLD David Burrows

(Market Call Minute.) Prefers some of the US-based higher growth oil/gas companies. This is performing well though.


Price:
$28.730
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-11-04 HOLD Eric Nuttall

(Market Call Minute) Steady eddie 4% yield plus 10% growth.


Price:
$28.300
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2013-10-31 DON'T BUY David Baskin

Not a low-cost producer and there is a surfeit of natural gas, which is increasing. In the event that a LNG terminal is built in BC and provides a new market for all the natural gas that is being produced, that is very positive for companies like this. However, this is probably 5 years before that comes in to realization. In the meantime, finding costs are high and they are having a hard time competing.


Price:
$27.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-09-23 DON'T BUY David Cockfield

Has been basically out of gas stocks, except for a small holding in this one. This has one of the best managements in the patch and has done very well. They are also into gas liquids which has helped. From a bottom-line standpoint. Gas is not going to be a good area to operate in for some time. It’s not the companies, just that there is a lot of gas. Until we can ship gas offshore (LNG), the gas industry is going to be facing some problems.


Price:
$25.900
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-09-19 TOP PICK Jeff Young

Oil prices did well but gas has not.  Temporary problem in western Canada and that will solve itself over the next couple of months.  High quality name.  Pick away at it when you get your chance.


Price:
$26.180
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Unknown
2013-08-19 TOP PICK Eric Nuttall

Very well regarded management team. Have 10-15 year plus drilling inventory. Stock is down about 12% from recent highs. Yield of 4.68%.


Price:
$25.520
Subject:
OIL & GAS
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2013-08-14 HOLD Michael Giordano

Gas weighted and has been affected by the lower natural gas prices that are realized in Canada. US has enough natural gas that they don’t require as much import from Canada. That, coupled with the tolling that pipelines have been charging, makes it harder to get natural gas out of Canada. As a natural gas company it is a good one to hold onto. Nice 5% yield and generates good cash flows. Have hedged out nat gas prices at well north of $4.


Price:
$25.550
Subject:
RESOURCE
Bias:
BULLISH
Owned:
Unknown
2013-08-12 HOLD David Cockfield

[Caller wanted to switch to Gibson]  Never make decisions on short term performance.  Likes ARX. Under pressure and is one of the few gassy stocks he holds.  When the yield got down because the price was up, he took a little off the top.  One of the best managed companies in the sector.  The price of Gas is back under $3 and it is hard to make money at this level.  He doesn’t see it changing.  These guys have always done a good job and are bringing on some production at a low cost in the next year.  If it gets lower he may add some back.


Price:
$25.610
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2013-08-09 BUY Martin Davies

Good management with a very disciplined approach in allocating capital. Extraordinarily good balance sheet. Fairly low decline rate. Valuation is high. Good record of increasing dividends.


Price:
$25.180
Subject:
CANADIAN ENERGY
Bias:
BULLISH on OIL
Owned:
Unknown
2013-08-09 SELL Don Vialoux

Seasonally does well from Mid-July to until October.  Did that last year.  We have not seen this in 2013.  It is in a downward trend, in, below 20 day moving average and underperforming the TSX, so not a buy.


Price:
$25.180
Subject:
SEASONAL & TECHNICAL
Bias:
CAUTIOUS
Owned:
Unknown
2013-08-08 SELL David Burrows

Sold the last this morning.  Great gas assets but technically the stock is breaking down here.  Don’t fight the sector.


Price:
$25.420
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-07-30 DON'T BUY Eric Nuttall

Cautious on a name like this because the price of natural gas in Canada today is much less than what many people perceive. This is because of the basis differential, the difference between natural gas prices in Alberta relative to other benchmarks and is very, very wide. Good management and the asset base is super quality but is trading at a very high multiple. He doesn’t believe in $5-$6 natural gas. He thinks it is capped at $4-$4.50 for many years to come, even with LNG.


Price:
$26.170
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2013-07-23 PAST TOP PICK Mason Granger

(A Top Pick June 25/12. Up 40.88%.) Has pared this back a little bit but if he sees some weakness he will be adding back. If you don’t own, wait for a better price entry, about $17.


Price:
$26.640
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2013-06-11 COMMENT Christine Poole

The 3 names she owns in energy are Arc Resources (ARX-T), Bonavista (BNP-T) and Crescent Point Energy (CPG-T). If she had to pick one that was more natural gas, it would be this one. Great operators and provides a yield in the low 5%. Good growth profile and visibility on how they are going to grow their production.


Price:
$27.510
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-21 PAST TOP PICK Mason Granger

(Top Pick Jun 25/12, Up 48.13%) Has been a core holding for years.  Tremendously well run company with a discipline for hedging gas prices and paying a sustainable dividend.  Exciting resource behind this company and an inventory to last years.  He will be scaling out of it as it has risen and will now be buying it back on a dip.  He trades it.  60% gas / 40% oil.


Price:
$27.590
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2013-05-15 DON'T BUY David Baskin

Too expensive right now.


Price:
$27.140
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-10 WEAK BUY Bruce Campbell (1)

Healthy dividend.  In last two or three years it was a laggard and then gas came back in favour and it went up. It is now fairly fully valued.  Decent hold for the dividend but more growth in others.  Prefers TOU-T.


Price:
$26.930
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Unknown
2013-04-19 PAST TOP PICK David Cockfield

(A Top Pick May 4/12. Up 38.59%.) This is one of the best managements in Alberta. Have a lot of gas liquids. Yield of 4.5%.


Price:
$26.640
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-17 COMMENT Eric Nuttall

Only challenge he has with this is that it is perceived high-quality, and it is high-quality and you have to pay for that and he can’t stomach the multiple. Great asset base in the Montney both in dry and liquid gases. There are constant rumblings that they could be a takeout target. Already discounting a pretty high gas price. There are better opportunities in the natural gas market.


Price:
$26.750
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
No
2013-03-25 COMMENT John O'Connell, CFA

(Market call minute.) Great company. A little bit rich. Good dividend and very well run.


Price:
$26.470
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2013-03-11 BUY Ryan Bushell

Solid dividend yield, mostly Nat Gas assets.  He would not have a problem owning it. 


Price:
$26.970
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
No
2013-02-27 BUY Mason Granger

Expensive stock with Price to Cash Flow at almost 11 times, but feels it is expensive for a reason. Company has a lengthy track record of very good capital allocation. Have a tremendous amount of inventory. Runs a conservative balance sheet and a sustainable payout ratio. Should be a core holding for anybody in oil and gas. 4.6% yield.


Price:
$25.670
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2013-02-27 PAST TOP PICK David Cockfield

(A Top Pick Feb 17/12. Up 9.55%.) One of the smartest management’s that you’ll find in the gas industry. They emphasize the liquids part of their business.


Price:
$25.670
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2013-02-25 PAST TOP PICK Peter Brieger

(A Top Pick Feb 29/12. Up 4.66%.) This is doing most everything right. They are hedging, acquiring lands. Great long-term prospect.


Price:
$25.500
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-01-21 COMMENT Greg Newman

Will trade off the natural gas contract, which will trade off weather but he is not interested in doing this. Natural gas is going to be a tough place to be for probably a lot of years until LNG exports are really a go. An off year for them with only 3% production growth. Excellent balance sheet. Diversifying out of dry gas into natural gas liquids. Believes they are hedged for 2013 so your dividend is safe. Would make it a core holding on pullbacks of natural gas.


Price:
$23.890
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2012-11-06 BUY Greg Newman

Great company in the natural gas space. Very flexible asset base. Top quartile producer. Able to add reserves at a very low cost. Flush with cash through 2013. One concern he has about this company and natural gas is that he doesn’t know how much higher gas prices can go until there is LNG exported.


Price:
$23.830
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2012-11-02 BUY on WEAKNESS Norman Levine

Natural gas. Very much hopes it goes up and he thinks it will. This company is on his list if it starts to look better. Would like to see the stock off $2-$3, which would be a good entry point.


Price:
$24.220
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2012-10-31 PAST TOP PICK Steve Carlin

(A Top Pick Oct 26/11. Up 4.2%.) Sold this stock during the weakness of natural gas prices. Would look at this name in the lower $20’s.


Price:
$24.250
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2012-10-25 COMMENT Douglas Kee

Fairly stable pricewise. As long as oil prices stay above $80 and gas prices are $3 or so, he thinks they will be able to get through it. Well managed.


Price:
$24.250
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2012-10-22 COMMENT Fabrice Taylor

Gas producer with the strong likelihood of being taken over as part of the whole LNG story. Most of the intermediate gas producers are trading at a discount to what is supposed to be their NAV. Probably okay. Maybe not in a year but at some point there is a good probability it gets bought.


Price:
$24.560
Subject:
NORTH AMERICAN
Bias:
BEARISH
Owned:
Unknown
2012-10-19 BUY David Cockfield

Has a lot of support within the research industry in terms of what they have been able to do. Fairly strong in natural gas liquids. Good managers. Feels it should be a $30 stock.


Price:
$24.910
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2012-09-24 COMMENT Peter Brieger

Likes it because it is a great window on natural gas. Good yield at 5%. Feels the dividend is totally safe even if natural gas prices and oil collapse. (See Top Picks.)


Price:
$23.880
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2012-09-18 DON'T BUY David Burrows

Bonavista (BNP-T) or Arc Resources (ARX-T)? In North America we have had very low gas prices and lots of volume growth. He has tried to take advantage of gas by being on the infrastructure side of things and benefiting from processing and transportation. If you want to own gas specifically, he would be more inclined towards Peyto (PEY-T), which is a very low cost producer and they have lots of liquids which are quite valuable.


Price:
$23.700
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2012-08-22 PAST TOP PICK Steve Carlin

(A Top Pick Oct 26/11. Down 2.04%.) Because of the weakness in natural gas in the 1st quarter he got out of the stock in his portfolio but his firm still has some. Company just announced a big financing to help shore up the balance sheet just as he had expected.


Price:
$23.430
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-07-31 DON'T BUY Brian Acker, CA

Fully valued.  Had a run up $ 13.63.  Doesn’t like it.


Price:
$25.030
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2012-07-24 BUY on WEAKNESS Peter Brieger This is one of his favourites. Feels that natural gas is going to recover. With US recovery, there could be a pickup in demand for natural gas. Wait for a pullback.
Price:
$23.290
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2012-07-23 BUY Andy Nasr This is a core holding for him. Great management. Have been able to increase production tenfold since 1996. If gas prices go up, as he expects, his name will certainly benefit. Low-cost producer. A lot of their production is liquids rich so they get the benefit of selling off some by-products. With their assets, this stock could easily be worth $28-$30 in a year or 2. 5.2% dividend yield.
Price:
$23.520
Subject:
CANADIAN DIVIDEND & REITS
Bias:
BULLISH on GAS
Owned:
Yes
2012-07-09 COMMENT Christine Poole Thinks the 5.5% distribution is safe. Company has hedged most of its natural gas this year. Withstood the correction much better than some of the other producers.
Price:
$21.830
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-06-25 TOP PICK Mason Granger Defensive way to play a rebound in gas. Dividend is safe; good mix between oil and gas. Great track record of adding value. Company has massive exposure to gas.
Price:
$19.690
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2012-06-21 DON'T BUY Greg Newman Probably his favourite natural gas name. 83% hedged this year and thinks it will be 27% next year, which will give them a lot more fire power. Reduced their CapX last quarter but was still able to maintain their full year guidance. Beat guidance on both cash flow and production. Because it is a natural gas company, he wouldn’t be buying yet.
Price:
$19.800
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
SELECTIVE
Owned:
Unknown
2012-06-06 PAST TOP PICK Michele Robitaille (A Top Pick Oct 6/11. Down 11.92%.) A fantastic company but a little more gas levered. Majority of their growth is coming out of their Montney play. Still a Buy.
Price:
$20.720
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
Yes
2012-05-17 BUY Michael Giordano (Market Call Minute) Buy it now because Nat Gas out of North East BC. Some of the best wells in the country.
Price:
$19.820
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Unknown
2012-05-17 DON'T BUY David Burrows (Market Call Minute.) Be very careful on the energy stocks.
Price:
$19.820
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 120 of 498 entries
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