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Arc Resources Ltd Stock Symbol: ARX-T

Last Price Recorded: $15.6700 on 2017-10-20

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Date Signal Expert Opinion Price
2006-04-25 BUY Wilf Gobert One of the best run income trusts out there. Somewhat natural gas oriented. Very sustainable.
Price:
$27.500
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
No
2008-07-17 BUY Veronika Hirsch (Market Call Minute.) Trusts are probably not a bad way to weather the uncertainty in the oil market.
Price:
$30.220
Subject:
120
Bias:
CAUTIOUS
Owned:
Unknown
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
2015-12-02 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
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
2016-05-16 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
2007-01-11 COMMENT Steve MacInnes Prefers trusts that have stable payouts. Resource trusts are depleting and are subject to commodity price trends. He prefers longer-term holds with more stable distributions. Those connected with the oil sands would be safer than others.
Price:
$20.090
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2011-10-26 TOP PICK Steve Carlin Dividends! 4.6% In a volatile market like we have now they have 10% production growth and stable dividends. They have a hedges in place that protect the price over the next couple of years. 18% total return projected.
Price:
$24.750
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
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
2012-10-31 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
2000-11-09 BUY Sandy McIntyre High QualityGood management Prefers this or Penn Growth
Price:
$11.000
Subject:
FIXED INCOME, PREFERRED & ROYALTY TRUSTS,
Bias:
BULL on OIL & GAS
Owned:
Unknown
2000-12-06 TOP PICK Sandy McIntyre Good hedging program
Price:
$10.950
Subject:
FIXED INCOME, PREFERRED & ROYALTY TRUSTS,
Bias:
21
Owned:
Unknown
2001-06-19 PAST TOP PICK Sandy McIntyre (Was a top pick on Jan 10/01 up 25.6%)
Price:
$12.990
Subject:
FIXED INCOME, PREFERRED & ROYALTY TRUSTS,
Bias:
21
Owned:
Unknown
2001-08-13 PAST TOP PICK Sandy McIntyre (Was a top pick on Jan 10/01 up 11.7%) Total return = 26%. Forecasting a yield just under 20%. Hold for 5 years.
Price:
$12.330
Subject:
FIXED INCOME, PREFERRED & ROYALTY TRUSTS,
Bias:
21
Owned:
Unknown
2001-10-02 BUY Sandy McIntyre Very strong mngmnt.
Price:
$11.190
Subject:
FIXED INCOME, PREFERRED & ROYALTY TRUSTS,
Bias:
21
Owned:
Unknown
2002-01-29 DON'T BUY Sandy McIntyre Well run company. Too expensive. Buy in low $11's.
Price:
$12.080
Subject:
FIXED INCOME, PREFERRED & ROYALTY TRUSTS,
Bias:
OPTIMISTIC
Owned:
Unknown
2002-05-03 BUY Sandy McIntyre Good management and asset base. A little expensive, but a good portfolio holding.
Price:
$12.540
Subject:
FIXED INCOME, PREFERRED & ROYALTY TRUSTS,
Bias:
BULL
Owned:
Unknown
2003-01-23 DON'T BUY Sandy McIntyre Well managed. Oil prices could drop. Buy on a dip in the spring.
Price:
$12.280
Subject:
INCOME/ROYALTY TRUSTS
Bias:
OPTIMISTIC
Owned:
Unknown
2005-03-04 HOLD Sandy McIntyre Highest quality oil income trust. Keep for long term or take short dividends.
Price:
$19.110
Subject:
INCOME TRUSTS
Bias:
BULLISH
Owned:
Yes
2005-05-13 BUY Sandy McIntyre Has a lot of respect for management. Good acquirerers and developers. Comfortable owning this one through the cycles.
Price:
$17.850
Subject:
INCOME TRUSTS
Bias:
SELECTIVE
Owned:
Yes
2007-04-13 BUY Sandy McIntyre Amongst the best of the energy trusts. Great management team.
Price:
$21.300
Subject:
INCOME TRUSTS
Bias:
BULL on ENERGY
Owned:
Yes
2007-08-13 HOLD Sandy McIntyre Great company that pays a double-digit yield of 12%. One of the finest developers of oil/gas properties.
Price:
$20.100
Subject:
INCOME TRUSTS
Bias:
OPTIMISTIC
Owned:
Yes
2008-08-15 BUY Sandy McIntyre Have a very good position in the hot gas play in the Montne. Just pulled the best well recorded in that area. Top tier management.
Price:
$28.810
Subject:
INCOME TRUSTS
Bias:
BULLISH on INCOME TRUSTS
Owned:
Yes
2008-10-24 BUY Sandy McIntyre (Market Call Minute.) Has the gas exposure and is a really well run company.
Price:
$16.200
Subject:
INCOME/ROYALTY TRUSTS
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2009-02-24 TOP PICK Sandy McIntyre Has consistently maintained or grown reserves and production per unit while maintaining a sustainable distribution ratio. Have a Montney play in Dawson that has a big resource.
Price:
$13.380
Subject:
INCOME INVESTING
Bias:
CAUTIOUS
Owned:
Yes
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
2008-10-02 WAIT Ross Healy 12 years life is not a lot of time. In a couple of years it will become a straight energy company. Wait when it gets beaten up because of converting to a corp.
Price:
$20.300
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Unknown
2008-06-19 BUY Ron Meisels 10% distribution. Quite a bit above its 200-day moving average.
Price:
$31.560
Subject:
TECHNICAL ANALYSIS
Bias:
BULL on ENERGY
Owned:
Unknown
2012-04-23 COMMENT Ron Meisels Chart shows it has a major downtrend. If you own, on any kind of a minor rally, sell and move onto something else.
Price:
$18.870
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2006-10-27 COMMENT Robert Toole Regarded as one of the highest-quality trusts. Very well run. Good trust for more conservative investors. Yields 8.2%. Low payout ratio. For the more aggressive investor, this could be a good time to rotate into something with a bit more upside.
Price:
$28.690
Subject:
ENERGY & INCOME TRUSTS
Bias:
BULL on OIL
Owned:
Unknown
2001-06-11 BUY Robert Lyon One of thebest run trusts. Not expensive. Long term.
Price:
$12.500
Subject:
CANADIAN RESOURCES
Bias:
BULL on OIL & GAS
Owned:
Unknown
2005-05-04 BUY Robert Lyon A good trust for a long time hold. Good price. One of the better run oil companies in Canada, bar none. Long reserve life.
Price:
$17.600
Subject:
RESOURCE - LARGE CAP
Bias:
OPTIMISTIC
Owned:
Yes
2005-04-08 BUY Robert Lauzon Long term positive on light/sweet oil such as this one, Crescent Point (CPG.UN-T) and Enerplus (ERF.UN-T).
Price:
$18.120
Subject:
INCOME TRUSTS (OIL/GAS)
Bias:
BULL on OIL
Owned:
Unknown
2006-03-24 BUY Robert Lauzon Very positive on this trust. Feels that gas/oil will remain high. Good entry point.
Price:
$27.230
Subject:
ENERGY
Bias:
BULL on ENERGY
Owned:
Yes
2006-10-20 BUY on WEAKNESS Robert Lauzon One of his favourites. Great management. About 50% oil and 50% gas. Very tied to the commodity. $25-$26 range is a fantastic price.
Price:
$28.240
Subject:
INCOME TRUSTS
Bias:
BULL on ENERGY
Owned:
Yes
2008-10-29 BUY Robert Lauzon Balanced oil and gas. Some nice land positions in BC in the Montney. Top tier management team. The risk you run it as a short-term small distribution cut but suspects it will still yield between 12% and 14%.
Price:
$16.300
Subject:
INCOME TRUSTS
Bias:
UNKNOWN
Owned:
Yes
2011-09-12 BUY Robert Lauzon He sees good value if you buy it in low $20s. 10-12% growth. You can sleep at night owning this.
Price:
$21.940
Subject:
ENERGY
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
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
2015-07-30 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
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
2006-08-18 HOLD Robert Floyd The trusts that are more exposed to gas have had a look that the problem with regards to their cash flows. Expect that Arc will be able to hold its distribution.
Price:
$29.030
Subject:
CANADIAN LARGE & MID CAP (GROWTH)
Bias:
BULLISH
Owned:
Unknown
2006-09-20 HOLD Robert Floyd Likes this stock. Has pulled back with the energy prices.
Price:
$25.250
Subject:
CANADIAN LARGE & MID CAP (GROWTH)
Bias:
SELECTIVE
Owned:
Yes
2006-11-13 BUY Robert Floyd A well run trust. A lot of the trusts have been oversold.
Price:
$20.110
Subject:
NORTH AMERICAN - LARGE/MID CAP (GROWTH)
Bias:
SELECTIVE
Owned:
Yes
2006-12-01 BUY Robert Floyd Likes this one. For a unit trust, it’s probably a decent place to be.
Price:
$22.490
Subject:
CANADIAN LARGE & MID CAP (GROWTH)
Bias:
SELECTIVE
Owned:
Unknown
2007-01-19 HOLD Robert Floyd Has fallen as a result of lower commodity prices. Very well run income trust. Good management.
Price:
$20.820
Subject:
CANADIAN LARGE & INCOME TRUSTS
Bias:
BULL on ENERGY
Owned:
No
2008-11-26 TOP PICK Rick Stuchberry Likes to get paid while he waits for the energy sector to recover. Excellent management team. Very steady with distributions. Reserve life indexes have held on extremely well.
Price:
$19.940
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2009-02-20 PAST TOP PICK Rick Stuchberry (A Top Pick Nov 26/08. Down 28.2%.) Had previously cut distributions so thought it would be okay but the day after the recommendation, they cut it again. Very close to being stopped out. If oil holds, you have a great distribution.
Price:
$13.630
Subject:
CANADIAN LARGE
Bias:
DEFENSIVE
Owned:
Yes
2009-04-03 PAST TOP PICK Rick Stuchberry (A Top Pick Nov 26/08. Down 24.3%.) Only reason he didn't get stopped is because crude went from $35 to the low $40’s so with underlying crude position improving he expects it may come back a little.
Price:
$14.430
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2009-05-28 PAST TOP PICK Rick Stuchberry (A Top Pick Nov 26/08. Down 13.71%.) A little more than 50% oil but a big natural gas component to it. Natural gas is really hurting. Had fully expected gas to be around $5-$6. If you own continue to Hold.
Price:
$16.940
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2009-07-10 COMMENT Rick Stuchberry Like so many of the trusts, has been disappointing in the last little while. Royalty trusts should be okay going forward on their yields because of their “loss carried forward”, which should shelter the dividends. If they have more than 50% gas, they will be under pressure from low gas prices.
Price:
$15.900
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2009-08-27 PAST TOP PICK Rick Stuchberry (A Top Pick Nov 26/08. Down 7.28%.) Has more oil than gas but gas is what pulled it down. Well managed. Distribution should be safe.
Price:
$17.630
Subject:
CANADIAN LARGE
Bias:
DEFENSIVE
Owned:
Yes
2009-11-12 PAST TOP PICK Rick Stuchberry (A Top Pick Nov 26/08. Up 0.53% plus distributions.)
Price:
$21.000
Subject:
CANADIAN LARGE
Bias:
BULLISH on PRECIOUS METALS
Owned:
Yes
2009-12-10 HOLD Rick Stuchberry A great trust. Claim they can keep their distribution going as they have a lot of tax loss carry forward they can use. They can make money on their new Montney gas play in northern BC.
Price:
$19.570
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2010-07-02 TOP PICK Rick Stuchberry Stock has gone sideways for a long time but very well run. Gas play in the Montney and he is positive on gas for the long-term. Accumulate these while they are cheap.
Price:
$19.990
Subject:
CANADIAN LARGE
Bias:
DEFENSIVE
Owned:
Yes
2011-06-30 PAST TOP PICK Rick Stuchberry (A Top Pick July 2/10. Up 30.91%.) This gives you yield and has great reserve growth and good management. Trimmed at about $27 but will add back at about $24.
Price:
$25.010
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
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
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
2002-02-18 BUY Richard Stone Expects energy prices to rise. A good distribution.
Price:
$11.590
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2003-04-21 BUY Richard Stone Caller asked for his favourite oil/gas trust. Four given were Acclaim, Vermillion, Arc Energy and Shining Bank.
Price:
$11.750
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2005-12-09 BUY Ravi Sood Great assets. Has performed phenomenally well. High quality management. A little rich if you’re a short-term holder, but if you are a long-term holder, this is one you almost have to own.
Price:
$26.740
Subject:
INCOME TRUSTS
Bias:
OPTIMISTIC
Owned:
Yes
2006-11-17 BUY Ravi Sood Stellar management team. Great assets with long reserve life. Good long-term holding in the oil/gas space. Probably won't participate in any near-term rally.
Price:
$20.700
Subject:
INCOME TRUSTS
Bias:
OPTIMISTIC
Owned:
Yes
2002-10-29 DON'T BUY Pierre Bernard Not a fan of oil and gas at this time.
Price:
$12.080
Subject:
CANADIAN LARGE
Bias:
BULL
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
2006-08-18 DON'T BUY Peter Gibson Has taken a 7/8% hit in the last 10 days. Expects this is due to profit deterioration. This is an especially serious matter for trusts. The most important determinant of the performance of trusts is profit growth. When profit growth falters, there is a real risk of distribution cuts.
Price:
$29.030
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
No
2008-08-29 BUY Peter Gibson Some pretty good underlying fundamentals in terms of operating characteristics and profit growth. 11.2% yield.
Price:
$30.210
Subject:
CANADIAN LARGE
Bias:
BULL on OIL
Owned:
Unknown
2002-07-31 HOLD Peter Brieger Positive management changes.
Price:
$12.400
Subject:
CANADIAN LARGE & INCOME TRUSTS
Bias:
OPTIMISTIC
Owned:
Unknown
2003-04-10 BUY Peter Brieger Well balanced between oil and gas. Great reserve life.
Price:
$11.550
Subject:
CANADIAN LARGE & INCOME TRUSTS
Bias:
CAUTIOUS
Owned:
Unknown
2003-04-23 BUY Peter Brieger A top rate company. Very well run. Good management. Even split between oil and gas.
Price:
$11.700
Subject:
CANADIAN LARGE & INCOME TRUSTS
Bias:
OPTIMISTIC
Owned:
Unknown
2003-06-03 WEAK BUY Peter Brieger 12.2 years of reserve life. Good for the more conservative investor. Prefers Focus, Advantage, Acclaim and Shining Bank.
Price:
$12.300
Subject:
CANADIAN LARGE
Bias:
BULL
Owned:
Unknown
2003-08-27 HOLD Peter Brieger Distributions are estimated to stay the same next year.Gas oriented.Good reserve life.An alternative could be Peyto Energy Trust.
Price:
$13.530
Subject:
CANADIAN LARGE & INCOME TRUSTS
Bias:
CAUTIOUS
Owned:
Unknown
2003-10-08 HOLD Peter Brieger Analysts are predicting only a slight decline.
Price:
$13.610
Subject:
CANADIAN LARGE & INCOME TRUSTS
Bias:
CAUTIOUS
Owned:
Unknown
2003-11-12 HOLD Peter Brieger A favorite. Feels that distributions will remain steady.
Price:
$13.380
Subject:
CANADIAN LARGE
Bias:
BULL on GOLD
Owned:
Yes
2003-11-25 HOLD Peter Brieger Should have a 3% production increase per unit next year. Not the best yield but certainly a consistent grower, terrific balance sheet and good balance between oil and gas.
Price:
$13.480
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2004-07-20 BUY Peter Brieger A good entry point.
Price:
$15.840
Subject:
CANADIAN LARGE & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
Yes
2004-09-02 VAGUE Peter Brieger Yield is only about 11%. One of the longest reserved life in the business.
Price:
$16.050
Subject:
NORTH AMERICAN - LARGE & INCOME TRUSTS
Bias:
OPTIMISTIC
Owned:
No
2004-09-29 HOLD Peter Brieger
Price:
$16.890
Subject:
CANADIAN LARGE & INCOME TRUSTS
Bias:
OPTIMISTIC
Owned:
No
2004-10-28 HOLD Peter Brieger If he is right about oil coming down to the $30/40 range, the price of units will drop. A great company for a long term hold, but prefers Peyto, Focus and Shining Bank.
Price:
$16.240
Subject:
CANADIAN LARGE & INCOME TRUSTS
Bias:
OPTIMISTIC
Owned:
No
2005-11-15 BUY Peter Brieger A premier name. Doesn't own because he prefers trusts with a higher gas content.
Price:
$22.510
Subject:
CANADIAN LARGE & INCOME TRUSTS
Bias:
BULL on ENERGY
Owned:
No
2006-08-09 BUY Peter Brieger If you are taking a balanced approach to trust exposure in oil and natural gas, this is a terrific investment. Yield is lower than what he would like.
Price:
$30.500
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2007-01-15 HOLD Peter Brieger Crème de la crème. Management, based on past performance, is smart enough to figure out what to do in terms of reconverting into more of an exploration vehicle versus a production vehicle. Good long-term. Expensive.
Price:
$20.720
Subject:
CANADIAN LARGE & INCOME TRUSTS
Bias:
BULL on US & International
Owned:
No
2007-02-02 BUY Peter Brieger The crème de la crème in income trusts. Going forward, they will be an aggressive acquirer of other trusts.
Price:
$22.920
Subject:
CANADIAN LARGE & INCOME TRUSTS
Bias:
BULL on OIL
Owned:
Unknown
2007-02-19 BUY Peter Brieger In an excellent position to increase their size given the new rules. A great company and one of the best ones in this space.
Price:
$22.100
Subject:
CANADIAN LARGE & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
No
2007-07-19 COMMENT Peter Brieger Have a market cap of $6 billion, which will allow them to expand their equity-base without violating the government’s rules on trusts. One that he would consider owning.
Price:
$22.600
Subject:
NORTH AMERICAN - LARGE & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
No
2007-08-14 BUY Peter Brieger Price to cash flow is very favourable relative to others. Also, price to NAV is favourable.
Price:
$19.980
Subject:
CANADIAN & INCOME TRUSTS
Bias:
OPTIMISTIC
Owned:
Unknown
2008-01-11 HOLD Peter Brieger (Market Call Minute.) This is a long-term hold.
Price:
$21.000
Subject:
NORTH AMERICAN - LARGE & INCOME TRUSTS
Bias:
BULL on AGRICULTURE and GOLD
Owned:
Unknown
2008-06-04 BUY Peter Brieger (Market Call Minute.)
Price:
$29.500
Subject:
NORTH AMERICAN - LARGE & INCOME TRUSTS
Bias:
CAUTIOUS on ENERGY
Owned:
Unknown
2009-03-31 BUY Peter Brieger No question that you will see a decline in distributions in all energy trusts. In this one, he is looking for a 40% reduction. This company and management are one of the finest mid cap oil companies in this country. Great long-term Buy.
Price:
$14.150
Subject:
NORTH AMERICAN - LARGE & INCOME TRUSTS
Bias:
CAUTIOUS
Owned:
No
2009-08-05 TOP PICK Peter Brieger Likes oil/gas and this one is 50/50. Management is top rate. Mid-tier producer at 60,000 barrels a day. Enterprise value per flowing BOE per day is around 84,000. Yield of about 6.58%.
Price:
$17.630
Subject:
NORTH AMERICAN - LARGE & INCOME TRUSTS
Bias:
BULLISH
Owned:
No
2009-09-10 BUY Peter Brieger One of his favourites. Pretty well balanced between oil and natural gas. Good management. On his watch list. 6.7% yield.
Price:
$17.900
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2009-12-14 BUY Peter Brieger On his potential buy list. They acquired some assets and are doing an issue to pay for them. Doesn’t know if there is dilution, but thinks not. Risks are major spike in interest rates, pickup in inflation or further decline in US$. Deficit spending in US is bothering him.
Price:
$19.970
Subject:
CANADIAN LARGE & INCOME TRUSTS
Bias:
BULLISH on NATURAL GAS
Owned:
No
2010-02-17 BUY Peter Brieger Going to Buy it. His entry was to be $21.50 or better. This is a good entry point and you can hold it for some time.
Price:
$21.920
Subject:
NORTH AMERICAN - LARGE & INCOME TRUSTS
Bias:
SELECTIVE
Owned:
No
2010-08-12 PAST TOP PICK Peter Brieger (A Top Pick Aug 5/09. Up 16%.) Still likes but would hold off before adding to it.
Price:
$19.160
Subject:
NORTH AMERICAN - LARGE & INCOME TRUSTS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2012-01-25 BUY Peter Brieger Would nibble away at this stock at these levels. Dividend is safe. If gas went to $1.50, they would cut capital spending. They would take money from DRIP programs and they would sell extraneous land, so the dividend is safe.
Price:
$24.060
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-02-29 TOP PICK Peter Brieger 40% oils and liquids and 60% natural gas. 75%+ of revenues come from oil. Have a terrific position in Alberta in the Montne. Very astute about what they're doing with new properties. Shedding old properties that are marginal. Yield of about 4.7%. Great, long term buy.
Price:
$25.550
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2012-04-25 HOLD Peter Brieger This is one of his favourites. Because it is about 60% natural gas, its price reflects natural gas pricing. 50% of its oil reserves and 50% of its natural gas production has been hedged for this year and starting to make inroads for hedging for next year. Feels the distribution is going to be sacrosanct.
Price:
$19.470
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
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
2012-09-24 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
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
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
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
2015-12-14 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
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
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
2007-11-21 COMMENT Paul Thornton (Market Call Minute) A tough one. You may want to hold, but be aware of cuts in distributions in the natural gas group.
Price:
$19.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2005-08-19 BUY Patrick Kim One of his favourites in terms of the quality and sustainability of their distribution. Has one of the largest diversified assets bases among its peers. Long life. Conservative balance sheet. Almost debt free.
Price:
$21.700
Subject:
INCOME TRUSTS
Bias:
OPTIMISTIC
Owned:
Yes
2005-11-04 BUY Patrick Kim Should be a core holding for royalty trust investors. Have some of the most conservative policies when it comes to reserve life index. Conservative payout.
Price:
$22.750
Subject:
INCOME TRUSTS
Bias:
OPTIMISTIC
Owned:
Unknown
2006-01-13 BUY Patrick Kim Has always been a benchmark type of name. Investors have been very comfortable with it. Very large. Long history and big reserves. Has good quality assets and a good track record.
Price:
$25.930
Subject:
INCOME TRUSTS
Bias:
BULL on INCOME TRUSTS
Owned:
Unknown
2006-08-04 HOLD Patrick Kim Valuation is at a slight premium to their peers, which is well deserved, based on their numbers. Their operating costs continue to go down. A good balance between oil and gas.
Price:
$30.020
Subject:
INCOME TRUSTS
Bias:
BULLISH
Owned:
Yes
2007-01-26 BUY Patrick Kim Has been one of the low performers in the royalty income trust space. As one of the highest quality asset bases out there. Very diversified. Great management team.
Price:
$22.060
Subject:
INCOME TRUSTS
Bias:
OPTIMISTIC
Owned:
Yes
2007-02-22 BUY Patrick Kim One of the best-run royalty trusts. Very high quality and long-term life assets. Distributions are at a relatively sustainable level. Should be a core holding as it will outperform the majority.
Price:
$22.220
Subject:
42
Bias:
UNKNOWN
Owned:
Yes
2007-05-14 BUY Patrick Kim Excellent entry point. One of the top trusts when looking at the underlying portfolio. Roughly 50%-50% oil/gas. Fantastic management record.
Price:
$22.170
Subject:
42
Bias:
OPTIMISTIC
Owned:
Unknown
2007-09-21 BUY Patrick Kim A great long-term core holding. When you're looking for energy exposure, this will be one of the long-term stable names. Have a fantastic asset base. One of the few that have been lowering their costs of operations.
Price:
$20.310
Subject:
DIVIDEND & INCOME TRUSTS
Bias:
BULL on UTILITIES
Owned:
Unknown
2007-12-03 BUY Norman Levine Historically has been a good trust because of quality of management and assets. The high Cdn$ and the new Alberta royalty regime has hurt. It is a winner. Great buying opportunity for a 3 to 5 year horizon.
Price:
$18.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2008-01-07 BUY Norman Levine (Market Call Minute.) One of the best energy trusts out there.
Price:
$20.500
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Unknown
2008-02-11 HOLD Norman Levine Probably one of the best energy income trusts out there.
Price:
$22.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
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
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
2015-11-27 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
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
Showing 1 to 120 of 500 entries
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