List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-22 | BUY on WEAKNESS | John Stephenson |
North sea operator, so a lot of abandonment liability. In terms of overall, he thinks it looks fairly attractive. Wait until the summer weakness he is predicting subsides to get your position. Tweet finance |
Price: $1.880 Subject: NORTH AMERICAN - RESOURCE Bias: BULLISH on RESOURCES Owned: Unknown |
| 2013-04-05 | PAST TOP PICK | Alice Tsang |
(A Top Pick June 11/12. Up 2.35 %.) Sold her holdings but just bought back in yesterday. Production has been fairly disappointing however, valuation has gotten to a point where it is trading at 1X cash flow. It now looks very attractive to her technically. Tweet finance |
Price: $1.810 Subject: CANADIAN RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2013-03-26 | BUY | Bruce Campbell |
In the middle of a takeover of Valliant Petroleum in the UK and some of it is for stock so hedge funds are shorting it. At the current price, it is a good buy. Will be trading at 1.5X cash flow which is amazingly cheap. Once the deal closes (April 18?) he expects the stock will rebound. Tweet finance |
Price: $1.750 Subject: CANADIAN LARGE Bias: DEFENSIVE Owned: Yes |
| 2013-03-01 | COMMENT | Irwin Michael, B.Com, MBA |
North Sea production. Felt that the stock had an NAV of at least $3 and they’re sitting on a lot of cash, but just announced a proposed takeover today of Valliant Energy which changes things. If this goes through, the company will be a lot larger. Tweet finance |
Price: $1.990 Subject: VALUE Bias: SELECTIVE Owned: Unknown |
| 2013-02-15 | WATCH | Keith Richards |
There has been quite a lid on it since mid 2012. You need to see it break out of the $2.50 range. Otherwise it could retrace back to the lower end of its trading range. Tweet finance |
Price: $2.120 Subject: TECHNICAL ANALYSIS Bias: BEARISH Owned: Unknown |
| 2013-01-15 | HOLD | John Stephenson |
Concentrating on the Greater Stella Area and the growth of production looks quite strong. Doesn’t see any balance sheet issue. Not sure why it hasn’t performed better but that can be said for many of the juniors/intermediate players. Tweet finance |
Price: $1.860 Subject: RESOURCE Bias: OPTIMISTIC Owned: Unknown |
| 2012-12-28 | BUY | Michael Giordano |
6000 barrel per day producer out of the UK North Sea. Brent prices are significantly higher than both WTI and Canadian. They will generate excellent cash flows. Put themselves up for sale earlier this year. With no buyers, the stock dropped to about $1.50 and is now inching its way back up. A good hold in the intermediate oil/gas space. Tweet finance |
Price: $1.990 Subject: RESOURCE Bias: BULLISH on RESOURCES Owned: Unknown |
| 2012-12-10 | HOLD | John Stephenson |
Fundamentally in good shape. Disappointed last quarter. No catalyst going forward but there is nothing wrong with the name. Tweet finance |
Price: $2.050 Subject: OIL & GAS Bias: SELECTIVE Owned: Unknown |
| 2012-11-23 | PAST TOP PICK | Alice Tsang |
(A Top Pick Dec 16/11. Up 9.04%.) Tweet finance |
Price: $2.060 Subject: CANADIAN RESOURCE Bias: OPTIMISTIC Owned: Unknown |
| 2012-11-16 | BUY on WEAKNESS | Irwin Michael, B.Com, MBA |
Have baggage because of being an object of a takeover that never took place. North sea gives you a premium to WTI. More and more production, excellent balance sheet. And he things it is still in play. Buy under $2 Tweet finance |
Price: $1.960 Subject: VALUE Bias: OPTIMISTIC Owned: Yes |
| 2012-11-14 | BUY | Bruce Campbell |
Big development got pushed back about a quarter. Until 2014 it is trading at only 2 times cash flow, and then the major growth takes place. Good entry point. Tweet finance |
Price: $2.020 Subject: CANADIAN LARGE Bias: BULLISH on US ECONOMY Owned: Unknown |
| 2012-10-15 | HOLD | Bruce Campbell |
100% North sea oil. Extremely cheap. North sea producers do trade at a low cash flow multiple but this one is roughly 2X cash flow versus about 6X for a North American producer. NAV is somewhere in the neighbourhood of the mid-$3’s. You will need some patience but you will get rewarded as they are bringing on new production next year. Tweet finance |
Price: $1.870 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2012-10-11 | PAST TOP PICK | Michael Decter |
(A Top Pick Oct 3/11. Up 27.45%.) Terrific management. Producing 5000 barrels a day out of the North sea. Have great growth ahead of them. Think they will eventually get taken out. Tweet finance |
Price: $1.950 Subject: CANADIAN LARGE Bias: CAUTIOUSLY BULLISH Owned: Yes |
| 2012-10-09 | BUY | Michael Giordano |
An old producer out of the UK North Sea and producing about 6000 barrels per day. Company was up for sale last year but didn’t get any bids this year which made the stock drop. Given the higher oil prices that they are getting with Brent prices, this is a good investment at these levels. Tweet finance |
Price: $2.000 Subject: RESOURCE Bias: CAUTIOUSLY OPTIMISTIC Owned: No |
| 2012-09-10 | BUY | Irwin Michael, B.Com, MBA |
Market got excited with a non-binding takeover bid. Lots of stock moved over to momentum players and then it was taken down when deal didn't go through. Still trading below NAV and will probably go higher. It is a trading stock as well. Remember to take your profits. Tweet finance |
Price: $2.120 Subject: VALUE Bias: SELECTIVE Owned: Unknown |