stockchase picture

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

Company Index

List by Company Name

List by Symbol

Legacy Oil and Gas Inc. Stock Symbol: LEG-T

Last Price Recorded: $5.1500 on 2014-10-22 21:53:06

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2014-10-17 PAST TOP PICK Eric Nuttall

(Top Pick Sep 25/13, Down 22%) He switched out this week after management issued themselves another 900k of performance units.  It is a name where they did a great job of reducing leverage.  He does not know what they have to do to gain investor traction.


Price:
$4.950
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
2014-10-03 TOP PICK Bruce Campbell (1)

They are down to 2.4 times cash flow.  Trading at half of NAV.  We should start to see M&A if prices don`t come back up.  They fixed the balance sheet.  It is compelling value.  44% cheaper than the peak a few months ago.


Price:
$5.590
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-26 DON'T BUY Michael Bowman

Earnings were down last quarter.  They also saw some really strong production declines.  He would not pick it up here.  Prefers CPG-T(Crescent Point Energy).


Price:
$6.100
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH on OIL SERVICES COMPANIES
Owned:
Unknown
2014-09-23 COMMENT Ross Healy

His calculated FMV has ironically been going steadily up, while the stock has dropped from its $10 level down to about $6. When he looks at the long-term valuation pattern, it is getting very, very cheap, at about a 40% discount to BV. Twice in the last 5 years, this has gone to a 50% discount, which would take the stock to 15, which would be extraordinarily cheap. This stock is starting to get quite intriguing.


Price:
$6.230
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-19 HOLD John Stephenson

In general this has been a pretty good name over time. You are dealing with a market that has been kind of fickle. Energy stocks across the board have come off 7%-9% in the last month or 2.


Price:
$6.440
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2014-09-10 WEAK BUY Alex Ruus

Would consider this as a Weak Buy. Executing quite well and building a nice little oil/gas company. From his perspective, valuations are a little bit steep compared to some of the stuff he has looked at. They are solid and building a nice business. Below $6.50 would be getting into the Buy range for him.


Price:
$6.920
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-09-08 BUY on WEAKNESS Robert Lauzon

It is in its trading range.  $7-$9.  He likes it at these prices.


Price:
$7.090
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Unknown
2014-08-25 BUY on WEAKNESS Eric Nuttall

They have beat expectations and guidance for 8 quarters in a row.  Their acquisitions lowered their debt.  Their growth used to be lower, but management is ramping up their Cap-X to try to get growth going.  He would get into the stock at $7.50 now that their balance sheet is repaired.


Price:
$7.930
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
Unknown
2014-07-25 BUY on WEAKNESS Eric Nuttall

Have done a great job of deleveraging. He would be a buyer in the low $8’s. It has regained some of its lost multiple. Thinks that in 2015 they will outspend cash flow to increase their production growth to around 20%, versus their historical 12%-13%.


Price:
$8.780
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Unknown
2014-07-21 PAST TOP PICK Bruce Campbell (1)

(A Top Pick July 23/13. Up 36.86%.) Good management. Got their balance sheet stretched a year ago, and it was standing out like a sore thumb, as being cheap. They fixed it by doing a couple of acquisitions and fixing the balance sheet. Thinks this could be at $12 in the next year.


Price:
$8.540
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-16 PAST TOP PICK Bill Bonner

(A Top Pick Aug 1/13. Up 35.77%.) Had looked too steeply discounted. Started to deleverage the balance sheet through some asset sales and performance started to get better. Sold some of his holdings as it started to move up, and thinks there are probably more exciting places to go.


Price:
$8.700
Subject:
CANADIAN ENERGY
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-07-16 STRONG BUY Joanne A. Hruska, CFA

A lot of non-yielding names such as this have gone up a lot. This one has gone up some, but compared to what she thinks the valuation should be, it has a lot more to go. Had considered having this as a Top Pick. Likes the acquisitions they have made. Decreased their debt. Great opportunity to increase oil production. Stock trades quite cheaply.


Price:
$8.700
Subject:
OIL & GAS
Bias:
BULLISH on CDN ENERGY
Owned:
Yes
2014-07-03 WATCH Brian Acker, CA

A ‘coming out of the blue’ stock.  Model price is $15.09, a 57% upside.  It needs to go above $10.22 before buying it.  This is a great area to be in.


Price:
$9.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
2014-06-27 BUY Dennis Da Silva

(Market Call Minute.) Likes the opportunity for this company, and sees a re-rating in 2015 as people see the results of better efficiencies and lower costs.


Price:
$9.470
Subject:
CANADIAN RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2014-06-25 COMMENT Martin Davies

Has been labouring under a balance sheet that was way too leveraged compared to its peers, but they did have a very large asset suite that they can work on, but are constrained. It took a long time for this to change. Made 2 acquisitions in the last little while. These types of acquisitions seem to be deleveraging the company’s balance sheet. This is not a dividend model, but a growth model, so they have to make sure they have a large suite of very profitable projects. Seems to be at a discount to some of its peers. Thinks there will be some good nuggets to come out of their acquisition


Price:
$9.670
Subject:
CANADIAN ENERGY
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 168 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.