stockchase picture

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

Company Index

List by Company Name

List by Symbol

Long Run Exploration Stock Symbol: LRE-T

Notes:

Formerly WestFire Energy

Last Price Recorded: 5.6000 on 2014-07-30 01:14:47

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2014-07-25 COMMENT Eric Nuttall

(Market Call Minute.) Not a name he would have in his top 10. There are more exciting names, but in terms of a dividend payer it is fine.


Price:
$5.780
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
2014-07-17 BUY Robert Lauzon

After their acquisition some of the shareholders may sell out so it may stall for a short while.  Likes other income names better, but he owns this one.  $5.60 ceiling.


Price:
$5.640
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-16 COMMENT Bill Bonner

Looking to acquire Crocotta Energy (CTA-T). People that own this like it because of the stability of its income. The acquisition will build that case. A good, solid, dividend paying company, with some upside. There are other dividend players that he thinks may be a little more attractive.


Price:
$5.500
Subject:
CANADIAN ENERGY
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-07-16 TOP PICK Joanne A. Hruska, CFA

Probably the cheapest yield name in the space for similar sized companies. Has been unloved. It’s probably about 2.5X cash flow where the average is 5 to 7 over the longer term. Just made a couple of acquisitions, this expands their plays. Increased their land inventory, and have a new core area. Looking for some good things to come out of this. Very cheap.


Price:
$5.500
Subject:
OIL & GAS
Bias:
BULLISH on CDN ENERGY
Owned:
Yes
2014-06-25 PAST TOP PICK Martin Davies

(A Top Pick August 9/13. Up 25.9%.) Have converted over to a dividend paying model, and it takes a period of time for the market to understand the sustainability and risks involved. Recently bought some assets that allow them to have a 3rd area in their suite. Still trades at a discount to its peers.


Price:
$5.640
Subject:
Canadian Energy/Service
Bias:
BULLISH
Owned:
Yes
2014-06-24 BUY Mason Granger

Bought assets that were quite free cash flow positive.  Lead by a strong management team.  Thinks they are making good strides forward.


Price:
$5.660
Subject:
OIL & GAS
Bias:
BULL on OIL & GAS
Owned:
No
2014-06-20 DON'T BUY James Hodgins

He has a small Short on this. Prefers growthier names to the dividend yield plays. This company has quite a bit of debt.


Price:
$5.790
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
Yes
2014-06-19 WEAK BUY Rob Stabile

Management is doing a good job and going forward have a sound technical team and finance guys that do a good job of allocating capital.  Low risk.  Dividend is sustainable.  There won’t be significant growth in the company, however.


Price:
$5.770
Subject:
CANADIAN
Bias:
BULLISH ON ENERGY INFRASTRUCTURE
Owned:
No
2014-05-21 COMMENT Robert Lauzon

Has recently added to his position and likes the dividend model. Feels dividend is sustainable. At these levels, you are getting paid 7% per year. The company is not trying to hit the ball out of the park with massive growth, but just trying to grow at 3%-5% a year. Expects high single digit, low double-digit total returns from the story. Doesn’t see the stock getting through $5.75 any time soon, but if you can Buy below $5.40, it is probably not a bad entry point.


Price:
$5.510
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-04-17 HOLD Eric Nuttall

Bought assets off Crew Energy last week, but it was not accretive in his mind.  It just added to the inventory.  7.1% yield is a bit rich.  Let it run a bit more, but there are better names for new capital.


Price:
$5.580
Subject:
OIL & GAS
Bias:
BULL on OIL & GAS
Owned:
No
2014-04-14 TOP PICK Josef Schachter

(Top Pick May 21/13, Up 31.81%) They made another acquisition last week.  They went into a dividend model, but they aren’t paying out that much of their cash flow.  50% Nat Gas.  Raised their dividend to 7.44% late last year and he thinks the dividend could be increased again in 2015.


Price:
$5.440
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2014-01-30 WEAK BUY Dennis Da Silva

Transitioned into a dividend growth model.  There is a long history with this name.  About 55% oil, a good balance.  Of the ones that have transitioned, they are more oily names because that is an easier model for transition.  It always comes down to the model.  Not sure all assets are de-risked enough.   He is prepared to give management the opportunity to prove it out.  Prefers some others (e.g. SGY, TOG).


Price:
$5.040
Subject:
CANADIAN RESOURCE
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-01-13 COMMENT Eric Nuttall

Have been having good success through the drill bit, which is not been recognized by the market. Trading at 4X cash flow with a fairly dependable yield. As they demonstrate the capital efficiencies and the viability of their dividend, he is hoping people will get more comfortable with this. Good name.


Price:
$5.280
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-01-08 PAST TOP PICK Martin Davies

(A Top Pick Aug 9/13. Up 14.66%.) Very attractive assets with low decline rate and good capital efficiencies. Each time they go through their quarterly reports and show what they are capable of, he feels it will be more sustainable and close the discount that it trades at compared to its dividend paying peers.


Price:
$5.300
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH
Owned:
Yes
2013-12-06 BUY Joanne A. Hruska, CFA

Great assets, good management and looks like they are turning around. Why are they becoming a dividend player? Sometimes companies have to do what the market is telling them and the market is telling a lot of oil/gas companies that they will not invest in them unless they have dividends. This increases the amount of capital available for them. This is still a strong enough asset base that it is still cheap enough that she would still be buying at these levels. Payout ratio is on the lower end compared to a lot of the legacy former royalty trusts. She is comfortable with the payout ratio. She can see it at $7 over the next couple of years.


Price:
$5.150
Subject:
OIL & GAS
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 56 entries
First Previous 1 2 3 4 Next Last

No Comments.


You must be logged in to comment.