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Long Run Exploration Stock Symbol: LRE-T

Notes:

Formerly WestFire Energy

Last Price Recorded: $1.7100 on 2014-12-20

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Date Signal Expert Opinion Price
2014-12-11 DON'T BUY Teal Linde

Not one he is watching because it has too much debt.  It is on red flag zone.  Focus on companies with a strong balance sheet.


Price:
$1.270
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2014-12-01 SPECULATIVE BUY Eric Nuttall

A parent company of the guest is a very large shareholder.  People are concerned since it is trading at a 19% yield.  They may have to realign their divined and cap X programs.  Prefers others that can profit at $70 oil.  If you think we get a rally in 2015 they may do well from here.


Price:
$1.790
Subject:
OIL & GAS
Bias:
CAUTIOUS on OIL
Owned:
Yes
2014-11-19 COMMENT John O'Connell, CFA

Extremely high dividend yield of 14%-15%. The company has to do something if the model is not sustainable at these prices. Balance sheets get destroyed and may be having to sell things to pay down debt. If they stopped paying the dividend, he would probably look at this company. They are trapped in this game of having a free lunch in the energy business. His guess is that they are going to sell assets to try to stay sustainable.


Price:
$2.730
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-11-12 COMMENT Brendan Caldwell

Took a position about 6 months ago. Showed up really strong on his models as having a good valuation and momentum. Energy stocks in Canada are under pressure and have no momentum to them. Doesn't expect there will be a quick change to this. There is a possibility this could have difficulty in sustaining its dividend, especially if energy prices continued to be under pressure.


Price:
$2.980
Subject:
CANADIAN VALUE
Bias:
UNKNOWN
Owned:
Yes
2014-11-06 COMMENT Mason Granger

Although he doesn't own this, his company has contemplated making flow-through investments in it in the last year. A relatively simple story to understand. They’re Peace River, Arch, Montney, Redwater and Viking. They pay a dividend. The yield on the company is fairly high, which is probably reflective of some scepticism that they can maintain a dividend. All the body language he has seen from the company is that they would rather throttle back on CapX then do anything to their dividend. He thinks the dividend is relatively safe, although he can think of safer yielding plays.


Price:
$2.860
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
No
2014-11-05 COMMENT Dennis Da Silva

Owns a small amount in some of his portfolios. A balance between oil and gas. High dividend, north of 15%, and he doesn't think it is sustainable. Stock is down significantly. Lower growth rates in some of the other dividend payers.


Price:
$2.950
Subject:
CANADIAN RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2014-10-23 SPECULATIVE BUY Greg Newman

Had previously recommended this, but was basing it on $96 oil with a very reasonable debt (?) to cash flow at 1.5, and this was a very cheap stock. Now with present oil prices, you're going to have a payout ratio of about 143%, which is average, but still higher. Debt to cash flow isn't too bad of about 2.4 versus 3 for the group. For somebody who doesn't mind taking on a little bit of risk, it is probably fine here.


Price:
$3.600
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
CAUTIOUS
Owned:
Unknown
2014-10-17 DON'T BUY Eric Nuttall

120% payout ratio.  They could dial back Cap-X spending.  The price of oil would have to stay back for a couple of years in order to cause a dividend cut.


Price:
$3.570
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Unknown
2014-10-15 COMMENT Fabrice Taylor

People have to understand that a 12% yield on an oil/gas stock is not necessarily a big fat yield. If it were a much more stable company, that would be a no-brainer. In oil/gas, you should never go above 8% on the smaller companies. A slight change in their commodity can really make a big difference in the cash flow, and therefore their dividend. Watch the payout ratio and watch the debt. If you are comfortable with those 2 things and oil prices, then you are probably okay.


Price:
$3.350
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2014-09-26 WEAK BUY Bill Carrigan

He used to be bullish on Nat Gas, but not crude.  He now thinks Nat Gas has run its course.  It has gone nowhere since 2010.  It is a trader.  You accumulate at support and sell at the top of the range.  It is not a long term investment.  You might accumulate it here.


Price:
$4.520
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2014-09-19 COMMENT Greg Newman

Thinks the dividend is safe. Total payout ratio that comes in for 2014 is under 100%. Sees them growing their cash flow at about 15% in the next couple of years. Debt to cash flow isn’t bad for a small company. This is levered to falling oil prices, but it is pretty liquid. Would Buy if you are a risk tolerant investor.


Price:
$4.600
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2014-08-29 COMMENT Robert McWhirter

Doesn’t follow this one intimately, but it ranks 199, top one third of his database. Recent earnings were down 70% year-over-year. The coming quarter is supposed to snap back 36%. Looks like a reasonable opportunity with a two-year timeframe.


Price:
$5.270
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Unknown
2014-08-25 DON'T BUY Eric Nuttall

Safe if you are a dividend investor.  The perception is that their plays are not ‘A’ quality.  A recent acquisition put LRE-T shares in the hands of investors who may not want to keep them.  Wait 3 months for them to finish selling.  Prefers others.


Price:
$5.330
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
No
2014-08-11 COMMENT John O'Connell, CFA

Doesn’t think the dividend is safe. A lot of these companies should not be paying dividends, or certainly not as large as they are. This company has made some acquisitions and they are trying to reposition their portfolio. Still have a lot of debt. Thinks they may sell some things sooner rather than later. The dividend is really handcuffing them from their ability to go out and make strategic longer-term decisions.


Price:
$5.470
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-07-31 SPECULATIVE BUY Greg Newman

Thinks this is a real good one. Has a payout ratio of under 100%, a dividend of around 7.5%, and is trading at about 3.7X EV discounted to its cash flow, versus its peers of almost double that. Just bought some new properties that fit in well, which should help in terms of execution. A high-risk name, but a very good one to own.


Price:
$5.500
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 71 entries
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