List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-14 | COMMENT | Joanne A. Hruska, CFA |
Would you buy or sell Renegade Petro and is the dividend of 20% sustainable? She knows Renegade well and used to own it but sold it around $4.20 when their debt went up. They will have to make a change whether it be the dividend or on the management side. Tweet finance |
Price: $1.150 Subject: ENERGY/RESOURCE Bias: UNKNOWN Owned: No |
| 2013-05-10 | HOLD | Bruce Campbell |
He sold. All of a sudden after an acquisition there is a 100% payout ratio. They are now saying they are going to restructure. They should cut the dividend. Get out if it runs for no reason. He lost money on this one. There is not much more downside on this one. Tweet finance |
Price: $1.230 Subject: CANADIAN LARGE Bias: BULLISH Owned: No |
| 2013-05-10 | SELL | Bill Harris, CFA |
Likes it. At this oil price the dividend is not sustainable. They addressed operational issues. If they cut the distribution he thinks the market would agree. Tweet finance |
Price: $1.230 Subject: RESOURCE Bias: DEFENSIVE Owned: Unknown |
| 2013-05-03 | SELL ON STRENGTH | Keith Richards |
19% Yield. Company may be in a little trouble and dividend could be cut. The dividend is not making up for the rather large losses. This is a parabolic move to the downside. Might have a bounce on the short term, but he would not be an owner of this stock for long. Tweet finance |
Price: $1.180 Subject: TECHNICAL ANALYSIS Bias: DEFENSIVE Owned: No |
| 2013-04-30 | DON'T BUY | Martin Davies |
A poster child of how to not execute properly on some of the things they said they were going to do. Had promised they were going to go ahead and operate as a dividend model in the oil/gas space. It has been unfortunate. There are lots of assets that have to be restructured. The dividend of 19.82% is not sustainable. You should also look at the pedigree of the 3 new directors to understand what they do, because they are the ones that are going to have to save your investment. Tweet finance |
Price: $1.170 Subject: CANADIAN ENERGY Bias: BULLISH on ENERGY Owned: Unknown |
| 2013-04-17 | PAST TOP PICK | Eric Nuttall |
(A Top Pick March 19/12. Down 69.15%.) Down 50% since converting to a disco and there are a lot of questions about the sustainability of the dividend. $34 million higher than what was expected by the Street. Thinks there was a significant overreaction by the market. Still likes. Tweet finance |
Price: $1.220 Subject: OIL & GAS Bias: UNKNOWN Owned: Yes |
| 2013-04-11 | HOLD | Jason Mayer |
Initiated a dividend late last year. When the company came out with most recent financial update, the debt was higher than analysts expected, but it was based on the arrangement to pay the dividend. He is comfortable that the distribution is sustainable down to $75. Their debt metrics are not out of whack. Don’t sell it. Tweet finance |
Price: $1.470 Subject: RESOURCE Bias: BULLISH on NATURAL GAS Owned: Yes |
| 2013-04-08 | DON'T BUY | Michael Giordano |
Made a major acquisition of some of Penn West (PWT-T) assets in the Viking area of southeast Saskatchewan and some of the wells did not come out as had been expected. That, coupled with their debt level, seriously puts the 15% dividend at risk. Tweet finance |
Price: $1.540 Subject: RESOURCE Bias: SELECTIVE Owned: No |
| 2013-04-04 | DON'T BUY | Peter Hodson |
One of those oil/gas companies that have decided to change their model completely. It was a growth company, but everybody wanted dividends so they turned it into a dividend company. Slow growth dividend company with a massive yield right now. Their problem is they promised a lot when they did the restructuring last year but their most recent financials had debt much, much higher than people thought. 14% dividend. Far more risk than there was last year. Tweet finance |
Price: $1.610 Subject: CANADIAN SMALL & MIDCAPS Bias: BULLISH Owned: No |
| 2013-03-28 | HOLD | Dennis Da Silva |
(Market Call Minute) Pays a healthy dividend of 13.5% but he wants to see some better efficiencies on the cost side. There is some risk of dividend downside. Tweet finance |
Price: $1.740 Subject: RESOURCE Bias: SELECTIVE Owned: Yes |
| 2013-03-26 | BUY | Bruce Campbell |
Have been a few of these companies where they have switched from a growth model over to a dividend model. They reported and the numbers themselves where fine but the debt was a bit high so the market is worried a little that they don’t have as much room as they used to have. Even with their elevated debt, they are somewhere around 98%-100% so it looks the cheapest of all of these models and has been way oversold. Yield is 14%. Tweet finance |
Price: $1.640 Subject: CANADIAN LARGE Bias: DEFENSIVE Owned: Yes |
| 2013-03-05 | BUY | Rick Rule |
Their idea is that rather trying to pursue an unlimited growth model in oil and gas, to return some of the surplus margin generated to their shareholders. If the oil price holds together, which he thinks it will, the 11% dividend is sustainable. Likes the management team. Tweet finance |
Price: $2.080 Subject: RESOURCE Bias: OPTIMISTIC Owned: Yes |
| 2013-02-27 | BUY | Mason Granger |
(Market Call Minute.) Thinks the company is going to execute this year and will nail their numbers. Tweet finance |
Price: $2.110 Subject: OIL & GAS Bias: BULLISH on OIL Owned: Yes |
| 2013-02-11 | TOP PICK | Eric Nuttall |
In no man’s land now where you’ve had growth investors selling and dividend investors waiting for probably 2 quarters of payments and operational execution to ensure the dividend is sustainable. Feels the 10% is sustainable down to the mid-70s. 60% hedged this year at about $94 oil. Should be pretty good reserve growth. Tweet finance |
Price: $2.260 Subject: OIL & GAS Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2013-02-08 | BUY | Michael Giordano |
(Market Call Minute) Major acquisition of Pen West lands. Tweet finance |
Price: $2.290 Subject: RESOURCE Bias: BULL on RESOURCES Owned: Yes |