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Whitecap Resources Stock Symbol: WCP-T

Notes:

Engaged in the exploration and production of oil and natural gas in western Canada.

Last Price Recorded: $14.4800 on 2014-11-22

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Date Signal Expert Opinion Price
2014-11-19 COMMENT Bruce Campbell (2)

Very well run. A very sustainable payout ratio, even at these prices. Thinks their payout ratio and dividend are safe. With the wind coming out of the entire energy sector, the price has been hurt. If oil turned around and moved back up, the stock would normally be a Buy. He has turned back his exposure in energy. Probably has one of the lower energy weightings in his portfolio than what he has had in some time. If he saw some wind behind energy, this one would be on his radar.


Price:
$13.830
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2014-11-18 HOLD Michael Bowman

There is a lot of good value here in these oil stocks. We do not want to see these companies having to start cutting dividends. If that happens, share prices are going to decline. We need to be sure that these companies are rock solid financially. This is one of the lowest “cost per barrel” companies at about $13-$15. Good dividend and management feels confident it will not be cut.


Price:
$14.070
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Unknown
2014-11-14 HOLD Jaime Carrasco

This has a good hedging position. His target on this is $21. Their CapX program is on line and there is some sustainability. It would be good to wait a bit. We are coming into winter. Also, there are the issues with Russia and Ukraine. There are a lot of politics in oil right now, and because of that market forces are a little dislocated.


Price:
$14.600
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Unknown
2014-11-06 TOP PICK Mason Granger

Very sustainable dividend. Have been very focused on maintaining a modest decline rate. When your decline rate on your production base is lower and your capital efficiencies on incremental drilling are really good, you have a better chance of delivering free cash flow that you can pay a dividend out of. That is exactly what they do. One thing that is under-appreciated is the rock solid hedging they have in place. In the first half of 2015, they have about 60% of their production hedged at close to $100 a barrel Cdn. Yield of 4.95%.


Price:
$15.140
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2014-11-05 COMMENT Dennis Da Silva

This has become a dividend payer. Focused on the balance between growth and dividend. Well-managed. Impeccable balance sheet. One of the lowest payout ratios in the industry. A report indicated they could maintain their dividend, 5% growth with oil at $70 US and still be at 100% payout ratio. 5% dividend yield.


Price:
$14.830
Subject:
CANADIAN RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2014-10-31 HOLD Hap (Robert) Sneddon FCSI

Chart shows a nice little trend. This is one that has sort of bucked that bigger energy profile that where on a lot of other energy companies. Well favoured by a lot of analysts. Chart shows that it looks like it is really trying to hold in here. He sees no reason you should Sell this.


Price:
$14.590
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2014-10-23 COMMENT Greg Newman

Amongst the dividend payers, this is probably the best one to own. Very low debt to cash flow at 1.3. Enterprise value of 7.2 is lower than the group. Payout ratio of 98%, one of the lowest in the group and very sustainable. Going to grow their cash flow per share at 13.9%. If you are convinced that oil can settle in at around $80, you can buy this.


Price:
$15.410
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
CAUTIOUS
Owned:
Unknown
2014-10-21 BUY on WEAKNESS John Zechner

This is a great story. Has good growth going forward and has had very accretive acquisitions in the last little while. He took some profits when they were lightening up on oils, and bought some of the back last week. A good, long-term story.


Price:
$15.840
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-17 TOP PICK Eric Nuttall

Will see some early money.  Dividend is one of the most sustainable dividends.  At $80 oil can grow production by 15%.  Their balance sheet is very under levered.  They have low decline.  They can bring on production very efficiently.  CEO and directors are buying stock actively.


Price:
$14.890
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-10-03 BUY Bill Bonner

He prefers this over CPG-T.  They have one of the best dividend models of the companies he follows.  Every time they make an acquisition it is accretive to shareholders.


Price:
$15.530
Subject:
CANADIAN ENERGY
Bias:
OPTIMISTIC
Owned:
Unknown
2014-09-30 HOLD Keith Richards

There was a strong rally over the summer, but is now losing some of that momentum.  It could return to the old breakout point if resources continue to pull back.  He would not call it a sell at this point.


Price:
$16.030
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Unknown
2014-09-26 BUY Michael Bowman

Classic company, came out with a growth and dividend kind of model and are succeeding with that.  Well managed with a fantastic balance sheet.  Good infrastructure business. 


Price:
$16.050
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH on OIL SERVICES COMPANIES
Owned:
Unknown
2014-09-25 BUY on WEAKNESS Michele Robitaille

They have done a good job of making acquisitions that fit the model and generate enough cash flow to be self sustaining.  Had quite a pullback and so it is not a bad time to put money to work, but do so slowly and cautiously.


Price:
$15.930
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
No
2014-09-19 BUY Greg Newman

The company has done everything right. They will make money even if oil goes to $80. Nice Debt to Cash Flow. Sees its all-in payout ratio being 96% for 2014. He would Buy on its current weakness.


Price:
$16.660
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2014-08-25 BUY Eric Nuttall

Prefers over BTE-T because they are adept at doing acquisitions and even increased their dividend.  The scale of the company is smaller so the acquisition moved the needle more.  They can grow 15% every year and still increase their dividend.


Price:
$18.220
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 113 entries
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