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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: $11.4000 on 2015-01-24

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Date Signal Expert Opinion Price
2015-01-23 PAST TOP PICK Jaime Carrasco

(A Top Pick Jan 24/14. Up 0.55%.) Has cut back on this one, but still holds some. He is waiting to add to this one later. Yield of 6.6%.


Price:
$11.400
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-20 TOP PICK Eric Nuttall

Have a really good hedge position and a very good balance sheet. Every single employee is a shareholder in this company. Have very good projects and can weather the storm and come out the other side is a stronger entity than they were heading into it. Can maintain flat production and pay a dividend of 6.82%, while spending only 90% of cash flow.


Price:
$11.010
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2015-01-09 COMMENT Rick Stuchberry

If they cut the dividend, would you Sell the stock? You hope that they don’t cut the dividend. If they do so, they should do it right away and give an explanation. Make sure that it is not just a dividend cut, but a cut across the spectrum including their spending, and that they have a plan going forward. The people in his shop are saying this stock is okay to go, but he doesn’t own any.


Price:
$10.600
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
No
2015-01-06 HOLD Jim Huang

One of the best run companies in the Canadian oil patch. Management is first-rate and has a long track record. They focus on high-quality, light oil resources, mostly through enhanced oil recovery such as water flood, and are running a sustainable business model. The dividend is sustainable, even including the capital expenditures needed to maintain the production. Obviously with oil prices going from $100-$50 it is going to impact on the business so expects you will see minimum production growth this year. This is one you should hold and possibly add to over the next few months. Yield of around 7%.


Price:
$10.330
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-02 HOLD John Stephenson

Sold his holdings. Had thought about Shorting but doesn’t think there is enough of a case for it. A well-managed company with decent growth prospects. Given the low commodity prices, he feels this is a Hold. 6% yield.


Price:
$11.680
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BEARISH on RESOURCES
Owned:
No
2014-12-17 COMMENT David Baskin

A very popular stock, but vulnerable.


Price:
$12.050
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-12 COMMENT Bruce Tatters

One of the best mid-cap producers, and he has a very small, modest weighting in this. In the mid-cap arena, this is one of the best names. Has a very strong hedge book. Also, doesn’t have a lot of leverage. A very good operator. When he sees a recovery coming in the energy space, this is going to be one of the names that he buys.


Price:
$10.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-12 WAIT Jaime Carrasco

Still has this in the portfolio even though he has reduced it. Thinks they will make it through this very well. Has a $21 target on this. Still a little bit too early to be adding. Wait until the new year.


Price:
$10.400
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-02 WAIT Bruce Campbell (1)

Good balance sheet. A dividend payer like some of the others. Of the ones that he doesn’t own, this would be his choice. Well-managed. 1.2% debt to cash flow, the range that he would like. Thinks the dividend is sustainable. He’ll wait a while before he adds this.


Price:
$11.560
Subject:
CANADIAN LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
No
2014-12-01 TOP PICK Eric Nuttall

Added this stock this morning.  If you want oil exposure and a dividend there is not a better name to own.  There is total indiscriminant selling.  You have an opportunity to high grade in your portfolio.  They already announced a dividend increase in January.  The best most sustainable yield and they are still growing.  Management owns a ton of stock.  They fell as much as crummier stocks.


Price:
$11.380
Subject:
OIL & GAS
Bias:
CAUTIOUS on OIL
Owned:
Yes
2014-11-26 PARTIAL BUY Greg Newman

This is one of the best, most sustainable dividend names. At $75 oil and $3 natural gas, it still has a positive cash flow year-over-year, but very marginal. Effective payout ratio is 114%. If you are not in this sector, at opportune times like this you might want to start picking away on a name like this.


Price:
$13.020
Subject:
CANADIAN LARGE & HEDGING
Bias:
CAUTIOUS
Owned:
Yes
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
Showing 1 to 15 of 124 entries
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