stockchase picture

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

Company Index

List by Company Name

List by Symbol

Whitecap Resources Stock Symbol: WCP-T

Notes:

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

Last Price Recorded: 14.1900 on 2014-04-24 01:15:03

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2014-04-24 STRONG BUY Mason Granger

Have done a great job.  Proven management.  Is a top, core holding.  Done a great job of assembling the assets you want in a dividend payer.    Market does not fully grasp the upside potential of a recent acquisition.  He has no reservations recommending this.


Price:
$0.000
Subject:
OIL & GAS
Bias:
BULL on OIL
Owned:
Yes
2014-04-17 TOP PICK Eric Nuttall

One of the most conservative dividend plays in the oil patch.  Just closed an acquisition of assets from Imperial oil.  He really liked it before and now he really, really likes this one.  In 2015 they will spend 85% of their cash flow and grow the dividend.  Yield is 4.93%. 


Price:
$14.080
Subject:
OIL & GAS
Bias:
BULL on OIL & GAS
Owned:
Yes
2014-04-14 BUY John O'Connell, CFA

Management did a phenomenal job.  He is going to be able to surprise the street.  This is the one to buy.  They made some great acquisitions.


Price:
$13.460
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-04-11 TOP PICK Martin Davies

A yield company.  Very, very sharp at clever acquisitions.  They just purchased an imperial oil asset and now can grow at a very good rate.  5.1% yield.


Price:
$13.230
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-04-08 COMMENT David Cockfield

Has done very well. Management has really capitalized on the properties they have. Drilling success is pretty astounding. Also, pay a 5.6% dividend. Just completed a new financing deal. 96% payout.


Price:
$12.820
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2014-04-03 BUY Dennis Da Silva

(Market Call Minute) One of his favourite names.


Price:
$12.610
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-03-17 BUY John Zechner

A younger version of CPG-T.  It is stalled out in the area for a while.  With the deal they did today they double their oil production.  He likes it in here and bought today.  Likes the story.  Don’t read much into the seasonality.  5.6% yield.  Recently increased dividend to attract more investors.  It is part of the attraction of the group.


Price:
$12.340
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-12 COMMENT Bruce Campbell (1)

Their payout ratio to earnings is around 100%, which means that to sustain the dividend, they need to grow. Their track record on that is really good so far, so he would be watching it but not nervous about a cut coming. As they continue to grow, they will probably keep raising.


Price:
$11.560
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2014-02-27 BUY David Burrows

(Market Call Minute) Great yield, slow decline assets.


Price:
$11.910
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-02-20 PAST TOP PICK Mason Granger

(Top Pick Feb 27/13, Up 40.86%) Continues to hold.  Premier dividend paying stock in Canada.  Has a real focus on driving costs down and building value on assets.  Will continue to pay a great dividend.  Expect production per share growth.  15% total return is reasonable.


Price:
$11.670
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-02-14 BUY Jim Huang

This company has done very well and a little bit of profit taking is natural. They have proven up the intermediate size, high dividend paying oil/gas A&M model. They have clearly proven themselves to be capable operators. If you own, continue to hold but you could also uses pullback to get into this name.


Price:
$11.690
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-02-13 HOLD John Stephenson

Has been a phenomenal play for the last few years, but in the last 6 months or so, they have been very transactional. Transactions have been good, but they have been issuing a lot of equity. Ultimately they have failed in the last little while to grow production per share and cash flow per share meaningfully. He has lightened up on his position because he felt it has had its run.


Price:
$11.880
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2014-02-12 BUY Bill Bonner

Great story. One of the best of the dividend paying entities. They are not afraid to do acquisitions to fortify their drilling inventory and underpin their cash flow. What really stands out in his mind is the “all in payout ratio”. The combination of their dividend plus their capital spending, is conservatively a low 100%, which not a lot of dividend payers can claim.


Price:
$11.700
Subject:
CANADIAN ENERGY
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2014-01-24 TOP PICK Jaime Carrasco

This has just switched over to a dividend model so he expects there will be a lot more money coming in.


Price:
$11.960
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-01-17 DON'T BUY Rob Stabile

Did a great job of managing the business. Delivered everything they said they would. Kept expectations moderate. This is an energy producer that is not really targeting any significant growth. If you are not going to get any cash flow or production growth, and you are only getting a 5% dividend, is that enough of a return at this current price to take on the operating risks of an oil/gas company? He would probably be backing away.


Price:
$12.260
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 77 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.