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Notes:Engaged in the exploration and production of oil and natural gas in western Canada.
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-14 | PAST TOP PICK | Joanne A. Hruska, CFA |
(Since Sept. 2012, up 45.16 %) Well known management team that has been successful over time and they know how to find gas and manage the wealth. Issued a dividend six months ago. Tweet finance |
Price: $10.340 Subject: ENERGY/RESOURCE Bias: UNKNOWN Owned: Yes |
| 2013-05-03 | BUY | Keith Richards |
A resource that was a pretty decent story. Never argue with the trend. This chart looks good. The only point of danger is that it is reaching the previous high. Something has to push it through that. If it fails, it could be the sign of a top. 5.7% yield. Tweet finance |
Price: $10.470 Subject: TECHNICAL ANALYSIS Bias: DEFENSIVE Owned: Unknown |
| 2013-04-22 | BUY | John Stephenson |
Good growth. Has a good balance sheet and is not over distributing. Yield of 6.3%. This would be a reasonable entry point. Tweet finance |
Price: $9.580 Subject: RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2013-04-17 | BUY on WEAKNESS | Eric Nuttall |
Sold his holdings about a month ago at $9.50. Wait for a bit more of a pullback before buying. Very sustainable business model. Tweet finance |
Price: $9.470 Subject: OIL & GAS Bias: UNKNOWN Owned: No |
| 2013-04-16 | BUY | Bill Bonner |
Great example of brilliant execution but it has the support of a very healthy dividend yield and he thinks there is a strong argument to see the dividend growth coming out. Of all the dividend players, he would rank this as #2. Has one of the lowest, if not the lowest payout ratios in the sector. Tremendous assets in the Cardium as well as exposure to the fabulous Montne play in Northeast BC and western Alberta. Below $10 it is a pretty good buy. (See Top Picks.) Tweet finance |
Price: $9.720 Subject: OIL & GAS Bias: BULLISH on ENERGY Owned: Yes |
| 2013-04-08 | TOP PICK | Michael Giordano |
Oil/gas exploration in Western Canada. Strong player in west central Saskatchewan especially in the Dogsland Viking area. Also, in the west central Alberta area with Pembina (PPL-T) which is Cardium gas. Also, an active hedger and lock in their net backs. Dividend yield of 6.11%. Cheap at 4.7X 2013 cash flow. Payout ratio is under 100%. Tweet finance |
Price: $9.820 Subject: RESOURCE Bias: SELECTIVE Owned: Yes |
| 2013-04-05 | PARTIAL BUY | Alice Tsang |
Very good story. Management is very focused on costs and returning capital. Quarter after quarter they have been beating and exceeding expectations. If there were a yield play she would want in the smaller cap space, it would be this one. The only knock against it is that it is currently yielding about 6.5%, which is lower than Crescent Point (CPG-T). With oil coming down, it might be a buy at a slightly lower level but you could pick some up at this point and by more as time goes on.. Tweet finance |
Price: $9.660 Subject: CANADIAN RESOURCE Bias: CAUTIOUS Owned: Unknown |
| 2013-03-27 | BUY | Don Lato |
Great cash flow generator. One of the few high income oil/gas companies that actually has a payout ratio, including CapX, of less than 100%. Price target of $11 is very much achievable. Very nice yield of about 6%.. Tweet finance |
Price: $9.740 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: No |
| 2013-03-22 | BUY | Jaime Carrasco |
Likes what management is doing. They are growing internally only. Has a $12 target. 6% dividend. Tweet finance |
Price: $9.740 Subject: ENERGY, MATERIALS, UTILITIES & REITS Bias: BULLISH on GOLD Owned: Yes |
| 2013-03-12 | BUY on WEAKNESS | Robert Lauzon |
One of the new dividend payers. Looks pretty good on its payout ratios and operationally. Prefers buying this below $9. Good for dividend portfolios. 6.4% dividend. Tweet finance |
Price: $9.340 Subject: ENERGY Bias: OPTIMISTIC on ENERGY Owned: Yes |
| 2013-03-06 | PAST TOP PICK | Michael Giordano |
(Top Pick Oct 9/12, Up 16.02%) Tweet finance |
Price: $9.160 Subject: RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2013-03-04 | BUY | John Stephenson |
A reasonably good stock. Feels the dividend is safe. Has a pretty clean balance sheet. Growth rate in production has been good. Tweet finance |
Price: $8.840 Subject: RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2013-02-27 | TOP PICK | Mason Granger |
(A Top Pick March 29/12. Up 2.29%.) Should be able to achieve some high single digit growth on the asset side in addition to receiving the 6.70% dividend. Good blend of growth and income. Assets in the Viking and Cardium pay back in 1-1.5 years. Modest debt. Adopted a three-year hedging program. 20%-29% upside is fairly achievable. An overhang in the near-term is an asset sale out of Barrick, which has one asset that would be a perfect fit for them, but would require financing. Tweet finance |
Price: $8.740 Subject: OIL & GAS Bias: BULLISH on OIL Owned: Yes |
| 2013-02-19 | BUY | Peter Hodson |
One of the better dividend stocks in the sector. 1.8% dividend. 4th quarter production was at a record. As long as production continues to increase and with the dividend and growth it is one of the better plays in the sector. Tweet finance |
Price: $8.940 Subject: CANADIAN SMALL Bias: BULLISH Owned: Unknown |
| 2013-02-11 | TOP PICK | Eric Nuttall |
Has the most sustainable dividend model in Canada. Yield is 6. 47 %. From strictly cash flow, not using any debt, they can pay the yield and grow production by about 5%. Have a reserve life of over 14 years. Clean balance sheet at 1X debt to cash flow. Trading around 5.5X this year’s cash flow and could easily move up to 6X. Tweet finance |
Price: $9.140 Subject: OIL & GAS Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |