Viewing Company Whitecap Resources | StockChase
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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: $11.1800 on 2017-02-17

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Date Signal Expert Opinion Price
2017-02-10 PAST TOP PICK Craig Porter

(A Top Pick Sept 12/16. Up 1.92%.) A very good company. What has been hurting Canadian producers is the reaction to what is going on in the US with the border adjustment tax Trump has been talking about.


Price:
$10.810
Subject:
RESOURCE
Bias:
BULLISH on OIL
Owned:
Yes
2017-02-10 TOP PICK Craig Porter

Great management. It has very light oil properties in Alberta and Saskatchewan. The team has focused on properties that have a low decline rate of about 20%, and don’t have to drill is much as companies that have a 40% decline rate. Bought a large Saskatchewan land play off of Husky Oil last year. Dividend yield of 2.61%. (Analysts’ price target is $14.92.)


Price:
$10.810
Subject:
RESOURCE
Bias:
BULLISH on OIL
Owned:
Yes
2017-02-01 COMMENT Michael Sprung

Whitecap Resources (WCP-T) or Crescent Point (CPG-T)? Two different types of companies. This is more of a growth company paying a dividend, while Crescent Point is much more mature. It pays a fairly good dividend. This caught his attention lately and he has begun to look at. Very good balance sheet. They have capacity to bring on another $1.3 billion in debt. People are forecasting this is going to grow from 46,000 barrels a day, to something like 57,000. If you want more potential growth, this is probably not a bad way to go. Pays a very generous dividend.


Price:
$10.510
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-01-31 HOLD Eric Nuttall

The market is being fairly efficient at pricing a lot of these companies as they are very similar valuations. He likes this one very much. He doesn’t own it, only because it has held up better than its peers, and is trading at a slight premium. There is upside where he thinks they will increase their CapX spending as long as oil remains in the $50-$55 level. On his estimates, they will be growing production this year by 17%, and by about 10% next year. Slightly better than average growth for a slightly higher multiple. He would have no issues owning this.


Price:
$10.360
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
No
2017-01-12 TOP PICK Mohsin Bashir

Exploration and production light oil production.  They plan to increase from 45k to 55k barrels per day production by the end of this year.  He likes that the balance sheet has room on it and they carry less debt than peers.  They stand to benefit from a rising commodity.  (Analysts’ Target; $14.80).


Price:
$11.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-01-04 TOP PICK Craig Porter

A midsized light oil player and a dividend player. Management’s idea is if it can give investors 10% production share growth, each year, and pay a modest dividend, maintain existing production, it is a viable way to build a business. During the downturn, management was able to buy assets on the cheap. They bought a number of land packages that really increased the size of the company. Dividend yield of 2.28%. (Analysts’ price target is $14.33.)


Price:
$12.450
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-12-21 HOLD Michael Sprung

He likes the company although he doesn’t currently own it. It has been one of the better managed ones through this whole debacle. They have been quite proactive in how they handled their balance sheet and finances. There have been a lot of costs taken out of the energy companies in the last few years, and are much more efficient than they used to be.


Price:
$12.060
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2016-12-06 PAST TOP PICK Mason Granger

(A Top Pick July 21/16. Up 22.92%.) See today's Top Picks for comments.


Price:
$11.960
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2016-12-06 TOP PICK Mason Granger

All 3 picks have recently done fairly transformative acquisitions. He wants to own companies that have institutional following and access to capital markets and could do smart acquisitions at the bottom of the cycle. This does about 50,000 barrels a day, 80% weighted towards oil. Recently did an acquisition of some very low decline assets. They also have a little bit of hedging in place. Feels they have one of the most sustainable dividend profiles of the group. Dividend yield of 2.34%. (Analysts’ price target is $13.89.)


Price:
$11.960
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2016-12-05 COMMENT Alex Ruus

Tourmaline (TOU-T), Seven Generations (VII-T), or Whitecap (WCP-T) for price appreciation? All 3 of these companies are really well run energy companies. They have all done well operationally and stock-wise over the last year. His 1st pick would probably be Tourmaline, which has the best combination of quality management and growing its earnings and cash flow, with a relatively reasonable valuation.


Price:
$11.990
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-12-01 COMMENT Ross Healy

This has run way, way ahead of its earnings. The consensus earnings is $0.21, which puts quite a healthy P/E ratio on it. Essentially, baked into the current price, is a higher oil price, possibly quite a bit higher. At the current price, it is up against some technical resistance. When you invest in oil companies, you are now speculating that oil prices are going up. If you are wrong, some of these companies are so far away from anything that resembles a reasonable value, that you have big downside risks.


Price:
$12.120
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-21 PAST TOP PICK Craig Porter

(A Top Pick Sept 12/16. Up 12.41%.) One of the larger holdings in his funds. An oil producer that will grow production next year by about 15% on a per share basis. Still maintains its dividend yield of about 3%. They do that all within the confines of cash flow.


Price:
$11.820
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-11-10 HOLD Gerard Ferguson

It is a goto name for growth-oriented managers.  They are more oil exposed.  They are a big beneficiary of higher oil prices.  Recently they have done a bit better.  He would stick with it.


Price:
$10.920
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2016-11-01 PAST TOP PICK Robert Lauzon

(A Top Pick July 30/15. Down 1.28%.) Has made quite a few acquisitions and they have been on a bit of a treadmill digesting them. He likes management.


Price:
$10.840
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-10-26 HOLD Cole Kachur

A great name in energy. Very well-managed. It has underperformed for the most part over the past year or so. This is kind of a slow and steady one you can own. It pays a little bit of a dividend.


Price:
$10.840
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
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