List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-04-08 | COMMENT | Michael Giordano |
Oil gas company in the Dogland (?) area so they focus on Viking oil. Producible 5300 barrels per day. Have excellent net backs so generate great cash flows. Feels the Viking area is a prime area. Thinks they will benefit from all the activity there. Tweet finance |
Price: $3.870 Subject: RESOURCE Bias: SELECTIVE Owned: Unknown |
| 2013-03-25 | STRONG BUY | John O'Connell, CFA |
Had a fairly big run recently and is fairly priced today as it was in Oct-Nov. Continue to execute superbly well on production. Their net-backs are some of the largest in the industry. Rock solid balance sheet. This management team has a track record of growing to 5000-7000 barrels a day and then tend to sell. Whitecap Resources (WCP-T) would be a likely acquirer. Tweet finance |
Price: $3.950 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Yes |
| 2013-02-05 | TOP PICK | John O'Connell, CFA |
Balance sheet is in phenomenal shape. One of the best financed junior oil company. Management has a good track record of starting up at about 500 barrels a day and selling at 5000 barrels a day. Good acquisition target. Tweet finance |
Price: $3.200 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: Yes |
| 2012-10-25 | TOP PICK | John O'Connell, CFA |
Junior oil and gas company. CEO has sold his previous two companies to Crescent Point. He has the best wells in the Viking play. The risk is more of a timing issue. Tweet finance |
Price: $2.600 Subject: NORTH AMERICAN - LARGE Bias: DEFENSIVE Owned: Yes |