List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-22 | DON'T BUY | John Stephenson |
(Market Call Minute) No reason to buy this name. Tweet finance |
Price: $16.540 Subject: NORTH AMERICAN - RESOURCE Bias: BULLISH on RESOURCES Owned: Unknown |
| 2013-05-21 | BUY | Mason Granger |
(Market Call Minute) Struggled with unsustainable dividend and debt load but over last couple of quarters cost controls have improved and it is looking up. Tweet finance |
Price: $16.720 Subject: OIL & GAS Bias: BULLISH on OIL & GAS Owned: No |
| 2013-05-14 | TOP PICK | Joanne A. Hruska, CFA |
Story They were struggling for quite some time, market hated them, She met with them found that they had excellent valuation and new managment team, a turnaround in the making. Stock went up after they bought, last week. Tweet finance |
Price: $15.930 Subject: ENERGY/RESOURCE Bias: UNKNOWN Owned: Yes |
| 2013-04-22 | SELL | John Stephenson |
Hasn’t performed for some time. They pound their chests on their Bakken wells in North Dakota but are paying upwards to $8-$10 million a well. Have a little bit of gas and a little bit of oil. You might want to wait for the tax loss season as the price could go up a little bit in the meantime. Tweet finance |
Price: $13.150 Subject: RESOURCE Bias: CAUTIOUS Owned: Unknown |
| 2013-03-12 | BUY | Robert Lauzon |
Has been picking away at this one in the $12-$14 range. Cut their dividend to a more sustainable level and have done some asset sales so they are positioned more positively than has been seen in the last 2-3 years. Some oil and some gas production so there is diversification. $15-$16 is probably the right price on this stock in the near-term. Feels the 7% plus dividend is safe. Tweet finance |
Price: $14.890 Subject: ENERGY Bias: OPTIMISTIC on ENERGY Owned: Yes |
| 2013-02-22 | SELL | Jaime Carrasco |
His company has this as a neutral so he would start switching into something else. Tweet finance |
Price: $13.010 Subject: RESOURCE Bias: BULLISH on GOLD Owned: Unknown |
| 2013-01-14 | COMMENT | Douglas Kee |
Well managed company and has a decent yield. Doesn’t see anything wrong with it. Yield of about 6%. Tweet finance |
Price: $12.900 Subject: CANADIAN DIVIDEND Bias: OPTIMISTIC Owned: No |
| 2013-01-07 | DON'T BUY | David Burrows |
He would avoid this one. It is one of those oil/gas positions that has been a weak performer. A lot of people like to buy it for the yield but he doesn’t like laggards. 8% yield. Tweet finance |
Price: $13.370 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: No |
| 2012-12-28 | COMMENT | Michael Giordano |
Have been shifting from gas production to oil. Have this prolific area in North Dakota, which is Bakken oil. Cut their distribution earlier this year so their cash flows are more in line with what their exploration plans are. Natural gas weighting should move down from 70% to about 60%. 8.7% dividend should be sustainable. Tweet finance |
Price: $12.470 Subject: RESOURCE Bias: BULLISH on RESOURCES Owned: Unknown |
| 2012-12-28 | COMMENT | James Hodgins |
Sector has been trashed in the past year. If he were doing a “tax loss selling” basket this year, this would be one he would look at. If people are selling their losers and trying to realize that gain over the last few weeks, as a selling pressure abates, you often have a lift. This is a good company. Tweet finance |
Price: $12.470 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BULLISH on PRECIOUS METALS Owned: Unknown |
| 2012-12-13 | HOLD | Rick Stuchberry |
Has been one of the poorest ones to own. About 50% gas and 50% oil. They had a big land position they weren’t operating and decided to operate them and it cost more than they expected. If Nat Gas prices stay down, it is tough on these companies. Leave it for the next month or two. He is holding his, but you could use the tax loss selling. If winter gets hold these companies can turn on a dime. Tweet finance |
Price: $12.750 Subject: CANADIAN LARGE & iNTERNATIONAL ADR's Bias: BULLISH Owned: Yes |
| 2012-11-20 | SELL | Mike S. Newton, CIM FCSI |
Cut their dividend. He had thought they were getting back on schedule and felt it wouldn’t be cut. A week and a half ago he got stopped out again. In these cyclical names it is best to step aside when trouble brews. You will be better in a year but he prefers others. Tweet finance |
Price: $12.480 Subject: NORTH AMERICAN - LARGE & ETFs Bias: CAUTIOUS Owned: No |
| 2012-10-18 | BUY | Hap (Robert) Sneddon FCSI |
Has had a move up since June. There is some resistance that is going to come into effect at around $19. If we can get this above $18, it will probably entice a little bit of money into it. Right now it’s probably a reasonable Buy as a short-term investment idea. Would buy this and if he gets to $18 would add to your holdings. Tweet finance |
Price: $16.930 Subject: TECHNICAL ANALYSIS Bias: UNKNOWN Owned: Unknown |
| 2012-10-16 | TOP PICK | Mike S. Newton, CIM FCSI |
They took some tough medicine and cut their dividend in half. This is a value play with 50% gas exposure and 50% oil exposure. Could be a turnaround position. In 6 months this name will do very well. Tweet finance |
Price: $16.160 Subject: NORTH AMERICAN - LARGE & ETFs Bias: DEFENSIVE Owned: Yes |
| 2012-10-01 | DON'T BUY | Greg Newman |
Cut their distribution and may have to cut again. Payout ratio is still elevated at about 160 effective payout ratio. Probably better names in this group. If you want natural gas exposure, look at Arc Resources (ARX-T) that is flush with cash and hedged for 2012-2013. If you want more oil exposure, go for Crescent Point (CPG-T). If you want Brent exposure because it is widening over West Texas you would go for Vermilion Energy (VET-T). If you want heavy oil exposure, which is narrowing a lot to the differentials, he would choose Baytex Energy (BTE-T). Tweet finance |
Price: $16.590 Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES Bias: OPTIMISTIC Owned: No |