Viewing Expert Eric Nuttall | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Eric Nuttall , Portfolio Manager

Sprott Assett Management


Date Signal Chart Symbol Company Opinion Price
2016-07-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Crude oil came down below $41 this morning.  Everyone is watching the 200 day and seeing if it holds.  It seems to have held so far.  The inventories of Gasoline are a concern.  Inventories are high because demand for fuel oil last winter was weak.  Over the next couple of months refineries will go down as normal and normalize demand.  This is a short term impact.  Production of oil is down around the world.  Summer is typically a crummy time for oil.  He calls for $60 crude in 2017 and $65 in 2018, by which time the world will be short oil.  He is going to deploy cash he is sitting on this fall.


Price:
$0.020
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
_N/A
2016-07-29 DON'T BUY Must be logged in to use chart ATH-T Athabaska Oil Sands Corp

Not a name he would own.  They did a highly admirable job of deleveraging and doing a streaming deal on their oil.  Everyone knows the catalysts that have come and gone and now no one cares.  Everyone knows it is cheap and yet nothing is happening.  He would look to others.


Price:
$1.230
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
No
2016-07-29 BUY Must be logged in to use chart BDI-T Black Diamond Group

He owns it for the yield.  They do camps and rentals for construction.  They raised capital recently to expand their business in construction.  It is a lot less volatile than the oil business.  The oil and gas industry wants to put money back to work.


Price:
$5.070
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-07-29 TOP PICK Must be logged in to use chart BIR-T Birchcliff Energy Ltd.

They did an asset acquisition off ECA-T.  They de-levered their balance sheet.  They diluted a major shareholder.  They extended their inventory by many years.  He estimates it is trading at a PE of 6 and should get re-rated to 7.


Price:
$9.440
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-07-29 WEAK BUY Must be logged in to use chart BTE-T Baytex Energy Corp

It is a company he likes.  It is a buy below $6 and a sell in the high $6s to low $7s.  His preference is Enerplus Corp (ERF-T) where he gets more exposure to nat gas.


Price:
$6.130
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Unknown
2016-07-29 SELL Must be logged in to use chart BXE-T Bellatrix Exploration Ltd.

Sell it and buy almost anything else.  The management team has tripped and fallen so many times.


Price:
$1.120
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Unknown
2016-07-29 TOP PICK Must be logged in to use chart CJ-T Cardinal Energy Ltd

Good sensitivity to oil without the financial leverage.  Decline rates are low. 


Price:
$9.040
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-07-29 PAST TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

It seems to have found pretty good support @$19.  He believes that the large caps are fairly to overvalued.  CPG-T eliminated the drip.  They have a strong balance sheet and strong hedges.  Below $19 it is a fair buy.


Price:
$19.090
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-07-29 TOP PICK Must be logged in to use chart DHX.B-T DHX Media

One of the largest children’s content owners.  They get paid every single time a child watches a show.  They have a significant YouTube strategy.


Price:
$7.100
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-07-29 SELL Must be logged in to use chart ECA-T Encana Corp

It had a massive run.  It still needs $60 to tread water.  The market does not appreciate the significant challenges they still face. 


Price:
$10.500
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Unknown
2016-07-29 WAIT Must be logged in to use chart GRC-X Grenville Strategic Royalty

It is in the penalty box as they had a bad quarter after a CEO transition.  He is looking for improvement in the sustainability of the dividend and some cost rationalization.  It is a ship that is turning in the right direction.  It may take another quarter or two.  Wait for the next quarter.


Price:
$0.410
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Unknown
2016-07-29 DON'T BUY Must be logged in to use chart HSE-T Husky Energy

He usually buys oil spills and fires.  But although this one is cheap he would go for the mid-caps.  They have better balance sheets, better economics, can grow faster yet trade at a discount at present.


Price:
$15.360
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Unknown
2016-07-29 BUY Must be logged in to use chart KEL-T Kelt Exploration

People are warming up to nat gas.  Oil rig counts are down and gas is a byproduct of oil exploration.  Last week’s storage of nat gas was the lowest in 10 years.  It is a hot summer.  They are coming out with two exploration well results when they report next week.  You have a management team that holds a lot of stock.  Their debt is a little higher than many peers, but he does not view it as a problem.


Price:
$4.460
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Unknown
2016-07-29 WAIT Must be logged in to use chart MRE-T Martinrea

He sold a month ago.  Sentiment got bad regarding the peak of auto sales and Tesla as a competitor.  He would hold on to it.  It is slow growth.  If they bring down costs then there is margin expansion. He plans to revisit it in a couple of months.


Price:
$8.710
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
No
2016-07-29 PAST TOP PICK Must be logged in to use chart NBZ-T Northern Blizzard Resources INC

They messaged that they wanted to be acquisitive in what was the buying opportunity of a lifetime.  But nothing has happened.  He does not know if the market is going embrace this name.


Price:
$4.350
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Unknown
Showing 1 to 15 of 1,097 entries
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6 Comments

petersirie

December 17th 2012 at 6:46pm

Keep up the quality commentary please. I have really appreciated your insight.

boblewellyn@yah

March 16th 2013 at 7:50pm

There is a report that Petrobakken has started a gas injection program that has substantially increased their production and reserves. Stock closed at $9.50 on Friday, March 15, 2013, probably because of this report.

car2nz

April 10th 2014 at 3:12pm

When Eric says BUY...You should be SELLING ...When he says Sell...You should be BUYING. He is consistently WRONG! It's amazing!

BeauRegard

April 21st 2014 at 3:36pm

Not the sharpest knife in the drawer!

CH-Investments

April 26th 2014 at 10:04am

Not a fan of all his picks but some of them have great potential to generate a large profit. Have found a number of decent picks here and have done my own analysis which has made me operate at a decent profit.

3clicks

June 1st 2016 at 9:35am

I like Eric for his overall market commentaries. But gotta be cautious with his picks although BTE was a great advice.


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