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
2016-04-07 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. The drop off in US production has been slow.  Eventually we have come to 77%.  He thinks we will fall almost as much again this year.  This should balance the supposed oversupply.  Iran is adding almost as much production this year.  But the Chinese are going to be down more than that, and so on.  Iran is about the only country increasing production.  Globally we are drawing on inventories of oil.  The market today is undersupplied.  It does not make sense for anyone to drill for more oil.  This is why he sees $60 oil next year.  We are going to see a higher price than consensus believes and it will take industry longer than we think to respond to a higher oil price.


Price:
$0.020
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
_N/A
2016-04-07 WAIT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Oil Services Sector Stocks. The headwinds are so overwhelming in this space today as there is so much oversupply. There will be a time to buy.  He is shorting PD-T right now. You are probably two quarters early to go long in oil services sector stocks.


Price:
$0.020
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
_N/A
2016-04-07 PARTIAL SELL Must be logged in to use chart BNE-T Bonterra Energy Corp

(Market Call Minute) He has been slowly letting some stock go.


Price:
$19.970
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2016-04-07 HOLD Must be logged in to use chart BNK-T Bankers Petroleum

The perception is that Long Run has been bought by a Chinese company and now another Chinese company is buying BNK-T.  There has been insider buying from officers.  He is tempted to dip his toe.  If you hold it, then hold on.


Price:
$1.850
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
2016-04-07 BUY on WEAKNESS Must be logged in to use chart BTE-T Baytex Energy Corp

99.9% of investors have experienced that the risk/reward was not compelling, but the stocks have rallied well.  He is not convinced there will be an epic pullback in oils because of the money on the sidelines waiting for a pullback.  BTE-T has been holding up and he will make it a 10% holding in his fund.  Stick with it, or buy it on weakness.


Price:
$5.030
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
2016-04-07 TOP PICK Must be logged in to use chart CJ-T Cardinal Energy Ltd

A medium gravity oil producer in Alberta.  They were liked because of low debt and low decline rates.  As oil fell, they got penalized because their oil sells at a discount.  They have one of the highest leverages to the increasing price of oil.  He has a 10% weighting.  More than 5% dividend.  They should be one of the first to increase their dividend.


Price:
$8.250
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2016-04-07 TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

Don’t think about it as a dividend payer.  They are more interested in institutional money.  As oil appreciates they can grow faster than consensus would say.  Money will come out of companies like SU-T and much of it will go into this company.


Price:
$17.530
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2016-04-07 BUY Must be logged in to use chart DIV-T Diversified Royalty Corp.

(Market Call Minute) They are over-penalized for exposure out West.


Price:
$2.180
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2016-04-07 HOLD Must be logged in to use chart DRT-T DIRTT Environmental Solutions

(Market Call Minute) People worry that too much of their revenue comes from FX gains.


Price:
$5.460
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Unknown
2016-04-07 TOP PICK Must be logged in to use chart EIF-T Exchange Income

7% yield. 10% EPS growth per year.  A sleep at night story.  Aviation.  Routes up north. They also are into the airplane parts business, which has good margins.  Two dividend increases in the last year and half.


Price:
$28.040
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2016-04-07 PAST TOP PICK Must be logged in to use chart GSY-T goeasy

(Top Pick Apr 6/15, Down 9.77%) Their exposure out west is merely a rounding error.  He will come back to it later.


Price:
$18.000
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
2016-04-07 BUY Must be logged in to use chart IT-T Intertain Group

It is an area of frustration.  The on-going soap opera that comes out of AYA-T taints the other two in this space.  It is guilt by association.  It is a good business.  5-6% weighting in his small cap fund.


Price:
$10.690
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2016-04-07 HOLD Must be logged in to use chart NBZ-T Northern Blizzard Resources INC

(Market Call Minute) They desire to make acquisitions, but it won’t go up until they do something.


Price:
$3.810
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Unknown
2016-04-07 BUY on WEAKNESS Must be logged in to use chart NFI-T New Flyer Industries Inc.

He feels it is a wonderful business with a low rate of organic growth, but finds the CEO to be very impression with plans for margin expansion.  The stock has become very popular and he would wait for a pullback and then buy some.


Price:
$36.090
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Unknown
2016-04-07 BUY Must be logged in to use chart NYX-X NYX Gaming Group Ltd

They acquired the world’s largest sports wagering company at an attractive price.  Their biggest book runner just became their largest shareholder.  He paid a 50% premium to where the share price is currently.  It is a software company that is going to have remarkable margins.  It is a lot of stock for the market to digest.  It is a one year hold for him.  You have to be patient.


Price:
$2.650
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Unknown
Showing 1 to 15 of 1,046 entries
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5 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.


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