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

Viewing Expert

Swanzy Quarshie , Portfolio Manager

Sentry Investments


Date Signal Chart Symbol Company Opinion Price
2016-09-16 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. Believes the oil market is in the very late stages of a lengthy rebalancing process. The market is fixing itself, and has taken longer than expected. Unfortunately, OPEC has been pretty aggressive in their production, but she feels they are reaching their limits. Given that we have all this supply, that is essentially being exhausted, and a situation where demand keeps growing, this is really the time to be paying attention to the oil/gas stocks. The market is going to turn. People are fighting to figure out which direction oil is going to go, and that is creating volatility. You do tend to see volatility spike at bottoms.


Price:
$0.020
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
_N/A
2016-09-16 COMMENT Must be logged in to use chart ATH-T Athabaska Oil Sands Corp

An interesting one, and she is warming up to the story. It has lots of opportunities in terms of a shale play called the Duvernay. They are trying to maintain cash flow with a SAGD heavy oil project that they are doing quite well with. Thinks there is a future with this company. If oil prices go to $32, this will be hit because it is a heavy oil story.


Price:
$1.120
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
No
2016-09-16 WATCH Must be logged in to use chart BBI-X Blackbird Energy Inc

She doesn’t own this, because it is essentially a land bank. It is in a good neighbourhood, and could eventually do well. They are going to be drilling a few wells and get some results. If you have a small position, she would hold onto that just for the news flow. She prefers more free cash flow generators.


Price:
$0.300
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
No
2016-09-16 TOP PICK Must be logged in to use chart BNE-T Bonterra Energy Corp

Has a nice 4.9% dividend that is sustainable. They have done really well with costs. The story has free cash flow on current oil prices, which is going to help them pay off debt, which has been a little too high. Free cash flow yield for this year and next is much higher than it was in 2014 when oil prices averaged $94. This has a great history of ROC.


Price:
$24.510
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-09-16 PAST TOP PICK Must be logged in to use chart BNK-T (Dead) Bankers Petroleum

(A Top Pick Sept 2/15. Up 6.34%.) A small Albanian heavy oil company. This is being taken over by a Chinese company. This has a really great year-to-date number.


Price:
$2.180
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-09-16 COMMENT Must be logged in to use chart BTE-T Baytex Energy Corp

Doesn’t think this is in danger in the short term. They have a lot of debt, but a lot of it is term debt. Also, have had some bank lines that they have securitized against their assets, which gets them in line with the bank covenants. They have bought themselves a lot of time. She likes their Canadian assets. A “wait and see” story.


Price:
$5.190
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Unknown
2016-09-16 DON'T BUY Must be logged in to use chart BXE-T Bellatrix Exploration Ltd.

She prefers other companies. They got into some trouble on their debt side and were forced to sell some of their midstream assets, which creates rising costs on the processing side. Have been doing well lately in terms of trying to get their drilling costs down. A highly leveraged play looking for a way out. They essentially need capital.


Price:
$1.090
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
No
2016-09-16 BUY Must be logged in to use chart CJ-T Cardinal Energy Ltd

(Market Call Minute.) Has not traded as well as everybody else because their oil is little bit heavier and costs are higher. That has created a lot of selling whenever prices have gone down, but the optionality is huge. Solid company, solid management and a solid balance sheet.


Price:
$7.640
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Unknown
2016-09-16 HOLD Must be logged in to use chart CNE-T Canacol Energy Ltd.

(Market Call Minute.) An interesting story. Onshore Colombian gas. They are trying to do an exploration to prove up enough resources to build a pipeline to grow further.


Price:
$4.070
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Unknown
2016-09-16 PAST TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

(A Top Pick Sept 2/15. Up 7.79%.) A great story. Long-term you essentially have a free cash flow operation, and lots of upside to the oil price. Unfortunately, the perception is that they have created some dilution with the equity raise they did. A very prudent management team that doesn’t like to employ too much debt.


Price:
$16.620
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-09-16 BUY Must be logged in to use chart CR-T Crew Energy Inc.

(Market Call Minute.) They are trying to sell their heavy oil assets, and are going to put it towards their West Septimus (?) play and make this more of a Montney story.


Price:
$6.370
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Unknown
2016-09-16 COMMENT Must be logged in to use chart ECA-T Encana Corp

This has had its challenges, but has done well lately. It is one that is very much loved by the US. The US doesn’t really understand our Canadian issue with debt. The company has done a really good job in selling off non-core assets and focusing on a lot of their energy on (?) plays, which are all very interesting. She has never really seen very much in terms of growth, so she is a little more hesitant. Feels this will go up with higher oil prices, but to her it doesn’t have the same pattern of free cash flow growth that she looks for.


Price:
$12.880
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
No
2016-09-16 TOP PICK Must be logged in to use chart FRU-T Freehold Royalties

Royalties are very sustainable businesses, and is essentially the model that she looks for in free cash flow growth. One of the most sustainable businesses out there today, and believes it will be one of the first to increase its dividend when oil prices start to turn. They have a very, very clean balance sheet. Compared to other royalty comps, they are much cheaper. The spread between this company and Prairie Sky (PSK-T) is as wide as it has ever been. Dividend yield of 4.38%.


Price:
$10.970
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-09-16 COMMENT Must be logged in to use chart GXO-T Granite Oil Corp

A very small dividend payer, which has probably hurt them right now. The market is looking for a little more torque, and opportunities for future growth in the oil/gas space, so this hasn’t factored into the picture much of late. Put out some well results recently which look pretty encouraging. They are in the Bakken and are essentially re-injecting gas to help keep up the pressure and help push production. She feels they are going to do well in terms of sustaining their dividend. She likes this.


Price:
$6.050
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Unknown
2016-09-16 COMMENT Must be logged in to use chart IMO-T Imperial Oil

Even though it has fallen to $40, it is still an expensive story, when you look at it on an Enterprise Value to debt on a cash flow basis. An excellent quality company, and one of the best in Canada in terms of Return of Capital employed. She wouldn’t buy this for the short term, but would buy it for the long-term. There is not much growth coming from the story.


Price:
$39.500
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Unknown
Showing 1 to 15 of 183 entries
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