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
2017-03-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. There is a lot of negative sentiment in oil.  The lack of visibility of what OPEC has done and how it has fed into inventories is what is causing nervousness out there.  She is confident that OPEC’s actions will work.  With production increasing in the US, it is being balanced by cuts that OPEC has made.  We won’t get a lot of growth in oil in the US next year if the price does not increase.  She looks for companies that have the best growth and the best plays.  There is a valuation gap between the US and Canada that makes Canada much more attractive.  A border tax into the US will increase the price of oil in the US and thereby encourage production growth there.


Price:
$0.020
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
_N/A
2017-03-28 TOP PICK Must be logged in to use chart AAV-T Advantage Oil & Gas Ltd

It is a gas company.  She thinks Gas is bottoming, even if she is not bullish on it.  This is one of the best ways to get gas exposure.  They have a well laid out plan.  They have take-away capacity.  She can see growth for the next 3 years.  (Analysts’ target: $11.50).


Price:
$8.640
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2017-03-28 BUY Must be logged in to use chart BBI-X Blackbird Energy Inc

They have been acquiring assets.  They are surrounded by the big boys.  They do a lot of their own drilling.  They have cash on the balance sheet from an equity raise they did to do some drilling.  She thinks it will likely be taken out. 


Price:
$0.500
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2017-03-28 HOLD Must be logged in to use chart BTE-T Baytex Energy Corp

It has a bit too much debt.  This has been one of the victims of the oil price turn as they had too much debt at the top.  She likes management.  They have a lot of torque to higher oil prices.  Heavy oil is a better asset in Canada. 


Price:
$4.470
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2017-03-28 SELL Must be logged in to use chart BXE-T Bellatrix Exploration Ltd.

In the past it had some good attributes.  Then their decline rates got way too high.  They spent a lot of money on infrastructure and now are forced to sell some of it because debt has gotten too high.  There are so many other names you can buy.


Price:
$1.030
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
No
2017-03-28 BUY Must be logged in to use chart CJ-T Cardinal Energy Ltd

At current oil levels the dividend is safe. Their operating costs are about $20/barrel.  With operating costs this high the impact is higher than with other players.  She believes we are seeing a bottoming in oil prices and that there is a good fundamental picture, so thinks this company makes sense right now.


Price:
$7.300
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2017-03-28 PAST TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

(Top Pick Feb 10/16, Up 11%) It had a great start.  Unfortunately they chose to raise some equity and the stock went down.  She still likes it a lot.  It is a core name.  She sees very good wealth creation ability.  They have good netbacks.  They have a good balance sheet.  They are now seeing results from water flood in 6 months, down from a year.  This is a game changer.  She still sees a lot of upside in it.


Price:
$14.820
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2017-03-28 BUY Must be logged in to use chart CVE-T Cenovus Energy

A good company to be invested in at this time.  She likes the prospects in the $60 plus range.  They have a lot of torque to the upside.  They may do something with their cash on hand and that could be a catalyst.  They have a pretty solid balance sheet. 


Price:
$17.360
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2017-03-28 DON'T BUY Must be logged in to use chart ECA-T Encana Corp

It is one that will probably continue to go up in a rising oil price environment.  It still has to grow into itself.  It is still outspending cash flow.  She likes other opportunities right now.  The Americans think this one is cheap, but compared to other Canadian companies it is not.


Price:
$14.900
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2017-03-28 BUY Must be logged in to use chart FRU-T Freehold Royalties

A royalty trust with excellent downside protection.  Their production fell, but their balance sheet was very sound.  She sees a lot of opportunity here.  They recently had a dividend increase.  It has lots of potential for upside.


Price:
$13.350
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2017-03-28 PAST TOP PICK Must be logged in to use chart GEI-T Gibson Energy

(Top Pick Feb 10/16, Up 41%) She likes it because of the way it is changing and evolving.  It is leaning more toward the infrastructure business.  This is a very stable type business.  She sees upside when oil prices come back.


Price:
$19.450
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2017-03-28 HOLD Must be logged in to use chart HSE-T Husky Energy

She prefers other names in the integrated space.  But it is probably a good trade right now.  It is likely they will re-instate their dividend once we see the stabilization in oil prices.


Price:
$15.580
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2017-03-28 BUY Must be logged in to use chart HWO-T High Arctic Energy Services Inc

She does not tend to look at PE ratios in oil services companies.  They have assets in New Guinea and Canada.  They are looking at an LNG project.  There may be some downside risk on contract negotiations.  It is generally a well run business.


Price:
$5.090
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2017-03-28 DON'T BUY Must be logged in to use chart PGF-T Pengrowth Energy

With as much debt as they have they are not viable if the price of oil goes down.  They have a big problem in terms of their balance sheet.  Don’t make it a core holding, but you could buy a small position if you wanted to.


Price:
$1.380
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2017-03-28 HOLD Must be logged in to use chart PWT-T Penn West Petroleum

She does not see a takeover happening.  It is an interesting company, having gone through quite a transformation, selling a lot of assets, and changing management team.  Analysts are impressed with this new team.  She believes they will cut costs and focus them in their core area.  She sees funded growth for this company.


Price:
$2.190
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 204 entries
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