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Compiling comments that experts make about stocks while on public TV.

Recent Opinions

Date Signal Company Expert Opinion Price
2014-04-17 N/A A Comment -- General Comments From an Expert
A Commentary
Eric Nuttall

Markets.  Fundamentals have been exceptional for a while now, but it is about the US investors who are now interested.  Due to rail, we have ample take away capacity.  The valuation between oil and gas stocks between Canada and US is narrowing.  The first quarter of this year is the best quarter in 11 years for his fund.  The gas picture is all due to weather.  We ate away a ton of storage.  The storage situation in Alberta is at a critical level.  Demand for Canadian gas is very, very high, but the availability is very low.  Thinks Gateway will not get approved.  We have the first Canadian company shipping out of the Gulf of Mexico.


Price: $0.020
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: _N/A
2014-04-17 N/A A Comment -- General Comments From an Expert
A Commentary
Jeff Parent B. Eng. FCSI

Markets. TSX is outperforming and he sees this continuing for the rest of the year. There has been an underperformance since 2012 against world markets, but more specifically against the S&P 500. When you look at what is going on this year, it seems to be turning around. It is up about 6% compared to a mostly flat US market. Also, if you look at the international markets, it is the same sort of thing as the US, really lagging behind the Canadian market. This is mostly a resource led game. The XEG index is up about 15% so far this year and the same thing with the gold XGD. These are the 2 leaders and together they make up about 45% of the markets.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: _N/A
2014-04-17 HOLD Advantage Oil & Gas Ltd
AAV-T
Eric Nuttall

Short and mid-term outlook for gas has improved, but now you are questioning if some of the gas names have gone up too much.  This one is 90% gas, fairly unhedged and was a name people did not like because little liquids.  He could see it rising a bit more, but not more than 10-15%.


Price: $6.310
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 DON'T BUY Alaris Royalty
AD-T
Jeff Parent B. Eng. FCSI

Looks very weak right now. There are 3 things that come to the foreground. Back in December there was an 8.6% drop. Near the beginning of the year there was another 7.3% drop. And then another 6.3% drop just last week. The long-term moving averages have turned down. Doesn’t see enough volume and can see this falling apart and going back down to $23.


Price: $27.000
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-17 SELL ON STRENGTH Argent Energy Trust
AET.UN-T
Eric Nuttall

When stocks are cheap in this sector, they are cheap for a reason.  This one he has been very cautious on.  The leverage is far too high.  You might get a bit of a bounce.


Price: $3.220
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 BUY Agrium
AGU-T
Jeff Parent B. Eng. FCSI

Looks good right now. In a nice uptrend. Set $100 as a Stop. On the downside, the stock can go back down to a consolidation range of around $95. This will get some resistance at around $112.


Price: $102.560
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-17 DON'T BUY Athabaska Oil Sands Corp
ATH-T
Eric Nuttall

It is cheap in terms of market price vs net asset value.  $12 vs $8.08.  There is a general concern however about over promising and under delivering.  They just sold an asset to China and will put capital into Duvernay property. Prefers others.


Price: $8.280
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 COMMENT Bombardier Inc (B)
BBD.B-T
Jeff Parent B. Eng. FCSI

Stock is in a short-term down cycle and is having some problems. In a boring range of approximately $3.78-$4.28. You could take a guess at this and take on the small position with the hope that it goes back up to the $4.80 level. If it goes below $3.80, he would definitely exit.


Price: $4.010
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-17 PAST TOP PICK CCL Industries (B)
CCL.B-T
Jeff Parent B. Eng. FCSI

(A Top Pick Feb 3/14. Up 24.29%.) He has taken some profits, but it is still a good holding. Has potential to grow, but $90 is where he would raise some yellow flags.


Price: $98.500
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-17 BUY Canadian Natural Rsrcs
CNQ-T
Eric Nuttall

Thinks it will continue to do well because it is still trading at a substantial discount to peers.  Thinks their cash flow consensus is actually too low because of the Nat Gas assets they hold.


Price: $44.750
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 PAST TOP PICK Crescent Point Energy Corp
CPG-T
Eric Nuttall

(Top Pick Apr 17/13, Up 35.19%) A frustrating name but two weeks ago announced success with an asset.  Finally people are caring about the company.  Re-ratings are taking place in the market place and soon will be done by analysts.


Price: $44.500
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Yes
2014-04-17 COMMENT Denison Mines Corp
DML-T
Jeff Parent B. Eng. FCSI

This is a tricky stock. Very, very choppy. However, it is now showing a nice break out from late 2013, followed by a consolidation with pick up in volume. Potentially a turnaround situation. Chart shows it had a spike on Feb 25 where it was up 9% from $1.50. That was very good and will use that as a bottom. Use the $1.50 as a Stop. He thinks you could expect another $.50 increase from here to about $2.30.


Price: $1.670
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-17 TOP PICK Knight Therapeutics
GUD-X
Jeff Parent B. Eng. FCSI

Got hit today because they are issuing warrants. Good opportunity to buy in right now. Has a lot of cash. Very interesting fundamental story. Technically it looks very strong as well.


Price: $6.030
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-17 HOLD HAP Seasonal Rotation ETF
HAC-T
Jeff Parent B. Eng. FCSI

This is a basket of different investments and is actively managed. Other than a couple of quick movements up and down, it has been on a very steady upward track. Looks good and is stable.


Price: $14.570
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-17 PAST TOP PICK Hardwoods Distribution
HWD-T
Jeff Parent B. Eng. FCSI

(A Top Pick Feb 3/14. 6.67%.) This is continuing to do well. The thesis is still there. Getting into a little bit of a consolidation period right now and hopefully it will break out, which would be indicated at around $11 even. Stocks in uptrends tend to consolidate. This one has consolidated for quite a while at around $8.30.


Price: $10.600
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-17 BUY Legacy Oil and Gas Inc.
LEG-T
Eric Nuttall

He bought in again.  The asset quality is very good.  The capital exit by US investors has reversed.  They regained a lot of their lost momentum.  Their wells are hugely economic.  They will reduce leverage on their balance sheet.  He would not wait for it to pull back.


Price: $8.490
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Yes
2014-04-17 WATCH Longview Oil
LNV-T
Eric Nuttall

Consider selling it and putting money into another name.  He is concerned about the overall asset quality in general.  If they showed him they could meet capital efficiency numbers, he would buy the stock.  4.9% distribution.


Price: $6.770
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 HOLD Long Run Exploration
LRE-T
Eric Nuttall

Bought assets off Crew Energy last week, but it was not accretive in his mind.  It just added to the inventory.  7.1% yield is a bit rich.  Let it run a bit more, but there are better names for new capital.


Price: $5.580
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: No
2014-04-17 DON'T BUY Manitok Energy
MEI-X
Eric Nuttall

They are running out of running room in one of their assets.  He thinks the market does not understand the steps they are taking on other drilling.  So he would not buy it.


Price: $2.380
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: No
2014-04-17 BUY MGM Mirage
MGM-N
Jeff Parent B. Eng. FCSI

This is holding right at the 100 day moving average. On moving averages, when a stock comes down it bounces off of it several times, it is a clear uptrend and we are at that level right now. Be careful. If it drops below $21.50, that is an exit price. His expectation is $30 in the next 6 months.


Price: $23.960
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-17 HOLD Neptune Tech & Bioresource
NTB-T
Jeff Parent B. Eng. FCSI

If this drops below $2.40, you want to get out. Use $2.40 as your Stop. Really not a lot of expectation.


Price: $2.650
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-17 BUY Precision Drilling
PD-T
Jeff Parent B. Eng. FCSI

Very interesting chart. Had some problems for several years. Chart shows a slow recovery starting in 2012 and the momentum is increasing, which is very positive. Volume is starting to pick up. The breakout began in February. He would be Buying and using the 50 day moving average of around $12.27 as a Stop. Doesn’t see any strong resistance until you hit around $17-$18.


Price: $14.030
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Unknown
2014-04-17 DON'T BUY Pengrowth Energy
PGF-T
Eric Nuttall

New oil field coming in 2015, but for the remainder of this year there is no production growth and they are paying a dividend as well as having increasing debt.  Prefers other names that pay a sustainable yield or have production growth.


Price: $7.040
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: No
2014-04-17 TOP PICK Paramount Resources
POU-T
Eric Nuttall

Has a facility coming on stream in 6 months.  This asset will kick off a tremendous amount of free cash flow.  They are in one of the hottest areas in the deep basin in Alberta.  It might get pulled back a little, but he can’t tell you how much momentum is coming from US buyers.  Just because it has been parabolic, that doesn’t mean it has to pull back from here.


Price: $57.330
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Yes
2014-04-17 HOLD Painted Pony Petroleum
PPY-T
Eric Nuttall

Had a huge run off the lows.  They might sell an asset to fund a build out.  Sees strength continuing for Nat Gas price.


Price: $11.400
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: No
2014-04-17 DON'T BUY Pinecrest Energy
PRY-X
Eric Nuttall

Strong concerns.  Reservoir has high declines.  They hoped to do water flood, but it did not meet management expectations or those of the street.  Production is falling.  He is not interested.


Price: $0.170
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: No
2014-04-17 DON'T BUY Penn West Petroleum
PWT-T
Eric Nuttall

Successfully divested assets in order to lower debt.  Efficiencies are improving.  He struggles with the fact that other names are working very, very well and what PWT are doing will take a long time.  5.5% dividend yield.


Price: $10.320
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 BUY Parex Resources Inc.
PXT-T
Eric Nuttall

The stock has more running room.  The management team are conservative guys.  There is some political risk.  Their wells come out very well, but only for 2 or 3 years.  Decline rates worry him.


Price: $10.890
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 PAST TOP PICK Raging River Exploration
RRX-T
Jeff Parent B. Eng. FCSI

(A Top Pick Feb 3/14. Up 39.44%.) This is continuing to do very, very well. Typical of some energy stocks right now.


Price: $9.440
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-17 TOP PICK Royal Bank
RY-T
Jeff Parent B. Eng. FCSI

He is anticipating a pickup in M&A activity with a shift from bonds to stocks. This tends to be very good, especially for a company like this with their large wealth management component. From 2012 to the present, the chart has had a nice uptrend. It was a consolidation level around the $60 and $70 levels, but it is breaking out. Use $70 as a Stop. He can see this going to $80. Yield of 3.87%.


Price: $73.420
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
Showing 1 to 30 of 126,546 entries
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