stockchase picture

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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-04-21 WAIT Premier Gold Mines
PG-T
James Hodgins

Has a very nice asset in Red Lake. Now that Goldcorp (G-T) is giving up on Osisko (OSK-T) this could be a takeover candidate. However, he is quite negative on the gold space generally. He is short a number of gold producers. Wait for the summer when you should get a better price.


Price: $1.900
Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias: CAUTIOUS
Owned: No
2014-04-21 BUY Patient Home Monitoring
PHM-X
Fabrice Taylor

Has been adding to his position.  They had growing pains.  They staffed up and will take better care of their investor relations.  This is a hot space right now.  Thinks they will grind out some pretty good numbers.


Price: $0.250
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2014-04-21 BUY Patient Home Monitoring
PHM-X
James Hodgins

(Market Call Minute.) Have executed well on their acquisitions and you are going to start to see those synergies drop to the bottom line.


Price: $0.250
Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias: CAUTIOUS
Owned: Unknown
2014-04-21 BUY Questor technology
QST-X
Fabrice Taylor

Thinks it is starting to look interesting and they are starting to get traction.  Thinks they are close to a big growth spurt as people start to buy their products.  In this industry you can grow quickly.


Price: $3.000
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2014-04-21 WEAK BUY Rogers Communcations (B)
RCI.B-T
Fabrice Taylor

The government is hell bent on creating a fourth wireless provider in Canada.  Thinks people will cut the cord on cable a lot more.  He sees them shrinking, although a conservative investor might own them for the dividend.


Price: $44.280
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2014-04-21 COMMENT Redknee Solutions
RKN-T
James Hodgins

Made an acquisition that really transformed the company about a year ago. His issue is that it was up so much on the back of the acquisition and is marketed now as a software service play, but the businesses they bought are more services than software and has been shrinking and is in decline. Last quarter was quite a bit below analysts’ expectations. He is Short this and will consider exiting this position around $4.


Price: $5.200
Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias: CAUTIOUS
Owned: Yes
2014-04-21 HOLD Route 1 Inc.
ROI-X
Fabrice Taylor

Higher risk and thinly traded.  It has the potential to break out, but it will take some time.


Price: $0.045
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2014-04-21 BUY on WEAKNESS Shawcor Ltd. (A)
SCL-T
Larry Berman CFA, CMT, CTA

It is very overbought in the short term.  It has broken out to make a new high.  The stock is not overly expensive at this point.  If it pulls back to where there was a lot of resistance for the last year and there is support there, this would be a very good sign. 


Price: $49.500
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on EMERGING MARKETS
Owned: Unknown
2014-04-21 TOP PICK The Score Inc.
SCR-X
Fabrice Taylor

It is a TV station and an APP, which is the hot, number 2 in North America.  Sports betting.  They did a financing last year and insiders took $7-9 million of 15.  Keep an eye on users and how much time they spend on the app.


Price: $0.345
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2014-04-21 BUY The Score Inc.
SCR-X
James Hodgins

(Market Call Minute.) Likes this. Their digital app for sports is probably the fastest-growing and one of the biggest in North America.


Price: $0.345
Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias: CAUTIOUS
Owned: Unknown
2014-04-21 COMMENT Spot Coffee
SPP-X
James Hodgins

(Market Call Minute.) Interesting. They made that one mistake in the North York store, but the other stores are still profitable. Switching to a franchise model. Loves the product. He still holds some of the debentures.


Price: $0.065
Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias: CAUTIOUS
Owned: Yes
2014-04-21 DON'T BUY Solium Capital Inc
SUM-T
James Hodgins

Sold most of his holdings after their big run. They are trying to move into the US. On a valuation basis, he thinks it is pretty extended here. He also sees the growth slowing. A highly competitive business in the US.


Price: $6.840
Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias: CAUTIOUS
Owned: Yes
2014-04-21 COMMENT Symbility Solutions
SY-X
James Hodgins

They were about to lose their largest customer, State Farm and he was stopped out of his holdings. Their software for claims processing on property-casualty is really nice. He is now in a “wait and see” mode.


Price: $0.360
Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias: CAUTIOUS
Owned: No
2014-04-21 HOLD Titan Logix
TLA-X
Fabrice Taylor

Oil and gas related.  Their product is interesting and they have done well.  They pretty much own the market for that product so there is not much room for growth so they need to come up with another product.  Otherwise they are tanked out.


Price: $1.330
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2014-04-21 SPECULATIVE BUY Tweed Marijuana Inc.
TWD-X
Fabrice Taylor

A very speculative industry.  Hard to say how big the market is going to be, which concerns him.  These guys have a license and the others don’t.  The industry is going to be very heavily regulated.


Price: $3.690
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2014-04-21 BUY Vecima Networks Inc.
VCM-T
Fabrice Taylor

It is very asset rich.  Make equipment for the cable industry – last mile.  The company is a lot richer than they appear and every time they sell anything they give out a huge dividend.  Very shareholder friendly.  Not that liquid so be patient in trying to buy it.


Price: $5.700
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Unknown
2014-04-21 BUY Virtutone Networks Inc
VFX-X
Fabrice Taylor

Thinks it will go higher.  They need to find a cheap supply of long distance minutes.  They have been funding the business with equity.  They are entering the market for long distance text messaging, which has higher margins.  There is wind at their tails.  He has taken some off the table as it has more than doubled in a year.


Price: $0.470
Subject: NORTH AMERICAN
Bias: SELECTIVE
Owned: Yes
2014-04-21 PAST TOP PICK VersaPay Corp
VPY-X
James Hodgins

(A Top Pick May 27/13. Down 13.79%.) Sold his holdings, but is now back in and feels it is time to start looking at this one again. Valuation is attractive. Still likes the product and the core thesis of helping small companies pay their bills electronically. There is a big market for that. Feels there is a lot of growth to come.


Price: $1.250
Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias: CAUTIOUS
Owned: Yes
2014-04-21 DON'T BUY VSM MedTech Ltd.
VSM-T
James Hodgins

Likes this. Core business is selling broadcast equipment to cable and telcos. Have done a great job of creating shareholder value by selling off non-core assets such as wireless spectrum and real estate in Saskatchewan. Thinks they are kind of getting to the end of the line and he has sold his position.


Price: $0.050
Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias: CAUTIOUS
Owned: No
2014-04-21 DON'T BUY Western Forest Products Inc.
WEF-T
James Hodgins

Had been Long on this kind of company 2011-2013 based on the US housing recovery and the rapid rise in housing starts there. That has really cooled off as well as demand in China. Feels the bubble is on the verge of popping. This is a sector to avoid. Believes he has a Short position in this.


Price: $2.300
Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias: CAUTIOUS
Owned: Yes
2014-04-21 DON'T BUY WesternOne Inc
WEQ-T
James Hodgins

A former income trust and built on that model where they acquire smaller energy services, infrastructure types, and pay out most of the income in a distribution. Ran into some trouble with an acquisition they made in Australia and it hasn’t panned out very well for them. He is Short this because he has seen a downturn in their earnings momentum and there is some debt on the balance sheet. The dividend is not at risk right now, but he thinks it could be if there is more deterioration.


Price: $7.520
Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias: CAUTIOUS
Owned: Yes
2014-04-21 BUY Western Energy Services
WRG-T
James Hodgins

(Market Call Minute.) Given what has happened to their customers, in terms of the gas drillers in particular, he thinks you are going to see some increased activity and feels the stock will continue to go up.


Price: $10.890
Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias: CAUTIOUS
Owned: Yes
2014-04-21 BUY BMO S&P/TSX Laddered Preferred
ZPR-T
Larry Berman CFA, CMT, CTA

Preferred Share ETF.  There is a new variety in Preferreds called ‘Rate Reset’.  These are the best in rising interest rates, although they don’t make you immune to them.  ZPR is a laddered reset preferred and would be the best one to use.


Price: $14.250
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: BULLISH on EMERGING MARKETS
Owned: Unknown
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
2014-04-17 BUY Surge Energy Inc
SGY-T
Jeff Parent B. Eng. FCSI

Chart shows it is coming from a bottom in early 2013 followed by a consolidation and a new breakout. You want to have a Stop at about $5 with an expectation from there of some difficulties at around $9. This looks like a fairly decent opportunity. Use a Stop at about $6 and his expectation is somewhere around the $8-$9 range. Yield of 7.6%.


Price: $7.060
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
2014-04-17 HOLD Spartan Energy Corp
SPE-X
Eric Nuttall

A top holding.  He was lightening up yesterday because they were up 10% recently on news.  Loves the team and asset base.  Remains a large weighting.  It is fairly valued now.  It is a question of new plays they will expand into.  He is monitoring the weighting and selling a little to keep it down to 6%, which is massively overweight.


Price: $4.400
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Yes
2014-04-17 BUY Savanna Energy Services
SVY-T
Eric Nuttall

Bought some recently a week or two ago as a laggard.  Australian operations will not benefit from rising Canadian Nat Gas prices.  But he sees a pretty good catch up trade of 3%.  Not a long term hold for him.


Price: $7.940
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 BUY Twin Butte Energy
TBE-T
Eric Nuttall

Had a good move off the lows.  Is a great example of how strong the current market is.  A big seller put up a large volume of stock and it was gone in 4 seconds at market price.  A lot of the easy money is probably made, but the yield is pretty safe.  They hold back on Cap X if payout ratio gets over 100%.  A good long term name for heavy oil exposure.  7.7% yield.


Price: $2.470
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Unknown
2014-04-17 PAST TOP PICK Torc Oil & Gas Ltd
TOG-T
Eric Nuttall

(Top Pick Apr 17/13, Up 88.86%) Did a consolidation, but fundamentals did so well that it really didn’t matter.  Loves this name.  Hard working and intelligent management.  Pays a dividend and generates excess cash flow so dividend could go up.


Price: $13.640
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Yes
2014-04-17 TOP PICK Tourmaline Oil Corp
TOU-T
Eric Nuttall

(Top Pick Apr 17/13, Up 49.31%) Beneficiary of extraordinary success through the drill bit and strength in Canadian Nat Gas pricing.  They are 50% exposed and the rest is hedged.  More cash flow means more money to spend and it will lead to a higher multiple.  Great management team with heavy ownership and the commodity is helping them out now as well.


Price: $55.470
Subject: OIL & GAS
Bias: BULL on OIL & GAS
Owned: Yes
2014-04-17 TOP PICK Tourmaline Oil Corp
TOU-T
Jeff Parent B. Eng. FCSI

Very, very good performance. Set $51 as an exit price. Fundamentally it has a stronger production per share growth than a lot of its peers. Technically it looks very, very strong.


Price: $55.470
Subject: TECHNICAL ANALYSIS
Bias: BULLISH on CANADIAN MARKET
Owned: Yes
Showing 181 to 240 of 126,749 entries