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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-07-17 PAST TOP PICK Enerplus Corp
ERF-T
Robert Lauzon

(Top Pick Aug 15/13, Up 52.37%) New management; being more efficient with assets.  Still undervalued.


Price: $24.980
Subject: ENERGY
Bias: OPTIMISTIC
Owned: Yes
2014-07-17 TOP PICK CGI Group (A)
GIB.A-T
Keith Richards

On the short term, it is starting to show a bit of an upswing. The long term chart shows a long-term upward trend is in place. Thinks the stock is going to continue on its merry way, because they just keep landing contracts and the trend is in place. A great story.


Price: $38.060
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2014-07-17 WAIT Home Depot
HD-N
Keith Richards

The 1 year chart is showing technical resistance at around $81. On the short term, there are higher highs and higher lows. It probably will get back to the $81 range pretty soon. From that point, you are going to need a catalyst. If it does break that $81, it would be very, very bullish for the stock. You can trade this is a short-term trader up to $81, but he would want to see it break that $81 with conviction, for a longer trade.


Price: $79.550
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-07-17 WAIT HSBC Holdings P L C
HSBC-N
Keith Richards

This is choppy and moving sideways. The bigger picture is still bearish. Chart shows a series of lower highs and a couple of recent lows that are higher, so it could be called a bit of a consolidation. Chart shows a triangle formation. You want to buy it on a breakout, which might be around $53. Be patient.


Price: $51.030
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-07-17 WATCH Johnson & Johnson
JNJ-N
Keith Richards

The 1 year chart indicates the upper trend line has been broken. However, going back a little bit further, there was a pretty nice solid consolidation breakout at around $95. It could test that but still be reasonably healthy for longer-term players. Look for a successful test of $95.


Price: $100.370
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-07-17 TOP PICK Kelt Exploration
KEL-T
Robert Lauzon

Management owns 20% of this company.  There is some upside in reserves and they will probably beat production numbers.  A good entry point.


Price: $13.500
Subject: ENERGY
Bias: OPTIMISTIC
Owned: Yes
2014-07-17 WATCH Loblaw Companies Ltd
L-T
Keith Richards

The 1 year chart looks pretty healthy. Had a bit of a move today, and has taken out the $48 level, and will now attempt to take out the next resistance level. So far, so good. Might be a little overbought and might pull back. You’ll have to see how it plays out over the next few days. He would like to see the $49 level broken, and if it does, he can project the range forward and would target around $58.


Price: $48.960
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-07-17 PAST TOP PICK Longview Oil
LNV-T (Dead)
Robert Lauzon

(Top Pick Aug 15/13, Up 39.15%) It was acquired and you now have SGY-T shares.


Price: $6.950
Subject: ENERGY
Bias: OPTIMISTIC
Owned: Yes
2014-07-17 BUY Long Run Exploration
LRE-T
Robert Lauzon

After their acquisition some of the shareholders may sell out so it may stall for a short while.  Likes other income names better, but he owns this one.  $5.60 ceiling.


Price: $5.640
Subject: ENERGY
Bias: OPTIMISTIC
Owned: Yes
2014-07-17 DON'T BUY Lightstream Resources
LTS-T
Robert Lauzon

Continues to look at it as a value play but finds others are preferable.  It is cheap on a multiple level, but has too much debt to grow earnings in a meaningful way.  Prefers WCP-T.


Price: $7.360
Subject: ENERGY
Bias: OPTIMISTIC
Owned: No
2014-07-17 BUY on WEAKNESS Priceline.com Inc.
PCLN-Q
Keith Richards

The 1 year chart shows a nice consolidation. He suspects that this may just be taking a pause. The support of around $1200 is most definitely being held. Looks like a healthy consolidation within an uptrend. He would probably buy it on any significant pullback to the trendline.


Price: $1201.370
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-07-17 BUY Peyto Exploration & Develop.
PEY-T
Robert Lauzon

Can make money in a three dollar gas environment.  Likes it for the longer term lower volatility.  Split your investment between this and ARX-T.


Price: $37.080
Subject: ENERGY
Bias: OPTIMISTIC
Owned: Unknown
2014-07-17 TOP PICK Pine Cliff Energy
PNE-X
Robert Lauzon

Mixture of value and growth at a reasonable price.  Getting hit pretty hard today so you are getting a good deal.  Dry gas producer – less costly to drill.  They can do some nice acquisitions over the next year.


Price: $1.380
Subject: ENERGY
Bias: OPTIMISTIC
Owned: Yes
2014-07-17 STRONG BUY Paramount Resources
POU-T
Robert Lauzon

His second biggest holding.  He bought the flow through and the common.  The drop of 4.50 is just the market correcting.  He would buy it today. 


Price: $55.390
Subject: ENERGY
Bias: OPTIMISTIC
Owned: Yes
2014-07-17 SELL Penn West Petroleum
PWT-T
Robert Lauzon

They have too much debt.  They are diverting assets to pay down debt.  Sell it, take the tax loss and switch into another name that is firing on all cylinders.


Price: $9.500
Subject: ENERGY
Bias: OPTIMISTIC
Owned: Unknown
2014-07-17 BUY Parex Resources Inc.
PXT-T
Robert Lauzon

Columbia.  He owns stock and the debenture.  He likes the story and it had a great run.  They brought more resource into reserves and the market likes that.  Thinks it can keep moving.  You could buy it here.


Price: $14.160
Subject: ENERGY
Bias: OPTIMISTIC
Owned: Yes
2014-07-17 WAIT Rock Energy Inc.
RE-T
Robert Lauzon

He is kicking the tires.  Still looks cheap.  Wants to see another two to three quarters from this company to judge running room on the new play. 


Price: $5.960
Subject: ENERGY
Bias: OPTIMISTIC
Owned: No
2014-07-17 BUY Surge Energy Inc
SGY-T
Robert Lauzon

Pays a good dividend.  A little less volatile than TOU-T.  It moves around and you have to be ready for it.


Price: $7.520
Subject: ENERGY
Bias: OPTIMISTIC
Owned: Unknown
2014-07-17 WATCH Surge Energy Inc
SGY-T
Keith Richards

Chart shows a breakout at around $7. It is perfectly natural for a stock that has broken out of a resistance point, to retest. That looks like what is happening right now. It has had a little bit of a pullback and might retest the $7 area. You want to see the test successful, in other words, hit $7 and bounce off. If that happens, the stock looks strong.


Price: $7.520
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-07-17 BUY iShares Silver ETF
SLV-N
Keith Richards

There is a really neat little trade you can do, from around this time of the year on. Silver in particular is one of the better movers from around mid July into around Oct/Nov. It tends to outperform gold, but they both move pretty well. The next resistance point is $22, not a bad trade from here. If it breaks $22, the movement could be very large. You almost always get a pop after the summer.


Price: $20.290
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-07-17 PAST TOP PICK Torc Oil & Gas Ltd
TOG-T
Robert Lauzon

(Top Pick Aug 15/13, Up 78.79%) Repositioned from a pure growth to a growth and yield story.  Brought in a new asset.  You won`t see it this much higher in a year but it will certainly appreciate.


Price: $13.240
Subject: ENERGY
Bias: OPTIMISTIC
Owned: Yes
2014-07-17 TOP PICK Tourmaline Oil Corp
TOU-T
Robert Lauzon

Great management team and great asset base.  They alluded to now having close to 20 rigs.  They have a good track record of executing well in the past. 


Price: $51.950
Subject: ENERGY
Bias: OPTIMISTIC
Owned: Yes
2014-07-17 COMMENT Trans Canada Corp
TRP-T
Keith Richards

Chart shows a very nice move in July. Loves the pipelines. This pipeline has the one issue of Keystone in front of it. Obviously the news has been good recently. It could be temporarily a little overbought. The bigger picture on the pipelines is still pretty good.


Price: $54.590
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-07-17 COMMENT UnitedHealth Group Inc
UNH-N
Keith Richards

Great-looking chart and a good company. These stocks sometimes get ahead of themselves and arc off the trend line, and sometimes retrace back to the trend line. This might be due for one of those pullbacks. However, the trend is your friend and the stock is going up.


Price: $85.110
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-07-17 BUY on WEAKNESS Vermilion Energy Inc
VET-T
Robert Lauzon

Sells most of oil at Brent pricing.  If you can get it in the $60s that is a great price. 


Price: $70.130
Subject: ENERGY
Bias: OPTIMISTIC
Owned: Yes
2014-07-17 BUY Western Energy Services
WRG-T
Robert Lauzon

Second favourite driller.  Thinks they will have a strong quarter.  They are now more efficient after lowering costs.  Will benefit from increased cap-x spending. 


Price: $10.840
Subject: ENERGY
Bias: OPTIMISTIC
Owned: Yes
2014-07-17 PAST TOP PICK iSh JPMorgan USD Emerg Mk Bond
XEB-T
Keith Richards

(A Top Pick May 27/14. Up 1.17%.) Emerging markets was very much out of favour at the beginning of the year. He felt the area was oversold. Thinks it is a pretty good place to be for the time being.


Price: $21.810
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2014-07-17 PAST TOP PICK SPDR Consumer Staples ETF
XLP-N
Keith Richards

(A Top Pick May 27/14. Up 1.48%.) He will probably hold this one until October, and then Sell it. This is a discipline, in that he rotates this trade every year.


Price: $44.750
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2014-07-17 HOLD BMO S&P/TSX Eq. Wt. Industrials
ZIN-T
Keith Richards

Chart shows a pretty tight little upward trend. Higher highs and higher lows with not a lot of volatility. Can’t find any faults with this chart.


Price: $22.740
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-07-17 COMMENT BMO Equal Weight US Banks Hedged to CAD ETF
ZUB-T
Keith Richards

Seasonally banks do okay until around June-July, and then fade out. Chart shows that it broke down through the trendline, but just because it breaks the trendline doesn’t mean it is game over. It is now trying to consolidate. If it breaks out, he will be buying this again.


Price: $20.120
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: No
2014-07-16 N/A A Comment -- General Comments From an Expert
A Commentary
Bill Bonner

Natural Gas. Very bullish on natural gas and natural gas stocks. Fort St. John, BC is considered the energy capital of BC. Activity levels are quite robust. The buzz on the street is very exciting. It is all centered around LNG projects that are unfolding including pipeline routings, etc. Happily, the LNG world in BC is in much better shape than the transmission of oil. Feels this will be a significant contributor to the outlook towards natural gas moving forward. There will be some projects that will happen prior to the creation of the huge LNG plants. The Bears on natural gas have been right for such a long time that that it is about time the Bulls got a better shake here. US shale gas plays really did upset the supply applecart in North America. For the 1st time in a long time we are feeling more comfortable with the outlook for natural gas. While the shale plays have been great, the only shale play in the US that is really showing growth is the Marsalis in the US Northeast. Feels we are in a very vulnerable spot if we don’t get storage filled up to where it needs to be by the end of the injection season.


Price: $0.020
Subject: CANADIAN ENERGY
Bias: BULLISH on NATURAL GAS
Owned: _N/A
2014-07-16 N/A A Comment -- General Comments From an Expert
A Commentary
Joanne A. Hruska, CFA

Canadian Energy. 2014 has been very solid so far for Canadian energy stocks, and it was just time for a catch-up. Still thinks there is a lot of room to go. Purchased about 15 stocks in the last week or so, so she doesn’t think this is the end of the energy cycle in Canada. The Canadian energy sector lagged behind even though many investors have seen a great run. Oil/gas stocks have been weak basically since 2008. It was such a prolonged downturn, that she is forecasting the run is going to last longer than many people expect. Has recently seen that a lot of the growth stocks with zero dividends, really were on fire. In addition, in the last couple of weeks, she has seen a lot of really high quality dividend companies come back.


Price: $0.020
Subject: OIL & GAS
Bias: BULLISH on CDN ENERGY
Owned: _N/A
2014-07-16 COMMENT Advantage Oil & Gas Ltd
AAV-T
Joanne A. Hruska, CFA

This is a gas weighted name. There are a lot of people that feel gas is going higher, but there are others who feel the deficit in gas may not be as great as people thought it would be. She is not ultra bullish on gas. They have a concentrated asset that will most likely get bought eventually. Prefers others.


Price: $6.070
Subject: OIL & GAS
Bias: BULLISH on CDN ENERGY
Owned: No
2014-07-16 HOLD Athabaska Oil Sands Corp
ATH-T
Bill Bonner

If you own, you have to stick around to see if the Put that is about to get exercised, actually happens. There has been some chatter in the street lately about things going on in China and if Petro China going to put cash back in this company’s hands. If that doesn’t happen, that is a bad thing, but he thinks it probably will happen.


Price: $6.700
Subject: CANADIAN ENERGY
Bias: BULLISH on NATURAL GAS
Owned: No
2014-07-16 DON'T BUY Athabaska Oil Sands Corp
ATH-T
Joanne A. Hruska, CFA

This is quite complicated, and she wouldn’t purchase at these levels. There were some events that needed to occur to decrease the risk. They didn’t occur, and she wants the most minimal amount of risk.


Price: $6.700
Subject: OIL & GAS
Bias: BULLISH on CDN ENERGY
Owned: No
2014-07-16 HOLD Bonavista Energy Corp
BNP-T
Bill Bonner

Very well-managed company. A stock that he tends not to have to worry about regarding dividend risks, etc. One of the low-cost operators in the basin. Dividend is secure. This is a name that you can sleep at night without worrying about. At this price, there is a pretty convincing argument that you might want to buy more.


Price: $14.810
Subject: CANADIAN ENERGY
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-07-16 TOP PICK Bonavista Energy Corp
BNP-T
Joanne A. Hruska, CFA

More gas weighted than oil weighted. The knock on the stock was that their debt was getting up. Had some management changes at the top, and people were not showing it any love. Have a fair amount of gas production hedged, so if gas doesn’t work out, they are going to be well protected. Have made their operations much more efficient. Feels the valuation is definitely among the lower end of similar sized yielding trusts.


Price: $14.810
Subject: OIL & GAS
Bias: BULLISH on CDN ENERGY
Owned: Yes
2014-07-16 COMMENT Baytex Energy Corp
BTE-T
Joanne A. Hruska, CFA

Made an acquisition in the Eagleford, so she sold her holdings. Felt it was going outside their core competency, so she is going to wait on the sidelines. Wants to see a few quarters of operational success in the new play, just to make sure that everything is working properly.


Price: $47.430
Subject: OIL & GAS
Bias: BULLISH on CDN ENERGY
Owned: No
2014-07-16 COMMENT Bellatrix Exploration Ltd.
BXE-T
Bill Bonner

It is not often that you see a bought deal that is re-priced and re-sized. Clearly someone made a mistake. This has been a pretty dynamic business, and has done a very attractive job of attracting joint venture money to their capital program. Their Cardium play is very robust. Suffered some short-term production curtailments because of plant turnarounds, of which they had no control, so he would not give up on the stock. Still thinks there is some upside.


Price: $8.780
Subject: CANADIAN ENERGY
Bias: BULLISH on NATURAL GAS
Owned: Unknown
2014-07-16 BUY Calfrac Well Services Ltd
CFW-T
Joanne A. Hruska, CFA

From a valuation, growth, suite of assets point of view, she thinks this will do better than Trican Well Service (TCW-T).


Price: $20.900
Subject: OIL & GAS
Bias: BULLISH on CDN ENERGY
Owned: Yes
2014-07-16 COMMENT Cardinal Energy Ltd
CJ-T
Joanne A. Hruska, CFA

Has done exceptionally well, and the management team is well regarded. They sold a platform where they are going to give you a yield plus some growth. However, when giving out yield, they will not be able to grow as quickly as some of the non-yielding plays. They have the assets to be able to grow.


Price: $17.510
Subject: OIL & GAS
Bias: BULLISH on CDN ENERGY
Owned: No
2014-07-16 BUY Canadian Oil Sands
COS-T
Joanne A. Hruska, CFA

This is a stock that she has to own in her yield fund if she believes that oil prices are going to be stable or go higher. She does believe this so she does own the stock. Has not operated well for a long time, and has had  quarter after quarter of disappointments with their Syncrude asset.


Price: $23.440
Subject: OIL & GAS
Bias: BULLISH on CDN ENERGY
Owned: Yes
2014-07-16 BUY on WEAKNESS Crescent Point Energy Corp
CPG-T
Bill Bonner

Did a great job hedging production. Have great currency to go to for their acquisitions and fully expects that is the path they go down. Their asset base is probably the most prolific, most economic play in the Western Canadian sedimentary basin, the Bakken, and there is a dividend attached. This is a name you acquire on any kind of weakness.


Price: $44.170
Subject: CANADIAN ENERGY
Bias: BULLISH on NATURAL GAS
Owned: No
2014-07-16 BUY Crescent Point Energy Corp
CPG-T
Joanne A. Hruska, CFA

Just bought more of this last week. After many years of acquisitions, they are now having operational momentum, and the stock price is reacting favourably.


Price: $44.170
Subject: OIL & GAS
Bias: BULLISH on CDN ENERGY
Owned: Yes
2014-07-16 TOP PICK Cequence Energy Ltd.
CQE-T
Bill Bonner

Sold non-operated, non-core assets to focus on their Alberta Montney play. This hasn’t got a ton of respect from the market in the past couple of years, but have now demonstrated they deserve the multiple they are currently getting. Boiling down the numbers, you can build a case for cash flow escalating from $0.30-$0.40 to $0.75-$0.80.This will probably garner a premium multiple as they develop their Montney assets. Have lots of play content in the Montney. Have $10 million in the bank and an undrawn line of $135 million.


Price: $2.530
Subject: CANADIAN ENERGY
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-07-16 COMMENT Cequence Energy Ltd.
CQE-T
Joanne A. Hruska, CFA

If the price drops further it will intrigue her, but she is looking closer to a $2 entry price. There probably won’t be a lot of results for a couple of months. Likes the team, the assets and everything about it, but it is not fitting her criteria right now.


Price: $2.530
Subject: OIL & GAS
Bias: BULLISH on CDN ENERGY
Owned: No
2014-07-16 HOLD Crew Energy Inc.
CR-T
Bill Bonner

Sell Crew Energy (CR-T) to Buy Spartan (SPE-T)? Crew is a great company. One of the issues is what they are going to do with their oil property in southeast Alberta, so he wouldn’t be too hasty on selling.


Price: $10.780
Subject: CANADIAN ENERGY
Bias: BULLISH on NATURAL GAS
Owned: No
2014-07-16 TOP PICK Crew Energy Inc.
CR-T
Joanne A. Hruska, CFA

Natural gas. Mostly focused in Northeast BC. Even though the stock has gone up quite a bit, the valuation is still isn’t bad. Also, have some oil in Northeast BC. Thinks they are going to have a good few years.


Price: $10.780
Subject: OIL & GAS
Bias: BULLISH on CDN ENERGY
Owned: Yes
2014-07-16 COMMENT Crocotta Energy
CTA-T
Bill Bonner

Being acquired by Long Run Exploration (LRE-T). The company that is being spun out of this company, Lucrotta (?) is going to be a Montney focused gassy producer, an area he really likes because of his view on LNG. If you want exposure to Montney, the Lucrotta is going to be one of the “go to names”. Team has a great record of adding value and growing production, and are now in a very robust dynamic Montney play that is well financed.


Price: $4.690
Subject: CANADIAN ENERGY
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-07-16 PAST TOP PICK Crocotta Energy
CTA-T
Joanne A. Hruska, CFA

(A Top Pick May 14/13. Up 45.65%.) Being acquired by Long Run (LRE-T). They are going to spin out an exploreco, so she will hold on to that.


Price: $4.690
Subject: OIL & GAS
Bias: BULLISH on CDN ENERGY
Owned: Yes
2014-07-16 COMMENT Delphi Energy Corp.
DEE-T
Bill Bonner

Delphi (DEE-T) or Tourmaline (TOU-T)? Have done a very good job on their Big Stone assets. They are into some bigger, more prolific wells. He can’t compare the 2 because Tourmaline is the benchmark in the industry. He would prefer Tourmaline because it has more exposure to the play that he really likes, the Montney in Northeast BC and North-Western Alberta.


Price: $3.910
Subject: CANADIAN ENERGY
Bias: BULLISH on NATURAL GAS
Owned: No
2014-07-16 COMMENT Eagle Energy Trust
EGL.UN-T
Bill Bonner

Principally an oily asset base. Had a tough go proving to the market that the dividend is sustainable. This is obviously why the yield is so high. There is a little bit of risk to the dividend. When oil prices have been incredibly robust, this is probably more secure than when oil prices were to sell off a little. There seems to be a negative tone to the cross-border trusts. Feels the dividend is 80% safe. If you like oil, probably not a bad place to be.


Price: $6.400
Subject: CANADIAN ENERGY
Bias: BULLISH on NATURAL GAS
Owned: No
2014-07-16 PAST TOP PICK Enerplus Corp
ERF-T
Joanne A. Hruska, CFA

(A Top Pick May 14/13. Up 69.93%.) Just bought more of this last week. It is still not overvalued.


Price: $25.370
Subject: OIL & GAS
Bias: BULLISH on CDN ENERGY
Owned: Yes
2014-07-16 WATCH Essential Energy Services Ltd.
ESN-T
Joanne A. Hruska, CFA

(Market Call Minute.) Not looking to get into this one right now. A little weakness in their 1st quarter. She is just going to wait and see how the next few quarters shape up.


Price: $2.520
Subject: OIL & GAS
Bias: BULLISH on CDN ENERGY
Owned: No
2014-07-16 PAST TOP PICK Gran Tierra Energy Inc.
GTE-T
Joanne A. Hruska, CFA

(A Top Pick May 14/13. Up 23.73%.) Sold her holdings a few months ago. Still has room to the upside, but she was just trimming some of her internationals.


Price: $7.770
Subject: OIL & GAS
Bias: BULLISH on CDN ENERGY
Owned: No
2014-07-16 BUY Keyera Corp
KEY-T
Bill Bonner

A very dynamic company and very well run. Believes the asset base will continue to grow. They seem to be involved in most midstream projects. Their asset base is going to continue to grow. You have to be patient with the stock, and it will be a nice, steady performer. 3% dividend yield.


Price: $79.360
Subject: CANADIAN ENERGY
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-07-16 PAST TOP PICK Legacy Oil and Gas Inc.
LEG-T
Bill Bonner

(A Top Pick Aug 1/13. Up 35.77%.) Had looked too steeply discounted. Started to deleverage the balance sheet through some asset sales and performance started to get better. Sold some of his holdings as it started to move up, and thinks there are probably more exciting places to go.


Price: $8.700
Subject: CANADIAN ENERGY
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-07-16 STRONG BUY Legacy Oil and Gas Inc.
LEG-T
Joanne A. Hruska, CFA

A lot of non-yielding names such as this have gone up a lot. This one has gone up some, but compared to what she thinks the valuation should be, it has a lot more to go. Had considered having this as a Top Pick. Likes the acquisitions they have made. Decreased their debt. Great opportunity to increase oil production. Stock trades quite cheaply.


Price: $8.700
Subject: OIL & GAS
Bias: BULLISH on CDN ENERGY
Owned: Yes
2014-07-16 COMMENT Long Run Exploration
LRE-T
Bill Bonner

Looking to acquire Crocotta Energy (CTA-T). People that own this like it because of the stability of its income. The acquisition will build that case. A good, solid, dividend paying company, with some upside. There are other dividend players that he thinks may be a little more attractive.


Price: $5.500
Subject: CANADIAN ENERGY
Bias: BULLISH on NATURAL GAS
Owned: Yes
2014-07-16 TOP PICK Long Run Exploration
LRE-T
Joanne A. Hruska, CFA

Probably the cheapest yield name in the space for similar sized companies. Has been unloved. It’s probably about 2.5X cash flow where the average is 5 to 7 over the longer term. Just made a couple of acquisitions, this expands their plays. Increased their land inventory, and have a new core area. Looking for some good things to come out of this. Very cheap.


Price: $5.500
Subject: OIL & GAS
Bias: BULLISH on CDN ENERGY
Owned: Yes
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