2013-01-15
| Signal | Price | Bias | Subject | Owned |
|---|---|---|---|---|
| PAST TOP PICK | $33.920 | OPTIMISTIC | RESOURCE | Yes |
(A Top Pick Feb 13/12. Up 1.51%.) Sold his holdings in November but has gotten back in. His view on the Western Canadian select differential from WTI has blown out and this is now an enormous discount of about 45%. He sees the differential closing which will be a huge benefit to this company.
John Stephenson
Senior Vice President & Portfolio Manager,
First Asset Investment Management http://www.first asset.com