2015-07-30 | PAST TOP PICK | Robert Lauzon | (Top May 21/14, Down 62.14%) A good quality long term play. When LNG gets built out 5 years from now they will benefit. He would not be opposed to adding to your position.
| Price: $21.010 Subject: ENERGY Bias: SELECTIVE Owned: Yes |
2015-07-27 | PAST TOP PICK | Bruce Campbell (1) | (A Top Pick July 21/14. Down 64.63%.) Gas and there is a lot of growth coming. They are going to double production growth. Sold most of his energy, but decided to hold a couple, including this one. The next couple of quarters are going to be quite good. This is Shorted out of the US. We are having stabilization now and it is probably time to add to it now.
| Price: $19.660 Subject: CANADIAN LARGE Bias: CAUTIOUS Owned: Yes |
2015-07-23 | BUY | Martin Davies | An upstream oil and gas company. It is one of the best companies in the area. They are now going through the development phase. They will build very large natural gas processing plants. Growth rates are remarkable. In the next several years we will see this company grow at a very good rate.
| Price: $21.560 Subject: OIL & GAS Bias: BULLISH on OIL & GAS Owned: Unknown |
2015-07-10 | COMMENT | John Stephenson | This company strength is the Riddell family. You have a very capable, deep-pocketed management team. We are going through a trough of energy/crude prices, and this will help ride through the storm. A focused strategy is also what they bring to the table. These attributes mean that you can be a Buyer rather than being acquired.
| Price: $27.050 Subject: NORTH AMERICAN - LARGE & RESOURCE Bias: OPTIMISTIC Owned: No |
2015-06-23 | PAST TOP PICK | Paul Taylor | (Top Pick May 16/14, Down 45.14%) Solid management team, good assets and a potential to grow production. They should double production between 2015 to 2016.
| Price: $30.130 Subject: CANADIAN Bias: BEARISH on CANADIAN MARKET Owned: Yes |
2015-06-01 | BUY | Bruce Campbell (1) | There is a ton of growth coming, some of it has come already, but it is just on the cusp of BOE’s a day 30,000 months ago, 40,000 now and heading for 70,000 by year-end. This is gassy (wet gas). Balance sheet looks stretched, which is why it got hit, however they are spending for growth and the cash flow is just coming now. Looking out 12 months, the balance sheet looks much better and he thinks the stock will be higher. He buys it when it dips to $30-$31.
| Price: $32.000 Subject: CANADIAN LARGE Bias: UNKNOWN Owned: Yes |
2015-04-21 | DON'T BUY | David Burrows | Tourmaline (TOU-T) or Paramount Resources (POU-T)? He would buy financials before he bought energy.
| Price: $36.950 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Unknown |
2015-03-23 | WATCH | Brooke Thackray | They spent a lot of money getting a gas plant going. That is built into the price. We are just starting into a bullish time for Natural gas (Mar 22). We are just below level before the run up from last year. When it gets above $40 it will be breaking out. Rigs Nat Gas are coming off line, like oil, so this is positive. He doesn’t see huge returns on this one, however.
| Price: $31.640 Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING Bias: CAUTIOUS Owned: Unknown |
2015-02-05 | COMMENT | Robert Lauzon | Is going through a transformational 24 months with a massive Alberta project. If they meet their targets, the price to cash flow production looks reasonable. He likes it, but you need higher condensate prices.
| Price: $33.840 Subject: ENERGY Bias: BULLISH on OIL Owned: Unknown |
2015-01-14 | COMMENT | Michael Decter | If gas prices go up, this could do extraordinarily well. They have ploughed a huge amount of money into their own processing and infrastructure. He is not in this now because there is a huge amount of natural gas drilling going on, because of the potential for LNG exports. Before you get an export license, you have to prove that you have the gas. Once you have the gas, and if the LNG port is not ready to go, you are going to dump some of that gas into the market. This puts a bit of a ceiling on the natural gas price, which could be an issue for this company. If we get a really cold winter, this company could do very well, but if it warms up this company might not do that well.
| Price: $24.500 Subject: CANADIAN LARGE Bias: BULLISH Owned: No |
2015-01-13 | PAST TOP PICK | Paul Taylor | (A Top Pick Jan 16/14. Down 47.01%.) Sold off with the oil market. The story is still intact. At the inflection point of its evolution and growth as a company, where it’s in the process of completing in 2014-early 2015, some surface treatment facilities that dramatically increases production. It will go from 25,000 barrels a day to about 60,000 barrels a day.
| Price: $22.560 Subject: CANADIAN LARGE & GLOBAL Bias: OPTIMISTIC Owned: Yes |
2014-12-02 | PAST TOP PICK | Bruce Campbell (1) | (A Top Pick Dec 16/13. Down 7.62%.) Although it is gas and it has huge growth, it pre-funded the growth with a leveraged balance sheet, so it has acted relatively poorly in the last month, more so than what he would have thought. It is only going to take about 6 months for a ton of cash flow to come in, because they are already up and producing. When that happens and the debt gets paid back, it is going to look fine. He would Buy it for new clients today.
| Price: $34.560 Subject: CANADIAN LARGE Bias: BULLISH on NORTH AMERICAN ECONOMY Owned: Yes |
2014-12-01 | DON'T BUY | Eric Nuttall | Ultra liquids rich Nat. Gas company. 6 times debt to cash flow. It is not a glorious position to be in. They have a really good asset base, however.
| Price: $35.790 Subject: OIL & GAS Bias: CAUTIOUS on OIL Owned: Unknown |
2014-11-25 | HOLD | John Stephenson | This is the name that just suffers from any obvious catalyst. Thinks it will go sideways. A decent name.
| Price: $43.500 Subject: NORTH AMERICAN - LARGE & RESOURCE Bias: BULL on US EQUITIES Owned: Unknown |
2014-11-25 | DON'T BUY | David Burrows | Stock started to fall well before the price of oil did. Energy is a tough neighbourhood to be in.
| Price: $43.500 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Unknown |