Viewing Company Paramount Resources | StockChase
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Compiling comments that experts make about stocks while on public TV.

Paramount Resources Stock Symbol: POU-T

Notes:90% gas

Last Price Recorded: $20.0600 on 2017-07-27

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Date Signal Expert Opinion Price
2017-07-19 BUY Veronika Hirsch

(Market Call Minute.)


Price:
$19.390
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-02-15 HOLD Colin Stewart

This has had a nice move over the last year. They’ve shed some non-core assets.


Price:
$17.830
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
No
2017-01-09 WAIT Josef Schachter

They did a good deal with VII-T.  They build long term assets before the stock got beat up.  It has recovered nicely.  If the price of oil comes down then it is possible after the winter we could see lower prices of $4-5.  Hold off and wait until about late Q2 of this year.


Price:
$16.450
Subject:
OIL & GAS
Bias:
BEAR on OIL
Owned:
Unknown
2016-09-16 HOLD Swanzy Quarshie

An interesting company. Most of their value comes from its new position in Seven Generations (VII-T). Feels there is an opportunity in this story. Management team has an excellent track record of finding assets.


Price:
$14.910
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
No
2016-09-06 BUY on WEAKNESS Josef Schachter

(Market Call Minute.) Made a major fabulous asset sale, and can now pay off all their debt. There is about 11,000 BOE’s a day of production. If this backed off to the $7-$8 range, it would be a Buy. Under $10, it is something to look at.


Price:
$14.630
Subject:
CANADIAN OIL & GAS
Bias:
BEARISH on OIL
Owned:
Unknown
2016-08-18 WEAK BUY Hap (Robert) Sneddon FCSI

Short term we have a nice little trend.  Seasonality kicks in at the end of August for Nat Gas.  It has bottomed and then a slow rocket up.  We will eventually see energy start to bottom.  We are in the short seasonality for oil right now.  It is also tied to the US$.  Risk management is really important here.


Price:
$13.450
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2016-08-09 COMMENT Gerard Ferguson

In the process of going through a transaction of selling off their crown jewels to Seven Generations (VII-T), and expects the deal to close in the next 4-5 weeks. Going forward, this is going to be a holding company with a half a dozen or so holdings, the biggest being Seven Gens. Outside of that holding company status, there is a producer as well, and they will be trying to grow their production. It is a much better holding now than it was 2 months ago. (See Top Picks.)


Price:
$12.740
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-08-02 DON'T BUY Greg Dean

Has a lot of respect for the family behind this company. This business is predicated upon higher commodity prices than what we see today. The goal for a commodity business is for them to get stronger through a downturn, not having to sell one of their best assets. Doesn’t think they proactively manage their balance sheet, but made some decisions around facilities and infrastructure, that if oil had stayed at $100, it would have looked really smart. With oil at $30, it almost cost them their legacy.


Price:
$11.690
Subject:
GLOBAL GROWTH
Bias:
UNKNOWN
Owned:
No
2016-07-13 BUY Keith Richards

It has a rounded bottom.  We are now starting to make slightly higher lows.  If it breaks $17 then we have a complete rounded bottom.  These guys have cut costs and they can operate with lower commodity prices.  This one is prepared and it is now okay for it to go forward with the current commodity prices.


Price:
$12.200
Subject:
TECHNICAL AND FUNDAMENTAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2016-06-27 COMMENT Gerard Ferguson

Gas focused. Was one of the outliers last week. A debt laden company, but has a lot of levers it can pull. Improved last week as people got the impression that equity markets were once again open for companies to raise capital. He is not sure that applies to this company. The large shareholders in this company are much more interested in riding out the cycle as opposed to impairing their company with fire sale prices for their assets. Thinks it will be one of the preferred names to play in a recovering natural gas environment.


Price:
$9.260
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2016-05-03 SELL John O'Connell, CFA

(Market Call Minute.) Great assets and a great amount of debt. Feels they need to raise money here. If you own, Sell and buy it back closer to $6.50-$7.


Price:
$7.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-04-28 COMMENT Bruce Campbell (1)

Very gassy, but it is wet gas, so they have some cash flow that goes up and down with oil prices. Well-managed. It will have its time again. If he is right and there is a $4-$5 pullback, this will probably pull back to $7, which would be a better entry point. (He owns the bonds.)


Price:
$9.380
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-22 DON'T BUY Josef Schachter

They were building a massive facility to bring on a lot of natural gas, from the Montney, etc., and the problem was that they added a lot of debt. They finished 2015 at $1.7 billion of debt against $548 million of equity. Sold to Pembina under a contract basis to use the facilities, and they’ll pick up about $500 million which they can use to pay down some debt. On the positive side, it is trading at a significant discount to BV $5.18. His view is that the debt is still too high.


Price:
$8.760
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
Unknown
2016-03-18 COMMENT Gavin Graham

Needed to raise some cash, and it was just announced Pembina Pipelines would be picking up the Musreau facility for $556 million. 


Price:
$8.170
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-03-17 COMMENT Mason Granger

Had been waiting for quite some time for some conclusion to the sale of their Musreau deep cut facility, and it was just announced that Pembina Pipelines would be picking up that asset. The $556 million was to the lower end of the range. This company has some great assets and long-term optionality.


Price:
$9.570
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Unknown
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