Viewing Expert Adam Thomas | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Adam Thomas , Vice President & Portfolio Manager

Qwest Fund Management

Address
Suite 700
744 - 4th Avenue S.W.
Calgary, AL
T2P 3T4

Contact Info

Toll Free: 1-866-602-1142
Website: http://www.qwestfunds.com/


Date Signal Chart Symbol Company Opinion Price
2017-05-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Demographics. You have two natural drivers of growth:  Growth from population growth and growth from productivity growth.  From the sum of the two we get about 1.3% growth in the world.  We have a growth problem, despite all the money being spent in the world.  We are in a low growth world.  The vast majority of the growth in the world is from China, India and Africa.  But China is near finished growing.  AFK-N and INDA-N are ETFs he likes.  Buy on pullbacks.


Price:
$0.020
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
BEAR
Owned:
_N/A
2017-05-29 DON'T BUY Must be logged in to use chart BEP.UN-T Brookfield Renewable Energy

We are never going back to coal.  Everyone has moved off it, despite what Mr. Trump happens to say about it.  If it gets back down to the $39 area he might be tempted to play it, however.


Price:
$42.710
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
BEAR
Owned:
Unknown
2017-05-29 DON'T BUY Must be logged in to use chart TXF-T First Asset Tech Giants CC ETF

It is a great way to play the big techs, but now is not a great time to get in.  The covered calls mean that if markets go up a lot you may not participate properly.  He likes the ETF, but tech stocks are not a great place to be right now.


Price:
$15.150
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
BEAR
Owned:
Unknown
2017-01-30 COMMENT Must be logged in to use chart ZPW-T BMO US Put Write ETF.

It is priced in US$ so you have currency exposure.  Last year there was a lot of price decline due to currency fluctuation.  This ETF is not risk free.  If all the holdings in the ETF go down a lot there is a downside risk.  Liquidity is not an issue for this ETF.


Price:
$19.620
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
BEAR
Owned:
Unknown
2013-09-16 DON'T BUY Must be logged in to use chart CGG-T China Gold International Resources

Listed in Canada but operations are in the far east.  Is cautious because of high debt and accounting is weird.  If you are betting gold will go a lot higher it is a pretty decent bet but if not it can decline a lot.


Price:
$3.040
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH
Owned:
No
2013-09-16 WATCH Must be logged in to use chart PJC.A-T Jean Coutu Group (PJC) (A)

Potential take out candidate.  It would be Metro, most likely.  A very well run company.  With shippers taken out it will be the only guy left.  The take out premium has already been priced in.  He would wait.  Doesn’t like the risk / reward ratio.  It would make a lot of sense if PJC took out someone else.


Price:
$18.200
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH
Owned:
Unknown
2007-10-05 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp Assets mainly based in Saskatchewan. Bakken is a huge resource play. Have about 200,000 acres. Recently purchased Innova (IXL-T) for a pretty hefty price but it has made them the dominant player in this 1.6 billion-resource play. Trust model is quite sustainable. Low payout ratio. 11% yield. 86% light oil.
Price:
$21.450
Subject:
OIL, GAS & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
No
2007-10-05 TOP PICK Must be logged in to use chart CYS-T Cyries Energy Inc Undervalued story. Junior gas focused company with 70% gas in Alberta. Probably one of the best management teams in the patch. Has come down significantly from its highs. You now get it below NAV. Clean balance sheet. Could be a takeout candidate. Buy a little bit now and if Alberta does not implement the royalty review, buy more.
Price:
$6.900
Subject:
OIL, GAS & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
Yes
2007-10-05 DON'T BUY Must be logged in to use chart DZR-X (Dead) Diaz Resources Ltd Did quite poorly over the last couple of years. Have assets in Wilcox County, Texas and it has been tough slugging. Spent a lot of time/capital drilling big, expensive wells. Difficult to get to and difficult to drill. Asset base in Canada is in southeastern Alberta, which has been in decline.
Price:
$0.400
Subject:
OIL, GAS & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
Unknown
2007-10-05 DON'T BUY Must be logged in to use chart DZR-X (Dead) Diaz Resources Ltd Did quite poorly over the last couple of years. Have assets in Wilcox County, Texas and it has been tough slugging. Spent a lot of time/capital drilling big, expensive wells. Difficult to get to and difficult to drill. Asset base in Canada is in southeastern Alberta, which has been in decline.
Price:
$0.400
Subject:
OIL, GAS & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
Unknown
2007-10-05 DON'T BUY Must be logged in to use chart FO-X Falcon Oil & Gas Would not be a buyer of this company. The Hungary deep gas has always played into cycles. Really deep, complicated stuff. There is a lot of stock outstanding on this company.
Price:
$0.680
Subject:
OIL, GAS & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
No
2007-10-05 TOP PICK Must be logged in to use chart FRO-N Frontline Ltd A Norwegian company. Largest tanker company in the world. This is especially important to the yield hungry investor who has been playing the royalty trusts. Has about a 15% yield. Only trades at about 4X PE. Tanker stocks cash flow a significant amount of money. Try to pick it up closer to the $42 range.
Price:
$50.630
Subject:
OIL, GAS & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
No
2007-10-05 SELL Must be logged in to use chart OBE-T Obsidian Energy Would sell this one and get into Crescent Point (CPG.UN-T), which has a more sustainable model.
Price:
$30.550
Subject:
OIL, GAS & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
No
2007-10-05 SELL Must be logged in to use chart PMG-T (Dead) Petrominerales Ltd. Have been in Colombia for quite some time and have had pretty significant discoveries in the Llanos Basin. Stock has been running lately because they are drilling the Corcel 2 well, which should be down probably in the next 2, 3 weeks. Getting expensive at these levels and he would suggest you take some profits.
Price:
$17.270
Subject:
OIL, GAS & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
Yes
2007-10-05 SELL Must be logged in to use chart PMT-T Perpetual Energy Would not be an owner of this one right now. He would look at an affiliated company Paramount Resources (POU-T). It doesn't pay a distribution, but is probably one of the stronger energy names.
Price:
$7.840
Subject:
OIL, GAS & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
No
2007-10-05 BUY Must be logged in to use chart POU-T Paramount Resources One of the stronger energy names in the oil patch. Produce about 18,000 barrels and have about $150 million in cash. In a weaker Canadian market, it is a safer place to be.
Price:
$17.690
Subject:
OIL, GAS & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
Yes
2007-10-05 SELL Must be logged in to use chart PTR-N PetroChina A subsidiary of the Chinese National Oil Company. Biggest and most profitable company in China. Very strong internationally. Essentially a duopoly in China and basically control the wholesale/retail market with Cinipaq. Stock is known to pull back hard, so would take some profits and buy back in the $150 range.
Price:
$190.830
Subject:
OIL, GAS & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
Yes
2007-10-05 SELL Must be logged in to use chart PWI.UN-T Prime West Energy Trust Has been the subject of her recent takeover from Abu Dhabi’s Taqa. It is almost trading at the deal price. Holding it for the next couple of months will give you a limited distribution. There is a slight bit of deal risk because of Alberta’s royalty review. He suggests you take your profits and run.
Price:
$26.290
Subject:
OIL, GAS & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
No
2007-10-05 BUY Must be logged in to use chart TLM-T (Dead) Talisman Energy Has been a value trap. Trades at about 4.4X cash flow compared to the average of about 5.9. International focused and with the recent royalty review in Alberta this could be a breakout year for them. Sold about $1 billion of Canadian assets and have been buying back stock. Have some new, exciting permits in Peru and Colombia. Diversification is tremendous.
Price:
$19.430
Subject:
OIL, GAS & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
No
2007-10-05 BUY Must be logged in to use chart TSK-T Tusk Energy As dropped down way below its intrinsic value and could be a takeout. Low multiple at 2.5X cash flow. Expect it will be gone in a next 5 to 6 months at a nice premium.
Price:
$1.380
Subject:
OIL, GAS & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
Yes
2007-10-05 TOP PICK Must be logged in to use chart WTO-T Western Oil Sands Inc. Being acquired by Marathon (MRO-N). He is buying it for the sum of the parts of the valuation. Basically what you are getting with the Marathon take out is cash and about 33% of stock. You also get a junior international exploreco, Western Zagros in Kurdistan, where there are significant light oil deposits. Market is not fully valuing this company.
Price:
$38.450
Subject:
OIL, GAS & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 21 of 21 entries

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