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
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 16 to 21 of 21 entries
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