Stock price when the opinion was issued
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Not overly expensive with a market cap approaching $1B. Momentum is good. Growth is looking good this year and the sector is recovering. Would let this run for now. Unlock Premium - Try 5i Free
The price of oil always gets pulled around. He likes the natural gas side a bit more -- it's been through a bear market for years and now coming out of that. Over time, increased ability to get nat gas offshore and the world needs it.
But if you go 100% natural gas it's more risky. So, be more diversified but with a tilt to gas. He likes names that are cheaper than they ought to be. For him that's ARX or, for more torque, AAV.
He really likes this company. More of a manufacturing company than an oil/gas company. They should be generating gobs of free cash flow. The challenge in Canada is that there are ongoing issues around pipeline availability and egress take away solutions, and we have seen that manifest itself in the past quarter.